JMPWA
OPTU

JP Morgan Private Wealth Advisors’s Optimum Communications Inc OPTU Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio OPTU Stock Details OPTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$196K Buy
60,000
+4,872
+9% +$15.7K ﹤0.01% 1633
2023
Q2 		$166K Sell
55,128
-104
-0.2% -$295 ﹤0.01% 1413
2023
Q1 		$189K Buy
55,232
+104
+0.2% +$442 ﹤0.01% 1846
2022
Q4 		$254K Hold
55,128
– – ﹤0.01% 1724
2022
Q3 		$321K Sell
55,128
-26
-0% -$249 ﹤0.01% 1627
2022
Q2 		$510K Buy
55,154
+34,023
+161% +$356K ﹤0.01% 1447
2022
Q1 		$264K Buy
21,131
+1,953
+10% +$26.1K ﹤0.01% 1803
2021
Q4 		$310K Buy
19,178
+9,110
+90% +$154K ﹤0.01% 1736
2021
Q3 		$209K Buy
10,068
+522
+5% +$15.2K ﹤0.01% 1839
2021
Q2 		$326K Buy
9,546
+1,405
+17% +$49.2K ﹤0.01% 1643
2021
Q1 		$265K Buy
+8,141
New +$284K ﹤0.01% 1581
2020
Q4 		– Sell
-9,253
Closed -$241K – 1708
2020
Q3 		$241K Sell
9,253
-11,649
-56% -$302K ﹤0.01% 1452
2020
Q2 		$471K Sell
20,902
-9,406
-31% -$231K ﹤0.01% 1131
2020
Q1 		$676K Buy
30,308
+71
+0.2% +$1.85K ﹤0.01% 829
2019
Q4 		$827K Buy
30,237
+10,085
+50% +$279K ﹤0.01% 868
2019
Q3 		$578K Buy
+20,152
New +$549K ﹤0.01% 951

Other funds holding OPTU

CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Optimum Communications Inc (OPTU) stake by 8.8% in Q3 2023, buying an estimated $15.7K and bringing the position to 60,000 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

JP Morgan Private Wealth Advisors first reported a position in OPTU in Q3 2019 and has held it in 16 quarters since. The position peaked at $827K in Q4 2019. 188 funds tracked by Wall St. Rank hold OPTU as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 60,000 shares of Optimum Communications Inc worth $196K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 4,872 Optimum Communications Inc shares in Q3 2023, an estimated $15.7K.
  • Optimum Communications Inc made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1633 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Optimum Communications Inc in Q3 2019 and has held it in 16 quarters since.
  • JP Morgan Private Wealth Advisors's Optimum Communications Inc position peaked at $827K in Q4 2019.
  • 188 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q3 2023.

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