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JP Morgan Private Wealth Advisors’s Gartner IT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$14M Sell
40,810
-2,306
-5% -$804K 0.04% 321
2023
Q2 		$15.1M Sell
43,116
-19,958
-32% -$6.5M 0.08% 182
2023
Q1 		$20.5M Sell
63,074
-10,821
-15% -$3.58M 0.04% 304
2022
Q4 		$24.8M Sell
73,895
-5,419
-7% -$1.75M 0.06% 280
2022
Q3 		$21.9M Buy
79,314
+2,099
+3% +$588K 0.06% 273
2022
Q2 		$18.7M Sell
77,215
-10,780
-12% -$2.87M 0.05% 296
2022
Q1 		$26.2M Buy
87,995
+473
+0.5% +$137K 0.06% 281
2021
Q4 		$29.3M Buy
87,522
+5,048
+6% +$1.62M 0.06% 261
2021
Q3 		$25.1M Sell
82,474
-6,046
-7% -$1.75M 0.06% 273
2021
Q2 		$21.4M Sell
88,520
-7,972
-8% -$1.74M 0.06% 293
2021
Q1 		$17.6M Sell
96,492
-12,676
-12% -$2.2M 0.06% 291
2020
Q4 		$17.5M Buy
109,168
+9,325
+9% +$1.34M 0.06% 281
2020
Q3 		$12.5M Sell
99,843
-53
-0.1% -$6.74K 0.05% 293
2020
Q2 		$12.1M Buy
99,896
+6,806
+7% +$786K 0.06% 262
2020
Q1 		$9.27M Buy
93,090
+33,703
+57% +$4.62M 0.05% 271
2019
Q4 		$9.15M Buy
59,387
+3,631
+7% +$554K 0.04% 320
2019
Q3 		$7.97M Buy
55,756
+8,721
+19% +$1.27M 0.04% 327
2019
Q2 		$7.57M Buy
47,035
+1,219
+3% +$191K 0.04% 315
2019
Q1 		$6.95M Buy
45,816
+64
+0.1% +$8.88K 0.04% 337
2018
Q4 		$5.85M Sell
45,752
-4,371
-9% -$631K 0.04% 340
2018
Q3 		$7.94M Buy
50,123
+1,235
+3% +$179K 0.04% 345
2018
Q2 		$6.5M Buy
48,888
+1,346
+3% +$172K 0.04% 347
2018
Q1 		$5.59M Buy
47,542
+5,031
+12% +$628K 0.04% 306
2017
Q4 		$5.24M Sell
42,511
-242
-0.6% -$29.4K 0.03% 325
2017
Q3 		$5.32M Sell
42,753
-6,464
-13% -$799K 0.04% 311
2017
Q2 		$6.08M Buy
49,217
+2,109
+4% +$245K 0.05% 275
2017
Q1 		$5.09M Buy
47,108
+5,577
+13% +$575K 0.04% 299
2016
Q4 		$4.2M Sell
41,531
-1,397
-3% -$135K 0.04% 307
2016
Q3 		$3.8M Buy
42,928
+1,769
+4% +$166K 0.04% 310
2016
Q2 		$4.01M Sell
41,159
-2,637
-6% -$251K 0.04% 303
2016
Q1 		$3.91M Buy
43,796
+1,195
+3% +$101K 0.04% 285
2015
Q4 		$3.86M Sell
42,601
-2,022
-5% -$179K 0.04% 263
2015
Q3 		$3.75M Sell
44,623
-14,813
-25% -$1.29M 0.05% 254
2015
Q2 		$5.1M Sell
59,436
-6,612
-10% -$567K 0.06% 243
2015
Q1 		$5.54M Sell
66,048
-13,238
-17% -$1.09M 0.06% 237
2014
Q4 		$6.68M Buy
79,286
+4,520
+6% +$367K 0.08% 222
2014
Q3 		$5.49M Sell
74,766
-3,946
-5% -$287K 0.07% 238
2014
Q2 		$5.55M Sell
78,712
-4,776
-6% -$333K 0.09% 198
2014
Q1 		$5.8M Buy
83,488
+25,382
+44% +$1.76M 0.11% 187
2013
Q4 		$4.13M Buy
58,106
+7,022
+14% +$443K 0.08% 198
2013
Q3 		$3.06M Buy
51,084
+19,526
+62% +$1.15M 0.07% 212
2013
Q2 		$1.8M Buy
+31,558
New +$1.79M 0.04% 253

Other funds holding IT

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Gartner (IT) stake by 5.3% in Q3 2023, selling an estimated $804K and leaving 40,810 shares worth $14M. The position accounts for 0.04% of the portfolio, ranked #321.

JP Morgan Private Wealth Advisors first reported a position in IT in Q2 2013 and has held it in 42 quarters since. The position peaked at $29.3M in Q4 2021. 791 funds tracked by Wall St. Rank hold IT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 40,810 shares of Gartner worth $14M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 2,306 Gartner shares in Q3 2023, an estimated $804K.
  • Gartner made up 0.04% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #321 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Gartner in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's Gartner position peaked at $29.3M in Q4 2021.
  • 791 funds tracked by Wall St. Rank held Gartner as of Q3 2023.

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