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JP Morgan Private Wealth Advisors’s Nice NICE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio NICE Stock Details NICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$18.6M Sell
109,320
-36,426
-25% -$7.25M 0.05% 283
2023
Q2 		$30.1M Sell
145,746
-16,286
-10% -$3.36M 0.16% 128
2023
Q1 		$37.1M Sell
162,032
-9,270
-5% -$1.95M 0.08% 225
2022
Q4 		$32.9M Sell
171,302
-7,442
-4% -$1.43M 0.07% 234
2022
Q3 		$33.6M Buy
178,744
+6,236
+4% +$1.3M 0.09% 209
2022
Q2 		$33.2M Sell
172,508
-7,911
-4% -$1.6M 0.08% 216
2022
Q1 		$39.5M Sell
180,419
-10,158
-5% -$2.46M 0.09% 221
2021
Q4 		$57.9M Sell
190,577
-5,147
-3% -$1.49M 0.12% 170
2021
Q3 		$55.6M Sell
195,724
-2,167
-1% -$601K 0.14% 167
2021
Q2 		$49M Sell
197,891
-29,149
-13% -$6.71M 0.13% 176
2021
Q1 		$49.5M Sell
227,040
-19,902
-8% -$4.98M 0.16% 147
2020
Q4 		$70M Sell
246,942
-9,893
-4% -$2.41M 0.23% 109
2020
Q3 		$58.3M Sell
256,835
-2,579
-1% -$549K 0.23% 106
2020
Q2 		$49.1M Sell
259,414
-7,283
-3% -$1.28M 0.22% 110
2020
Q1 		$38.3M Sell
266,697
-15,982
-6% -$2.58M 0.22% 111
2019
Q4 		$43.9M Buy
282,679
+5,768
+2% +$880K 0.2% 120
2019
Q3 		$39.8M Sell
276,911
-504
-0.2% -$75.3K 0.21% 118
2019
Q2 		$38M Sell
277,415
-8,743
-3% -$1.18M 0.21% 116
2019
Q1 		$35.1M Buy
286,158
+6,885
+2% +$776K 0.18% 127
2018
Q4 		$30.2M Sell
279,273
-3,229
-1% -$353K 0.18% 127
2018
Q3 		$32.3M Buy
282,502
+3,163
+1% +$354K 0.16% 147
2018
Q2 		$29M Buy
279,339
+32,821
+13% +$3.32M 0.16% 141
2018
Q1 		$23.2M Sell
246,518
-3,069
-1% -$286K 0.16% 144
2017
Q4 		$22.9M Sell
249,587
-4,102
-2% -$349K 0.15% 151
2017
Q3 		$20.6M Sell
253,689
-979
-0.4% -$76.1K 0.15% 152
2017
Q2 		$20M Sell
254,668
-1,487
-0.6% -$110K 0.15% 149
2017
Q1 		$17.4M Buy
256,155
+5,454
+2% +$374K 0.13% 166
2016
Q4 		$17.2M Sell
250,701
-3,323
-1% -$222K 0.15% 142
2016
Q3 		$17M Sell
254,024
-3,931
-2% -$262K 0.16% 145
2016
Q2 		$16.5M Sell
257,955
-2,188
-0.8% -$139K 0.16% 139
2016
Q1 		$16.9M Sell
260,143
-1,930
-0.7% -$116K 0.16% 130
2015
Q4 		$15M Sell
262,073
-6,120
-2% -$364K 0.15% 143
2015
Q3 		$15.1M Buy
268,193
+283
+0.1% +$17.7K 0.19% 127
2015
Q2 		$17M Sell
267,910
-5,875
-2% -$371K 0.2% 130
2015
Q1 		$16.7M Sell
273,785
-8,275
-3% -$455K 0.19% 132
2014
Q4 		$14.3M Sell
282,060
-5,843
-2% -$263K 0.17% 134
2014
Q3 		$11.7M Sell
287,903
-80,645
-22% -$3.21M 0.15% 147
2014
Q2 		$15M Sell
368,548
-1,024
-0.3% -$42.4K 0.25% 107
2014
Q1 		$16.5M Sell
369,572
-3,899
-1% -$158K 0.3% 97
2013
Q4 		$15.3M Sell
373,471
-8,764
-2% -$349K 0.31% 94
2013
Q3 		$15.8M Buy
382,235
+36,425
+11% +$1.4M 0.36% 86
2013
Q2 		$12.8M Buy
+345,810
New +$12.5M 0.31% 98

Other funds holding NICE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Nice (NICE) stake by 25% in Q3 2023, selling an estimated $7.25M and leaving 109,320 shares worth $18.6M. The position accounts for 0.05% of the portfolio, ranked #283.

JP Morgan Private Wealth Advisors first reported a position in NICE in Q2 2013 and has held it in 42 quarters since. The position peaked at $70M in Q4 2020. 355 funds tracked by Wall St. Rank hold NICE as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 109,320 shares of Nice worth $18.6M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 36,426 Nice shares in Q3 2023, an estimated $7.25M.
  • Nice made up 0.05% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #283 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Nice in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's Nice position peaked at $70M in Q4 2020.
  • 355 funds tracked by Wall St. Rank held Nice as of Q3 2023.

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