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JP Morgan Private Wealth Advisors’s Linde LIN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LIN Stock Details LIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$169M Buy
+452,898
New +$172M 0.48% 49
2023
Q2 		– Sell
-623,982
Closed -$222M – 1713
2023
Q1 		$222M Sell
623,982
-3,869
-0.6% -$1.3M 0.47% 50
2022
Q4 		$205M Buy
627,851
+58,576
+10% +$18.4M 0.46% 58
2022
Q3 		$153M Buy
569,275
+14,074
+3% +$4.04M 0.4% 65
2022
Q2 		$160M Buy
555,201
+42,734
+8% +$13.3M 0.41% 66
2022
Q1 		$164M Buy
512,467
+61,616
+14% +$19.1M 0.35% 70
2021
Q4 		$156M Buy
450,851
+39,383
+10% +$12.8M 0.34% 78
2021
Q3 		$121M Buy
411,468
+22,619
+6% +$6.88M 0.3% 81
2021
Q2 		$112M Buy
388,849
+77,175
+25% +$22.5M 0.29% 83
2021
Q1 		$87.3M Buy
311,674
+21,871
+8% +$5.67M 0.28% 85
2020
Q4 		$76.4M Buy
289,803
+164,888
+132% +$40.5M 0.25% 101
2020
Q3 		$29.7M Buy
124,915
+27,041
+28% +$6.56M 0.12% 171
2020
Q2 		$20.8M Buy
97,874
+3,712
+4% +$717K 0.09% 186
2020
Q1 		$16.3M Buy
94,162
+18,061
+24% +$3.56M 0.09% 197
2019
Q4 		$16.2M Buy
76,101
+36,239
+91% +$7.3M 0.07% 231
2019
Q3 		$7.72M Buy
39,862
+1,058
+3% +$205K 0.04% 332
2019
Q2 		$7.79M Sell
38,804
-500
-1% -$93.5K 0.04% 310
2019
Q1 		$6.92M Buy
39,304
+1,619
+4% +$269K 0.04% 338
2018
Q4 		$5.88M Buy
+37,685
New +$5.96M 0.04% 338

Other funds holding LIN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 LIN Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in Linde (LIN) in Q3 2023: 452,898 shares worth $169M. The stake represents 0.48% of the portfolio and ranks #49 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in LIN as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in LIN in Q4 2018 and has held it in 19 quarters since. The position peaked at $222M in Q1 2023. 1,638 funds tracked by Wall St. Rank hold LIN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 452,898 shares of Linde worth $169M as of Q3 2023.
  • Linde was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Linde made up 0.48% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #49 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Linde in Q4 2018 and has held it in 19 quarters since.
  • JP Morgan Private Wealth Advisors's Linde position peaked at $222M in Q1 2023.
  • 1,638 funds tracked by Wall St. Rank held Linde as of Q3 2023.

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