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JP Morgan Private Wealth Advisors’s Lear LEA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.6M Sell
19,372
-584
-3% -$84.5K 0.01% 662
2023
Q2 		$2.86M Sell
19,956
-1,640
-8% -$217K 0.01% 459
2023
Q1 		$3.01M Buy
21,596
+2,466
+13% +$341K 0.01% 741
2022
Q4 		$2.37M Sell
19,130
-460
-2% -$60.9K 0.01% 783
2022
Q3 		$2.35M Buy
19,590
+17,945
+1,091% +$2.48M 0.01% 789
2022
Q2 		$207K Sell
1,645
-540
-25% -$71.2K ﹤0.01% 1811
2022
Q1 		$312K Buy
+2,185
New +$355K ﹤0.01% 1733
2019
Q3 		– Sell
-1,706
Closed -$238K – 1459
2019
Q2 		$238K Sell
1,706
-150
-8% -$21K ﹤0.01% 1236
2019
Q1 		$252K Sell
1,856
-415
-18% -$60.8K ﹤0.01% 1286
2018
Q4 		$279K Buy
2,271
+6
+0.3% +$802 ﹤0.01% 1205
2018
Q3 		$329K Sell
2,265
-350
-13% -$59.9K ﹤0.01% 1245
2018
Q2 		$486K Sell
2,615
-391
-13% -$76.5K ﹤0.01% 1015
2018
Q1 		$559K Sell
3,006
-268
-8% -$50.5K ﹤0.01% 837
2017
Q4 		$578K Sell
3,274
-602
-16% -$106K ﹤0.01% 824
2017
Q3 		$671K Buy
3,876
+84
+2% +$12.7K ﹤0.01% 746
2017
Q2 		$539K Sell
3,792
-162
-4% -$22.9K ﹤0.01% 813
2017
Q1 		$560K Buy
3,954
+333
+9% +$47.2K ﹤0.01% 806
2016
Q4 		$480K Buy
3,621
+415
+13% +$52.2K ﹤0.01% 824
2016
Q3 		$388K Buy
3,206
+147
+5% +$16.7K ﹤0.01% 882
2016
Q2 		$311K Buy
3,059
+88
+3% +$9.89K ﹤0.01% 961
2016
Q1 		$330K Buy
+2,971
New +$315K ﹤0.01% 912
2015
Q3 		– Sell
-2,204
Closed -$248K – 1098
2015
Q2 		$248K Buy
+2,204
New +$253K ﹤0.01% 911
2014
Q4 		– Sell
-4,907
Closed -$424K – 1119
2014
Q3 		$424K Buy
+4,907
New +$474K 0.01% 747

Other funds holding LEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Lear (LEA) stake by 2.9% in Q3 2023, selling an estimated $84.5K and leaving 19,372 shares worth $2.6M. The position accounts for 0.01% of the portfolio, ranked #662.

JP Morgan Private Wealth Advisors first reported a position in LEA in Q3 2014 and has held it in 23 quarters since. The position peaked at $3.01M in Q1 2023. 445 funds tracked by Wall St. Rank hold LEA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 19,372 shares of Lear worth $2.6M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 584 Lear shares in Q3 2023, an estimated $84.5K.
  • Lear made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #662 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Lear in Q3 2014 and has held it in 23 quarters since.
  • JP Morgan Private Wealth Advisors's Lear position peaked at $3.01M in Q1 2023.
  • 445 funds tracked by Wall St. Rank held Lear as of Q3 2023.

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