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JP Morgan Private Wealth Advisors’s Morningstar MORN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$875K Sell
3,734
-141
-4% -$31.8K ﹤0.01% 1030
2023
Q2 		$760K Sell
3,875
-1,321
-25% -$262K ﹤0.01% 865
2023
Q1 		$1.05M Buy
5,196
+245
+5% +$53.9K ﹤0.01% 1138
2022
Q4 		$1.07M Buy
4,951
+515
+12% +$117K ﹤0.01% 1110
2022
Q3 		$942K Buy
4,436
+705
+19% +$168K ﹤0.01% 1166
2022
Q2 		$902K Buy
3,731
+2,103
+129% +$530K ﹤0.01% 1190
2022
Q1 		$445K Buy
1,628
+7
+0.4% +$1.98K ﹤0.01% 1586
2021
Q4 		$554K Buy
1,621
+67
+4% +$20.7K ﹤0.01% 1510
2021
Q3 		$403K Buy
1,554
+61
+4% +$16K ﹤0.01% 1588
2021
Q2 		$384K Buy
1,493
+70
+5% +$17K ﹤0.01% 1587
2021
Q1 		$320K Sell
1,423
-161
-10% -$37.7K ﹤0.01% 1503
2020
Q4 		$367K Buy
1,584
+42
+3% +$8.34K ﹤0.01% 1410
2020
Q3 		$248K Buy
+1,542
New +$244K ﹤0.01% 1432

Other funds holding MORN

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Morningstar (MORN) stake by 3.6% in Q3 2023, selling an estimated $31.8K and leaving 3,734 shares worth $875K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

JP Morgan Private Wealth Advisors first reported a position in MORN in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.07M in Q4 2022. 324 funds tracked by Wall St. Rank hold MORN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 3,734 shares of Morningstar worth $875K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 141 Morningstar shares in Q3 2023, an estimated $31.8K.
  • Morningstar made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1030 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Morningstar in Q3 2020 and has held it in 13 quarters since.
  • JP Morgan Private Wealth Advisors's Morningstar position peaked at $1.07M in Q4 2022.
  • 324 funds tracked by Wall St. Rank held Morningstar as of Q3 2023.

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