JP Morgan Private Wealth Advisors’s Pan American Silver PAAS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
– Sell
-10,160
Closed -$148K – 1767
2023
Q2
$148K Sell
10,160
-1,420
-12% -$23.5K ﹤0.01% 1420
2023
Q1
$211K Buy
+11,580
New +$199K ﹤0.01% 1809
2019
Q2
– Sell
-17,600
Closed -$233K – 1441
2019
Q1
$233K Hold
17,600
– – ﹤0.01% 1319
2018
Q4
$257K Sell
17,600
-17,500
-50% -$250K ﹤0.01% 1239
2018
Q3
$518K Hold
35,100
– – ﹤0.01% 1061
2018
Q2
$628K Hold
35,100
– – ﹤0.01% 928
2018
Q1
$567K Buy
35,100
+14,000
+66% +$223K ﹤0.01% 829
2017
Q4
$328K Buy
+21,100
New +$334K ﹤0.01% 1016

Other funds holding PAAS

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

JP Morgan Private Wealth Advisors sold out of Pan American Silver (PAAS) in Q3 2023, closing a stake of 10,160 shares — an estimated $148K sold.

JP Morgan Private Wealth Advisors first reported a position in PAAS in Q4 2017 and held it in 8 quarters. The position peaked at $628K in Q2 2018. 308 funds tracked by Wall St. Rank hold PAAS as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Pan American Silver position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,160 Pan American Silver shares in Q3 2023, an estimated $148K.
  • JP Morgan Private Wealth Advisors first reported a position in Pan American Silver in Q4 2017 and held it in 8 quarters.
  • JP Morgan Private Wealth Advisors's Pan American Silver position peaked at $628K in Q2 2018.
  • 308 funds tracked by Wall St. Rank held Pan American Silver as of Q3 2023.

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