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JP Morgan Private Wealth Advisors’s MSCI MSCI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$5.1M Sell
9,944
-5,350
-35% -$2.81M 0.01% 498
2023
Q2 		$7.18M Buy
15,294
+336
+2% +$164K 0.04% 283
2023
Q1 		$8.37M Sell
14,958
-299
-2% -$158K 0.02% 470
2022
Q4 		$7.1M Sell
15,257
-682
-4% -$317K 0.02% 498
2022
Q3 		$6.72M Buy
15,939
+206
+1% +$94.3K 0.02% 482
2022
Q2 		$6.48M Sell
15,733
-22,811
-59% -$9.93M 0.02% 508
2022
Q1 		$19.4M Sell
38,544
-19,426
-34% -$10.1M 0.04% 332
2021
Q4 		$35.5M Buy
57,970
+1,702
+3% +$1.07M 0.08% 234
2021
Q3 		$34.2M Buy
56,268
+1,379
+3% +$843K 0.08% 231
2021
Q2 		$29.3M Buy
54,889
+11,375
+26% +$5.42M 0.08% 246
2021
Q1 		$18.2M Sell
43,514
-48,836
-53% -$20.5M 0.06% 284
2020
Q4 		$41.2M Buy
92,350
+11,656
+14% +$4.57M 0.13% 165
2020
Q3 		$28.8M Buy
80,694
+37,844
+88% +$13.7M 0.11% 176
2020
Q2 		$14.3M Buy
42,850
+4,476
+12% +$1.45M 0.07% 234
2020
Q1 		$11.1M Buy
38,374
+13,179
+52% +$3.73M 0.06% 247
2019
Q4 		$6.5M Buy
25,195
+3,730
+17% +$909K 0.03% 373
2019
Q3 		$4.67M Buy
21,465
+12,672
+144% +$2.94M 0.02% 416
2019
Q2 		$2.1M Buy
8,793
+310
+4% +$69.5K 0.01% 584
2019
Q1 		$1.69M Sell
8,483
-1,484
-15% -$258K 0.01% 658
2018
Q4 		$1.47M Sell
9,967
-225
-2% -$34.2K 0.01% 635
2018
Q3 		$1.81M Sell
10,192
-1,112
-10% -$193K 0.01% 650
2018
Q2 		$1.87M Sell
11,304
-118
-1% -$18.6K 0.01% 617
2018
Q1 		$1.71M Sell
11,422
-9
-0.1% -$1.29K 0.01% 516
2017
Q4 		$1.45M Sell
11,431
-404
-3% -$50.4K 0.01% 565
2017
Q3 		$1.38M Buy
11,835
+296
+3% +$32.8K 0.01% 550
2017
Q2 		$1.19M Sell
11,539
-180
-2% -$18.1K 0.01% 572
2017
Q1 		$1.14M Sell
11,719
-4
-0% -$362 0.01% 596
2016
Q4 		$924K Sell
11,723
-402
-3% -$32.4K 0.01% 615
2016
Q3 		$1.02M Buy
12,125
+767
+7% +$65.2K 0.01% 587
2016
Q2 		$876K Sell
11,358
-224
-2% -$16.9K 0.01% 627
2016
Q1 		$858K Buy
+11,582
New +$801K 0.01% 595

Other funds holding MSCI

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its MSCI (MSCI) stake by 35% in Q3 2023, selling an estimated $2.81M and leaving 9,944 shares worth $5.1M. The position accounts for 0.01% of the portfolio, ranked #498.

JP Morgan Private Wealth Advisors first reported a position in MSCI in Q1 2016 and has held it in 31 quarters since. The position peaked at $41.2M in Q4 2020. 830 funds tracked by Wall St. Rank hold MSCI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 9,944 shares of MSCI worth $5.1M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 5,350 MSCI shares in Q3 2023, an estimated $2.81M.
  • MSCI made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #498 holding.
  • JP Morgan Private Wealth Advisors first reported a position in MSCI in Q1 2016 and has held it in 31 quarters since.
  • JP Morgan Private Wealth Advisors's MSCI position peaked at $41.2M in Q4 2020.
  • 830 funds tracked by Wall St. Rank held MSCI as of Q3 2023.

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