JMPWA
NSP icon

JP Morgan Private Wealth Advisors’s Insperity NSP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio NSP Stock Details NSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,730
Closed -$325K – 1763
2023
Q2 		$325K Sell
2,730
-206
-7% -$24.5K ﹤0.01% 1214
2023
Q1 		$357K Buy
2,936
+604
+26% +$70.6K ﹤0.01% 1609
2022
Q4 		$265K Sell
2,332
-597
-20% -$67.6K ﹤0.01% 1700
2022
Q3 		$299K Buy
2,929
+320
+12% +$34.4K ﹤0.01% 1647
2022
Q2 		$260K Sell
2,609
-200
-7% -$19.8K ﹤0.01% 1719
2022
Q1 		$282K Buy
2,809
+2
+0.1% +$199 ﹤0.01% 1776
2021
Q4 		$332K Sell
2,807
-2,276
-45% -$269K ﹤0.01% 1709
2021
Q3 		$563K Sell
5,083
-6
-0.1% -$616 ﹤0.01% 1457
2021
Q2 		$460K Buy
5,089
+307
+6% +$27.4K ﹤0.01% 1508
2021
Q1 		$400K Buy
4,782
+1,961
+70% +$167K ﹤0.01% 1408
2020
Q4 		$230K Buy
+2,821
New +$232K ﹤0.01% 1591

Other funds holding NSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Insperity (NSP) in Q3 2023, closing a stake of 2,730 shares — an estimated $325K sold.

JP Morgan Private Wealth Advisors first reported a position in NSP in Q4 2020 and held it in 11 quarters. The position peaked at $563K in Q3 2021. 325 funds tracked by Wall St. Rank hold NSP as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Insperity position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,730 Insperity shares in Q3 2023, an estimated $325K.
  • JP Morgan Private Wealth Advisors first reported a position in Insperity in Q4 2020 and held it in 11 quarters.
  • JP Morgan Private Wealth Advisors's Insperity position peaked at $563K in Q3 2021.
  • 325 funds tracked by Wall St. Rank held Insperity as of Q3 2023.

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