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JP Morgan Private Wealth Advisors’s IQVIA IQV Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.65M Buy
13,472
+98
+0.7% +$21.3K 0.01% 658
2023
Q2 		$3.01M Sell
13,374
-21,354
-61% -$4.29M 0.02% 453
2023
Q1 		$6.91M Buy
34,728
+11,708
+51% +$2.5M 0.01% 517
2022
Q4 		$4.72M Sell
23,020
-14,892
-39% -$3.02M 0.01% 590
2022
Q3 		$6.87M Buy
37,912
+2,416
+7% +$529K 0.02% 475
2022
Q2 		$7.7M Sell
35,496
-1,784
-5% -$387K 0.02% 473
2022
Q1 		$8.62M Buy
37,280
+14,314
+62% +$3.39M 0.02% 475
2021
Q4 		$6.48M Buy
22,966
+1,296
+6% +$336K 0.01% 547
2021
Q3 		$5.19M Buy
21,670
+2,175
+11% +$549K 0.01% 586
2021
Q2 		$4.72M Buy
19,495
+5,659
+41% +$1.31M 0.01% 610
2021
Q1 		$2.67M Sell
13,836
-6,693
-33% -$1.26M 0.01% 668
2020
Q4 		$3.68M Buy
20,529
+637
+3% +$107K 0.01% 567
2020
Q3 		$3.14M Sell
19,892
-4,065
-17% -$637K 0.01% 533
2020
Q2 		$3.4M Buy
23,957
+5,875
+32% +$796K 0.02% 453
2020
Q1 		$1.95M Buy
18,082
+1,310
+8% +$187K 0.01% 546
2019
Q4 		$2.59M Buy
16,772
+200
+1% +$29.2K 0.01% 566
2019
Q3 		$2.48M Buy
16,572
+4,443
+37% +$691K 0.01% 550
2019
Q2 		$1.95M Sell
12,129
-671
-5% -$94.1K 0.01% 596
2019
Q1 		$1.84M Sell
12,800
-723
-5% -$96.4K 0.01% 635
2018
Q4 		$1.57M Sell
13,523
-2,644
-16% -$320K 0.01% 624
2018
Q3 		$2.1M Buy
16,167
+1,332
+9% +$160K 0.01% 616
2018
Q2 		$1.48M Sell
14,835
-296
-2% -$29.6K 0.01% 665
2018
Q1 		$1.49M Sell
15,131
-568
-4% -$57.4K 0.01% 548
2017
Q4 		$1.54M Buy
15,699
+850
+6% +$86.5K 0.01% 546
2017
Q3 		$1.41M Sell
14,849
-4,176
-22% -$387K 0.01% 539
2017
Q2 		$1.7M Sell
19,025
-3,846
-17% -$325K 0.01% 492
2017
Q1 		$1.84M Sell
22,871
-10,510
-31% -$820K 0.01% 482
2016
Q4 		$2.54M Buy
33,381
+30,623
+1,110% +$2.35M 0.02% 396
2016
Q3 		$223K Buy
+2,758
New +$209K ﹤0.01% 1101

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IQV Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its IQVIA (IQV) stake by 0.73% in Q3 2023, buying an estimated $21.3K and bringing the position to 13,472 shares worth $2.65M. The position accounts for 0.01% of the portfolio, ranked #658.

JP Morgan Private Wealth Advisors first reported a position in IQV in Q3 2016 and has held it in 29 quarters since. The position peaked at $8.62M in Q1 2022. 942 funds tracked by Wall St. Rank hold IQV as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 13,472 shares of IQVIA worth $2.65M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 98 IQVIA shares in Q3 2023, an estimated $21.3K.
  • IQVIA made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #658 holding.
  • JP Morgan Private Wealth Advisors first reported a position in IQVIA in Q3 2016 and has held it in 29 quarters since.
  • JP Morgan Private Wealth Advisors's IQVIA position peaked at $8.62M in Q1 2022.
  • 942 funds tracked by Wall St. Rank held IQVIA as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.