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JP Morgan Private Wealth Advisors’s Performance Food Group PFGC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PFGC Stock Details PFGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$775K Buy
13,160
+37
+0.3% +$2.24K ﹤0.01% 1071
2023
Q2 		$791K Sell
13,123
-9,060
-41% -$533K ﹤0.01% 852
2023
Q1 		$1.34M Sell
22,183
-8,808
-28% -$515K ﹤0.01% 1036
2022
Q4 		$1.81M Buy
30,991
+1,070
+4% +$58.3K ﹤0.01% 891
2022
Q3 		$1.28M Buy
29,921
+678
+2% +$33.5K ﹤0.01% 1023
2022
Q2 		$1.34M Sell
29,243
-313
-1% -$14.5K ﹤0.01% 994
2022
Q1 		$1.5M Buy
29,556
+4,829
+20% +$237K ﹤0.01% 1024
2021
Q4 		$1.14M Sell
24,727
-3,111
-11% -$141K ﹤0.01% 1180
2021
Q3 		$1.29M Sell
27,838
-114
-0.4% -$5.25K ﹤0.01% 1094
2021
Q2 		$1.35M Buy
27,952
+4,200
+18% +$222K ﹤0.01% 1046
2021
Q1 		$1.37M Sell
23,752
-542
-2% -$28.6K ﹤0.01% 905
2020
Q4 		$1.16M Buy
24,294
+214
+0.9% +$9.02K ﹤0.01% 950
2020
Q3 		$834K Sell
24,080
-1,052
-4% -$33.8K ﹤0.01% 954
2020
Q2 		$732K Buy
25,132
+15,296
+156% +$398K ﹤0.01% 927
2020
Q1 		$243K Buy
+9,836
New +$423K ﹤0.01% 1214

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Performance Food Group (PFGC) stake by 0.28% in Q3 2023, buying an estimated $2.24K and bringing the position to 13,160 shares worth $775K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

JP Morgan Private Wealth Advisors first reported a position in PFGC in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.81M in Q4 2022. 368 funds tracked by Wall St. Rank hold PFGC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 13,160 shares of Performance Food Group worth $775K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 37 Performance Food Group shares in Q3 2023, an estimated $2.24K.
  • Performance Food Group made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1071 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Performance Food Group in Q1 2020 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's Performance Food Group position peaked at $1.81M in Q4 2022.
  • 368 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2023.

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