JMPWA
PFG icon

JP Morgan Private Wealth Advisors’s Principal Financial Group PFG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.11M Sell
29,294
-2,035
-6% -$158K 0.01% 714
2023
Q2 		$2.38M Sell
31,329
-6,922
-18% -$499K 0.01% 508
2023
Q1 		$2.84M Buy
38,251
+3,105
+9% +$263K 0.01% 754
2022
Q4 		$2.95M Sell
35,146
-148
-0.4% -$12.7K 0.01% 727
2022
Q3 		$2.55M Buy
35,294
+9,874
+39% +$709K 0.01% 759
2022
Q2 		$1.7M Buy
25,420
+311
+1% +$21.9K ﹤0.01% 896
2022
Q1 		$1.84M Sell
25,109
-923
-4% -$66.8K ﹤0.01% 935
2021
Q4 		$1.88M Buy
26,032
+2,777
+12% +$194K ﹤0.01% 935
2021
Q3 		$1.5M Buy
23,255
+5,137
+28% +$330K ﹤0.01% 1022
2021
Q2 		$1.15M Buy
18,118
+1,992
+12% +$127K ﹤0.01% 1128
2021
Q1 		$967K Buy
16,126
+362
+2% +$20.2K ﹤0.01% 1057
2020
Q4 		$782K Buy
15,764
+769
+5% +$35.2K ﹤0.01% 1098
2020
Q3 		$604K Buy
14,995
+1,434
+11% +$61.1K ﹤0.01% 1083
2020
Q2 		$563K Sell
13,561
-2,624
-16% -$95.7K ﹤0.01% 1038
2020
Q1 		$507K Buy
+16,185
New +$766K ﹤0.01% 922
2014
Q4 		– Sell
-5,303
Closed -$278K – 1130
2014
Q3 		$278K Sell
5,303
-454
-8% -$23.8K ﹤0.01% 867
2014
Q2 		$291K Buy
+5,757
New +$271K ﹤0.01% 719

Other funds holding PFG

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
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Principal Financial Group (PFG) stake by 6.5% in Q3 2023, selling an estimated $158K and leaving 29,294 shares worth $2.11M. The position accounts for 0.01% of the portfolio, ranked #714.

JP Morgan Private Wealth Advisors first reported a position in PFG in Q2 2014 and has held it in 17 quarters since. The position peaked at $2.95M in Q4 2022. 722 funds tracked by Wall St. Rank hold PFG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 29,294 shares of Principal Financial Group worth $2.11M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 2,035 Principal Financial Group shares in Q3 2023, an estimated $158K.
  • Principal Financial Group made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #714 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Principal Financial Group in Q2 2014 and has held it in 17 quarters since.
  • JP Morgan Private Wealth Advisors's Principal Financial Group position peaked at $2.95M in Q4 2022.
  • 722 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2023.

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