JMPWA
M icon

JP Morgan Private Wealth Advisors’s Macy's M Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio M Stock Details M Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-23,096
Closed -$393K – 1489
2019
Q4 		$393K Buy
+23,096
New +$361K ﹤0.01% 1133
2019
Q3 		– Sell
-10,091
Closed -$217K – 1461
2019
Q2 		$217K Sell
10,091
-430
-4% -$9.78K ﹤0.01% 1278
2019
Q1 		$253K Buy
10,521
+617
+6% +$15.6K ﹤0.01% 1284
2018
Q4 		$295K Buy
9,904
+140
+1% +$4.61K ﹤0.01% 1178
2018
Q3 		$339K Sell
9,764
-665
-6% -$24.7K ﹤0.01% 1232
2018
Q2 		$391K Sell
10,429
-111
-1% -$3.72K ﹤0.01% 1096
2018
Q1 		$313K Sell
10,540
-1,236
-10% -$33.4K ﹤0.01% 1027
2017
Q4 		$296K Sell
11,776
-2,212
-16% -$48.5K ﹤0.01% 1062
2017
Q3 		$305K Buy
13,988
+456
+3% +$10K ﹤0.01% 1015
2017
Q2 		$314K Sell
13,532
-6,490
-32% -$166K ﹤0.01% 997
2017
Q1 		$594K Sell
20,022
-6,497
-24% -$201K ﹤0.01% 790
2016
Q4 		$950K Buy
26,519
+5,155
+24% +$201K 0.01% 610
2016
Q3 		$791K Sell
21,364
-15,664
-42% -$568K 0.01% 647
2016
Q2 		$1.24M Buy
37,028
+8,017
+28% +$287K 0.01% 544
2016
Q1 		$1.28M Buy
29,011
+7,389
+34% +$305K 0.01% 497
2015
Q4 		$756K Buy
21,622
+2,134
+11% +$92.5K 0.01% 595
2015
Q3 		$1M Sell
19,488
-4,842
-20% -$304K 0.01% 471
2015
Q2 		$1.64M Buy
24,330
+195
+0.8% +$13.2K 0.02% 403
2015
Q1 		$1.57M Buy
24,135
+288
+1% +$18.5K 0.02% 423
2014
Q4 		$1.57M Buy
23,847
+6,663
+39% +$403K 0.02% 428
2014
Q3 		$1M Buy
17,184
+7,245
+73% +$429K 0.01% 514
2014
Q2 		$577K Buy
9,939
+2,437
+32% +$141K 0.01% 526
2014
Q1 		$445K Buy
7,502
+2,490
+50% +$138K 0.01% 606
2013
Q4 		$268K Buy
+5,012
New +$243K 0.01% 551
2013
Q3 		– Sell
-4,300
Closed -$206K – 654
2013
Q2 		$206K Buy
+4,300
New +$200K 0.01% 570

Other funds holding M

YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Private Wealth Advisors's M Position: Q1 2020 in Review

JP Morgan Private Wealth Advisors sold out of Macy's (M) in Q1 2020, closing a stake of 23,096 shares — an estimated $393K sold.

JP Morgan Private Wealth Advisors first reported a position in M in Q2 2013 and held it in 25 quarters. The position peaked at $1.64M in Q2 2015. 431 funds tracked by Wall St. Rank hold M as of Q1 2020.

  • JP Morgan Private Wealth Advisors reported no remaining Macy's position as of Q1 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 23,096 Macy's shares in Q1 2020, an estimated $393K.
  • JP Morgan Private Wealth Advisors first reported a position in Macy's in Q2 2013 and held it in 25 quarters.
  • JP Morgan Private Wealth Advisors's Macy's position peaked at $1.64M in Q2 2015.
  • 431 funds tracked by Wall St. Rank held Macy's as of Q1 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.