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JP Morgan Private Wealth Advisors’s Grand Canyon Education LOPE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LOPE Stock Details LOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$729K Sell
6,240
-361
-5% -$40.1K ﹤0.01% 1096
2023
Q2 		$681K Sell
6,601
-840
-11% -$92.3K ﹤0.01% 906
2023
Q1 		$848K Buy
7,441
+285
+4% +$32.1K ﹤0.01% 1246
2022
Q4 		$756K Buy
7,156
+102
+1% +$10.2K ﹤0.01% 1285
2022
Q3 		$580K Buy
7,054
+233
+3% +$20.2K ﹤0.01% 1393
2022
Q2 		$643K Sell
6,821
-43
-0.6% -$4.01K ﹤0.01% 1352
2022
Q1 		$667K Buy
6,864
+1,667
+32% +$146K ﹤0.01% 1403
2021
Q4 		$445K Sell
5,197
-1,932
-27% -$159K ﹤0.01% 1598
2021
Q3 		$627K Sell
7,129
-580
-8% -$51.7K ﹤0.01% 1410
2021
Q2 		$694K Buy
7,709
+1,231
+19% +$122K ﹤0.01% 1357
2021
Q1 		$694K Sell
6,478
-1,920
-23% -$191K ﹤0.01% 1198
2020
Q4 		$782K Sell
8,398
-1,029
-11% -$87.8K ﹤0.01% 1097
2020
Q3 		$754K Buy
9,427
+16
+0.2% +$1.45K ﹤0.01% 999
2020
Q2 		$852K Buy
9,411
+596
+7% +$53K ﹤0.01% 874
2020
Q1 		$672K Buy
8,815
+5,644
+178% +$464K ﹤0.01% 833
2019
Q4 		$304K Sell
3,171
-47
-1% -$4.34K ﹤0.01% 1236
2019
Q3 		$316K Buy
3,218
+757
+31% +$90.3K ﹤0.01% 1169
2019
Q2 		$288K Sell
2,461
-19
-0.8% -$2.27K ﹤0.01% 1168
2019
Q1 		$284K Sell
2,480
-26
-1% -$2.68K ﹤0.01% 1234
2018
Q4 		$241K Buy
2,506
+25
+1% +$2.91K ﹤0.01% 1263
2018
Q3 		$280K Buy
2,481
+92
+4% +$10.7K ﹤0.01% 1333
2018
Q2 		$267K Buy
+2,389
New +$262K ﹤0.01% 1251

Other funds holding LOPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 LOPE Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Grand Canyon Education (LOPE) stake by 5.5% in Q3 2023, selling an estimated $40.1K and leaving 6,240 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

JP Morgan Private Wealth Advisors first reported a position in LOPE in Q2 2018 and has held it in 22 quarters since. The position peaked at $852K in Q2 2020. 327 funds tracked by Wall St. Rank hold LOPE as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 6,240 shares of Grand Canyon Education worth $729K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 361 Grand Canyon Education shares in Q3 2023, an estimated $40.1K.
  • Grand Canyon Education made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1096 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Grand Canyon Education in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Grand Canyon Education position peaked at $852K in Q2 2020.
  • 327 funds tracked by Wall St. Rank held Grand Canyon Education as of Q3 2023.

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