JMPWA
PBCT

JP Morgan Private Wealth Advisors’s People's United Financial Inc PBCT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PBCT Stock Details PBCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-419,671
Closed -$8.39M – 2070
2022
Q1 		$8.39M Sell
419,671
-1,536,153
-79% -$31.4M 0.02% 487
2021
Q4 		$34.9M Buy
1,955,824
+82,840
+4% +$1.48M 0.08% 240
2021
Q3 		$32.7M Buy
1,872,984
+22,590
+1% +$367K 0.08% 239
2021
Q2 		$31.7M Sell
1,850,394
-125,589
-6% -$2.29M 0.08% 235
2021
Q1 		$35.4M Buy
1,975,983
+1,812,672
+1,110% +$29.2M 0.11% 187
2020
Q4 		$2.11M Buy
163,311
+110,007
+206% +$1.32M 0.01% 713
2020
Q3 		$550K Sell
53,304
-75,619
-59% -$822K ﹤0.01% 1112
2020
Q2 		$1.49M Buy
128,923
+25,488
+25% +$296K 0.01% 671
2020
Q1 		$1.14M Buy
103,435
+68,301
+194% +$1.01M 0.01% 669
2019
Q4 		$594K Buy
35,134
+8,974
+34% +$147K ﹤0.01% 982
2019
Q3 		$409K Buy
26,160
+8,199
+46% +$128K ﹤0.01% 1064
2019
Q2 		$301K Sell
17,961
-2,934
-14% -$48.7K ﹤0.01% 1149
2019
Q1 		$344K Sell
20,895
-36,361
-64% -$606K ﹤0.01% 1152
2018
Q4 		$826K Sell
57,256
-3,002
-5% -$47.5K 0.01% 817
2018
Q3 		$1.03M Sell
60,258
-1,284
-2% -$23.5K 0.01% 820
2018
Q2 		$1.11M Buy
61,542
+23,230
+61% +$432K 0.01% 736
2018
Q1 		$714K Buy
38,312
+129
+0.3% +$2.51K ﹤0.01% 748
2017
Q4 		$715K Sell
38,183
-447
-1% -$8.28K ﹤0.01% 754
2017
Q3 		$701K Sell
38,630
-207
-0.5% -$3.57K 0.01% 730
2017
Q2 		$685K Buy
38,837
+1,135
+3% +$19.7K 0.01% 721
2017
Q1 		$686K Buy
37,702
+656
+2% +$12.4K 0.01% 750
2016
Q4 		$718K Sell
37,046
-1,353
-4% -$23.9K 0.01% 695
2016
Q3 		$608K Sell
38,399
-33,961
-47% -$527K 0.01% 724
2016
Q2 		$1.06M Buy
+72,360
New +$1.12M 0.01% 582
2016
Q1 		– Sell
-70,225
Closed -$1.13M – 1315
2015
Q4 		$1.13M Buy
+70,225
New +$1.14M 0.01% 491
2015
Q3 		– Sell
-71,535
Closed -$1.16M – 1165
2015
Q2 		$1.16M Buy
71,535
+34,490
+93% +$536K 0.01% 477
2015
Q1 		$563K Buy
37,045
+70
+0.2% +$1.04K 0.01% 688
2014
Q4 		$561K Buy
36,975
+776
+2% +$11.4K 0.01% 669
2014
Q3 		$524K Buy
36,199
+211
+0.6% +$3.13K 0.01% 678
2014
Q2 		$546K Sell
35,988
-4,110
-10% -$60.1K 0.01% 538
2014
Q1 		$596K Buy
40,098
+4,226
+12% +$61.5K 0.01% 518
2013
Q4 		$542K Buy
+35,872
New +$527K 0.01% 439

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PBCT Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 419,671 shares — an estimated $8.39M sold.

JP Morgan Private Wealth Advisors first reported a position in PBCT in Q4 2013 and held it in 32 quarters. The position peaked at $35.4M in Q1 2021. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • JP Morgan Private Wealth Advisors reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 419,671 People's United Financial Inc shares in Q2 2022, an estimated $8.39M.
  • JP Morgan Private Wealth Advisors first reported a position in People's United Financial Inc in Q4 2013 and held it in 32 quarters.
  • JP Morgan Private Wealth Advisors's People's United Financial Inc position peaked at $35.4M in Q1 2021.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.