JP Morgan Private Wealth Advisors’s OR Royalties Inc OR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$126K	Sell	10,710 -500	-4%	-$6.83K	﹤0.01%	1673
2023 Q2	$173K	Buy	11,210 +500	+5%	+$8.09K	﹤0.01%	1409
2023 Q1	$169K	Hold	10,710	–	–	﹤0.01%	1859
2022 Q4	$129K	Hold	10,710	–	–	﹤0.01%	1872
2022 Q3	$110K	Hold	10,710	–	–	﹤0.01%	1875
2022 Q2	$108K	Buy	+10,710	New	+$129K	﹤0.01%	1873

Other funds holding OR

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its OR Royalties Inc (OR) stake by 4.5% in Q3 2023, selling an estimated $6.83K and leaving 10,710 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

JP Morgan Private Wealth Advisors first reported a position in OR in Q2 2022 and has held it in 6 quarters since. The position peaked at $173K in Q2 2023. 163 funds tracked by Wall St. Rank hold OR as of Q3 2023.

JP Morgan Private Wealth Advisors held 10,710 shares of OR Royalties Inc worth $126K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 500 OR Royalties Inc shares in Q3 2023, an estimated $6.83K.
OR Royalties Inc made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1673 holding.
JP Morgan Private Wealth Advisors first reported a position in OR Royalties Inc in Q2 2022 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's OR Royalties Inc position peaked at $173K in Q2 2023.
163 funds tracked by Wall St. Rank held OR Royalties Inc as of Q3 2023.

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