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JP Morgan Private Wealth Advisors’s Marriott International MAR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MAR Stock Details MAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$22.8M Buy
+115,771
New +$23M 0.07% 258
2023
Q2 		– Sell
-127,586
Closed -$21.2M – 1723
2023
Q1 		$21.2M Buy
127,586
+3,493
+3% +$582K 0.04% 298
2022
Q4 		$18.5M Sell
124,093
-120,956
-49% -$18.6M 0.04% 318
2022
Q3 		$34.3M Sell
245,049
-4,361
-2% -$666K 0.09% 206
2022
Q2 		$33.9M Sell
249,410
-45,792
-16% -$7.57M 0.09% 213
2022
Q1 		$51.9M Buy
295,202
+42,350
+17% +$7.04M 0.11% 183
2021
Q4 		$41.8M Buy
252,852
+31,634
+14% +$4.98M 0.09% 209
2021
Q3 		$32.8M Sell
221,218
-51,135
-19% -$7.14M 0.08% 238
2021
Q2 		$37.2M Buy
272,353
+43,402
+19% +$6.26M 0.1% 214
2021
Q1 		$33.9M Buy
228,951
+18,919
+9% +$2.58M 0.11% 193
2020
Q4 		$27.7M Buy
210,032
+30,854
+17% +$3.52M 0.09% 209
2020
Q3 		$16.6M Buy
179,178
+81,015
+83% +$7.64M 0.06% 244
2020
Q2 		$8.41M Buy
98,163
+7,971
+9% +$692K 0.04% 310
2020
Q1 		$6.75M Buy
90,192
+511
+0.6% +$63.6K 0.04% 312
2019
Q4 		$13.6M Buy
89,681
+2,214
+3% +$297K 0.06% 264
2019
Q3 		$10.9M Sell
87,467
-363
-0.4% -$48.2K 0.06% 275
2019
Q2 		$12.3M Sell
87,830
-9,632
-10% -$1.28M 0.07% 248
2019
Q1 		$12.2M Buy
97,462
+32,703
+50% +$3.85M 0.06% 254
2018
Q4 		$7.03M Buy
64,759
+7,065
+12% +$811K 0.04% 306
2018
Q3 		$7.62M Buy
57,694
+4,096
+8% +$523K 0.04% 353
2018
Q2 		$6.79M Buy
53,598
+13,972
+35% +$1.9M 0.04% 337
2018
Q1 		$5.39M Sell
39,626
-9,402
-19% -$1.32M 0.04% 312
2017
Q4 		$6.65M Buy
49,028
+46,970
+2,282% +$5.77M 0.04% 290
2017
Q3 		$227K Sell
2,058
-8,479
-80% -$874K ﹤0.01% 1115
2017
Q2 		$1.06M Sell
10,537
-74,227
-88% -$7.43M 0.01% 605
2017
Q1 		$7.98M Sell
84,764
-2,576
-3% -$224K 0.06% 245
2016
Q4 		$7.22M Buy
87,340
+9,969
+13% +$750K 0.06% 231
2016
Q3 		$5.21M Buy
77,371
+21,532
+39% +$1.52M 0.05% 271
2016
Q2 		$3.71M Buy
55,839
+50,417
+930% +$3.38M 0.04% 318
2016
Q1 		$387K Buy
+5,422
New +$355K ﹤0.01% 845

Other funds holding MAR

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Marriott International (MAR) in Q3 2023: 115,771 shares worth $22.8M. The stake represents 0.07% of the portfolio and ranks #258 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in MAR as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in MAR in Q1 2016 and has held it in 30 quarters since. The position peaked at $51.9M in Q1 2022. 1,232 funds tracked by Wall St. Rank hold MAR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 115,771 shares of Marriott International worth $22.8M as of Q3 2023.
  • Marriott International was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Marriott International made up 0.07% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #258 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Marriott International in Q1 2016 and has held it in 30 quarters since.
  • JP Morgan Private Wealth Advisors's Marriott International position peaked at $51.9M in Q1 2022.
  • 1,232 funds tracked by Wall St. Rank held Marriott International as of Q3 2023.

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