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JP Morgan Private Wealth Advisors’s Ingersoll Rand IR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.23M Sell
19,347
-8,010
-29% -$533K ﹤0.01% 904
2023
Q2 		$1.79M Sell
27,357
-6,668
-20% -$394K 0.01% 602
2023
Q1 		$1.98M Sell
34,025
-4,891
-13% -$276K ﹤0.01% 876
2022
Q4 		$2.03M Buy
38,916
+3,238
+9% +$165K ﹤0.01% 844
2022
Q3 		$1.54M Buy
35,678
+4,960
+16% +$234K ﹤0.01% 944
2022
Q2 		$1.29M Sell
30,718
-216
-0.7% -$9.83K ﹤0.01% 1011
2022
Q1 		$1.56M Sell
30,934
-2,630
-8% -$141K ﹤0.01% 1006
2021
Q4 		$2.08M Buy
33,564
+1,488
+5% +$84.7K ﹤0.01% 897
2021
Q3 		$1.62M Buy
32,076
+1,232
+4% +$62.7K ﹤0.01% 991
2021
Q2 		$1.5M Buy
30,844
+5,881
+24% +$289K ﹤0.01% 1007
2021
Q1 		$1.23M Sell
24,963
-4,791
-16% -$222K ﹤0.01% 952
2020
Q4 		$1.36M Sell
29,754
-4,838
-14% -$200K ﹤0.01% 884
2020
Q3 		$1.23M Sell
34,592
-482
-1% -$16.1K ﹤0.01% 810
2020
Q2 		$986K Buy
35,074
+4,307
+14% +$122K ﹤0.01% 817
2020
Q1 		$763K Buy
+30,767
New +$977K ﹤0.01% 797

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Ingersoll Rand (IR) stake by 29% in Q3 2023, selling an estimated $533K and leaving 19,347 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #904.

JP Morgan Private Wealth Advisors first reported a position in IR in Q1 2020 and has held it in 15 quarters since. The position peaked at $2.08M in Q4 2021. 729 funds tracked by Wall St. Rank hold IR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 19,347 shares of Ingersoll Rand worth $1.23M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 8,010 Ingersoll Rand shares in Q3 2023, an estimated $533K.
  • Ingersoll Rand made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #904 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Ingersoll Rand in Q1 2020 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's Ingersoll Rand position peaked at $2.08M in Q4 2021.
  • 729 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2023.

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