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JP Morgan Private Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$5.91M Sell
73,605
-10,085
-12% -$862K 0.02% 472
2023
Q2 		$7.45M Sell
83,690
-11,081
-12% -$934K 0.04% 275
2023
Q1 		$8M Sell
94,771
-2,569
-3% -$213K 0.02% 485
2022
Q4 		$7.62M Sell
97,340
-3,663
-4% -$270K 0.02% 484
2022
Q3 		$6.44M Buy
101,003
+2,400
+2% +$176K 0.02% 497
2022
Q2 		$6.97M Sell
98,603
-2,469
-2% -$182K 0.02% 492
2022
Q1 		$7.78M Sell
101,072
-3,644
-3% -$291K 0.02% 510
2021
Q4 		$9.12M Sell
104,716
-638
-0.6% -$53.4K 0.02% 456
2021
Q3 		$8.67M Buy
105,354
+3,641
+4% +$320K 0.02% 460
2021
Q2 		$8.32M Buy
101,713
+1,029
+1% +$79.2K 0.02% 458
2021
Q1 		$6.89M Sell
100,684
-13,049
-11% -$853K 0.02% 438
2020
Q4 		$7.68M Sell
113,733
-14,793
-12% -$960K 0.02% 397
2020
Q3 		$8.02M Sell
128,526
-29,559
-19% -$1.81M 0.03% 357
2020
Q2 		$8.99M Buy
+158,085
New +$8.19M 0.04% 303

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Otis Worldwide (OTIS) stake by 12% in Q3 2023, selling an estimated $862K and leaving 73,605 shares worth $5.91M. The position accounts for 0.02% of the portfolio, ranked #472.

JP Morgan Private Wealth Advisors first reported a position in OTIS in Q2 2020 and has held it in 14 quarters since. The position peaked at $9.12M in Q4 2021. 1,097 funds tracked by Wall St. Rank hold OTIS as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 73,605 shares of Otis Worldwide worth $5.91M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 10,085 Otis Worldwide shares in Q3 2023, an estimated $862K.
  • Otis Worldwide made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #472 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 14 quarters since.
  • JP Morgan Private Wealth Advisors's Otis Worldwide position peaked at $9.12M in Q4 2021.
  • 1,097 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2023.

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