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JP Morgan Private Wealth Advisors’s Manulife Financial MFC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MFC Stock Details MFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.88M Sell
102,630
-7,105
-6% -$134K 0.01% 757
2023
Q2 		$2.08M Sell
109,735
-64,062
-37% -$1.22M 0.01% 548
2023
Q1 		$3.19M Sell
173,797
-108,218
-38% -$2.06M 0.01% 719
2022
Q4 		$5.03M Sell
282,015
-850,627
-75% -$14.5M 0.01% 572
2022
Q3 		$17.7M Buy
1,132,642
+71,159
+7% +$1.25M 0.05% 305
2022
Q2 		$18.4M Sell
1,061,483
-1,625,172
-60% -$30.7M 0.05% 298
2022
Q1 		$57.4M Buy
2,686,655
+228,121
+9% +$4.67M 0.12% 172
2021
Q4 		$46.9M Buy
2,458,534
+96,657
+4% +$1.87M 0.1% 194
2021
Q3 		$45.4M Buy
2,361,877
+392,863
+20% +$7.64M 0.11% 191
2021
Q2 		$38.8M Buy
1,969,014
+628,186
+47% +$13.2M 0.1% 204
2021
Q1 		$28.8M Buy
1,340,828
+1,237,954
+1,203% +$24.7M 0.09% 214
2020
Q4 		$1.83M Sell
102,874
-17,287
-14% -$276K 0.01% 768
2020
Q3 		$1.67M Buy
120,161
+289
+0.2% +$4.14K 0.01% 706
2020
Q2 		$1.63M Buy
119,872
+4,248
+4% +$53.5K 0.01% 641
2020
Q1 		$1.45M Sell
115,624
-4,402
-4% -$76.5K 0.01% 606
2019
Q4 		$2.44M Buy
120,026
+5,180
+5% +$98.9K 0.01% 580
2019
Q3 		$2.11M Sell
114,846
-3,860
-3% -$68.2K 0.01% 578
2019
Q2 		$2.16M Sell
118,706
-56,074
-32% -$998K 0.01% 578
2019
Q1 		$2.96M Buy
174,780
+41,889
+32% +$681K 0.02% 535
2018
Q4 		$1.89M Sell
132,891
-20,311
-13% -$322K 0.01% 585
2018
Q3 		$2.74M Buy
153,202
+12,442
+9% +$226K 0.01% 562
2018
Q2 		$2.53M Buy
140,760
+54,376
+63% +$1.02M 0.01% 552
2018
Q1 		$1.6M Sell
86,384
-30
-0% -$600 0.01% 527
2017
Q4 		$1.8M Buy
86,414
+764
+0.9% +$15.9K 0.01% 504
2017
Q3 		$1.74M Buy
85,650
+8,108
+10% +$161K 0.01% 499
2017
Q2 		$1.45M Buy
77,542
+2,112
+3% +$37.2K 0.01% 527
2017
Q1 		$1.34M Sell
75,430
-11,728
-13% -$216K 0.01% 555
2016
Q4 		$1.55M Buy
87,158
+14,861
+21% +$242K 0.01% 486
2016
Q3 		$1.02M Buy
72,297
+23,182
+47% +$315K 0.01% 585
2016
Q2 		$671K Buy
49,115
+9,891
+25% +$141K 0.01% 690
2016
Q1 		$554K Sell
39,224
-17,080
-30% -$229K 0.01% 716
2015
Q4 		$843K Buy
56,304
+39,344
+232% +$635K 0.01% 559
2015
Q3 		$263K Sell
16,960
-45,585
-73% -$765K ﹤0.01% 838
2015
Q2 		$1.16M Buy
62,545
+32,765
+110% +$609K 0.01% 476
2015
Q1 		$506K Sell
29,780
-1,714
-5% -$29.5K 0.01% 721
2014
Q4 		$602K Sell
31,494
-4,141
-12% -$78.4K 0.01% 649
2014
Q3 		$686K Buy
35,635
+2,607
+8% +$52.5K 0.01% 613
2014
Q2 		$656K Buy
+33,028
New +$624K 0.01% 500

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

JP Morgan Private Wealth Advisors reduced its Manulife Financial (MFC) stake by 6.5% in Q3 2023, selling an estimated $134K and leaving 102,630 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #757.

JP Morgan Private Wealth Advisors first reported a position in MFC in Q2 2014 and has held it in 38 quarters since. The position peaked at $57.4M in Q1 2022. 542 funds tracked by Wall St. Rank hold MFC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 102,630 shares of Manulife Financial worth $1.88M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 7,105 Manulife Financial shares in Q3 2023, an estimated $134K.
  • Manulife Financial made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #757 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Manulife Financial in Q2 2014 and has held it in 38 quarters since.
  • JP Morgan Private Wealth Advisors's Manulife Financial position peaked at $57.4M in Q1 2022.
  • 542 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2023.

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