JP Morgan Private Wealth Advisors’s NatWest NWG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio NWG Stock Details NWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$333K	Buy	+57,062	New	+$345K	﹤0.01%	1423
2019 Q1	–	Sell	-16,298	Closed	-$98K	–	1496
2018 Q4	$98K	Sell	16,298 -271,559	-94%	-$1.74M	﹤0.01%	1396
2018 Q3	$2.02M	Hold	287,857	–	–	0.01%	626
2018 Q2	$2.11M	Hold	287,857	–	–	0.01%	593
2018 Q1	$2.29M	Hold	287,857	–	–	0.02%	452
2017 Q4	$2.37M	Hold	287,857	–	–	0.02%	455
2017 Q3	$2.26M	Hold	287,857	–	–	0.02%	441
2017 Q2	$2.02M	Buy	+287,857	New	+$2.01M	0.02%	457

Other funds holding NWG

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in NatWest (NWG) in Q3 2023: 57,062 shares worth $333K. The stake represents ﹤0.01% of the portfolio and ranks #1423 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in NWG as recently as Q4 2018.

JP Morgan Private Wealth Advisors first reported a position in NWG in Q2 2017 and has held it in 8 quarters since. The position peaked at $2.37M in Q4 2017. 175 funds tracked by Wall St. Rank hold NWG as of Q3 2023.

JP Morgan Private Wealth Advisors held 57,062 shares of NatWest worth $333K as of Q3 2023.
NatWest was a new JP Morgan Private Wealth Advisors position in Q3 2023.
NatWest made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1423 holding.
JP Morgan Private Wealth Advisors first reported a position in NatWest in Q2 2017 and has held it in 8 quarters since.
JP Morgan Private Wealth Advisors's NatWest position peaked at $2.37M in Q4 2017.
175 funds tracked by Wall St. Rank held NatWest as of Q3 2023.

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