JMPWA
ORAN

JP Morgan Private Wealth Advisors’s Orange ORAN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ORAN Stock Details ORAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-44,073
Closed -$693K – 1490
2019
Q2 		$693K Sell
44,073
-5,516
-11% -$87.1K ﹤0.01% 872
2019
Q1 		$808K Buy
49,589
+6,302
+15% +$97.7K ﹤0.01% 864
2018
Q4 		$701K Buy
43,287
+5,039
+13% +$81.5K ﹤0.01% 858
2018
Q3 		$608K Sell
38,248
-3,452
-8% -$56.9K ﹤0.01% 1007
2018
Q2 		$695K Buy
41,700
+1,424
+4% +$24.8K ﹤0.01% 892
2018
Q1 		$688K Buy
40,276
+14,637
+57% +$254K ﹤0.01% 769
2017
Q4 		$446K Buy
25,639
+583
+2% +$9.74K ﹤0.01% 908
2017
Q3 		$411K Sell
25,056
-7,018
-22% -$117K ﹤0.01% 919
2017
Q2 		$513K Buy
32,074
+2,979
+10% +$48.4K ﹤0.01% 833
2017
Q1 		$452K Buy
29,095
+7,713
+36% +$120K ﹤0.01% 899
2016
Q4 		$324K Buy
21,382
+802
+4% +$12K ﹤0.01% 972
2016
Q3 		$321K Sell
20,580
-2,537
-11% -$39.1K ﹤0.01% 965
2016
Q2 		$380K Buy
+23,117
New +$386K ﹤0.01% 885
2015
Q1 		– Sell
-22,481
Closed -$381K – 1172
2014
Q4 		$381K Sell
22,481
-904
-4% -$14.3K ﹤0.01% 805
2014
Q3 		$345K Buy
23,385
+12,889
+123% +$196K ﹤0.01% 803
2014
Q2 		$166K Sell
10,496
-713
-6% -$11.4K ﹤0.01% 844
2014
Q1 		$165K Buy
+11,209
New +$146K ﹤0.01% 825

Other funds holding ORAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ORAN Position: Q3 2019 in Review

JP Morgan Private Wealth Advisors sold out of Orange (ORAN) in Q3 2019, closing a stake of 44,073 shares — an estimated $693K sold.

JP Morgan Private Wealth Advisors first reported a position in ORAN in Q1 2014 and held it in 17 quarters. The position peaked at $808K in Q1 2019. 164 funds tracked by Wall St. Rank hold ORAN as of Q3 2019.

  • JP Morgan Private Wealth Advisors reported no remaining Orange position as of Q3 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 44,073 Orange shares in Q3 2019, an estimated $693K.
  • JP Morgan Private Wealth Advisors first reported a position in Orange in Q1 2014 and held it in 17 quarters.
  • JP Morgan Private Wealth Advisors's Orange position peaked at $808K in Q1 2019.
  • 164 funds tracked by Wall St. Rank held Orange as of Q3 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.