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JMPWA
JP Morgan Private Wealth Advisors’s
New York Times
NYT
Stock Holding History
JP Morgan Private Wealth Advisors’s Portfolio
NYT Stock Details
NYT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-9,873
Closed
-$284K
–
1981
2022
Q3
$284K
Buy
9,873
+617
+7%
+$18.9K
﹤0.01%
1672
2022
Q2
$258K
Sell
9,256
-68,606
-88%
-$2.48M
﹤0.01%
1726
2022
Q1
$3.57M
Buy
77,862
+68,789
+758%
+$2.98M
0.01%
706
2021
Q4
$438K
Buy
9,073
+10
+0.1%
+$494
﹤0.01%
1603
2021
Q3
$447K
Sell
9,063
-37
-0.4%
-$1.75K
﹤0.01%
1539
2021
Q2
$396K
Buy
9,100
+2,357
+35%
+$105K
﹤0.01%
1570
2021
Q1
$341K
Sell
6,743
-34,443
-84%
-$1.73M
﹤0.01%
1471
2020
Q4
$2.13M
Buy
41,186
+1,970
+5%
+$87.6K
0.01%
710
2020
Q3
$1.68M
Sell
39,216
-2,999
-7%
-$131K
0.01%
704
2020
Q2
$1.77M
Sell
42,215
-982
-2%
-$35.7K
0.01%
618
2020
Q1
$1.33M
Sell
43,197
-8,884
-17%
-$305K
0.01%
632
2019
Q4
$1.68M
Sell
52,081
-231
-0.4%
-$7.17K
0.01%
650
2019
Q3
$1.49M
Buy
52,312
+14,574
+39%
+$460K
0.01%
642
2019
Q2
$1.23M
Sell
37,738
-14,700
-28%
-$490K
0.01%
697
2019
Q1
$1.72M
Sell
52,438
-5,250
-9%
-$155K
0.01%
648
2018
Q4
$1.29M
Buy
57,688
+15,496
+37%
+$393K
0.01%
678
2018
Q3
$977K
Buy
+42,192
New
+$1.01M
﹤0.01%
835
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$5.71B AUM
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SP
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$4.14B AUM
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1-Year Est. Return
JSP
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$247M AUM
20.29%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
FCM
Farallon Capital Management
San Francisco, California
$17.5B AUM
50.95%
1-Year Est. Return
DCP
Darsana Capital Partners
New York
$4.7B AUM
50.56%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
SC
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New York
$9.61B AUM
27.49%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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