JMPWA
PHG icon

JP Morgan Private Wealth Advisors’s Philips PHG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PHG Stock Details PHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.27M Buy
+71,377
New +$1.37M ﹤0.01% 894
2023
Q2 		– Sell
-78,901
Closed -$1.24M – 1799
2023
Q1 		$1.24M Buy
78,901
+28,450
+56% +$409K ﹤0.01% 1068
2022
Q4 		$648K Buy
50,451
+4,133
+9% +$49.8K ﹤0.01% 1350
2022
Q3 		$610K Buy
46,318
+13,279
+40% +$216K ﹤0.01% 1372
2022
Q2 		$609K Sell
33,039
-15,875
-32% -$342K ﹤0.01% 1377
2022
Q1 		$1.23M Buy
48,914
+6,559
+15% +$179K ﹤0.01% 1112
2021
Q4 		$1.29M Buy
42,355
+2,924
+7% +$99.3K ﹤0.01% 1112
2021
Q3 		$1.45M Sell
39,431
-904
-2% -$34.4K ﹤0.01% 1040
2021
Q2 		$1.66M Buy
40,335
+5,322
+15% +$246K ﹤0.01% 960
2021
Q1 		$1.62M Sell
35,013
-5,908
-14% -$268K 0.01% 842
2020
Q4 		$1.8M Buy
40,921
+3,566
+10% +$147K 0.01% 776
2020
Q3 		$1.43M Buy
37,355
+10,425
+39% +$418K 0.01% 750
2020
Q2 		$1.02M Buy
26,930
+2,361
+10% +$82.2K ﹤0.01% 804
2020
Q1 		$784K Sell
24,569
-8,326
-25% -$295K ﹤0.01% 788
2019
Q4 		$1.28M Buy
32,895
+1,405
+4% +$50.8K 0.01% 712
2019
Q3 		$1.16M Buy
31,490
+6,921
+28% +$255K 0.01% 710
2019
Q2 		$851K Sell
24,569
-18,500
-43% -$594K ﹤0.01% 800
2019
Q1 		$1.37M Buy
43,069
+20,813
+94% +$620K 0.01% 701
2018
Q4 		$607K Sell
22,256
-8,633
-28% -$255K ﹤0.01% 896
2018
Q3 		$1.09M Sell
30,889
-651
-2% -$22.3K 0.01% 800
2018
Q2 		$1.03M Buy
31,540
+1,478
+5% +$47.3K 0.01% 761
2018
Q1 		$874K Buy
+30,062
New +$893K 0.01% 683
2017
Q4 		– Sell
-6,723
Closed -$210K – 1320
2017
Q3 		$210K Buy
+6,723
New +$196K ﹤0.01% 1134
2017
Q2 		– Sell
-10,935
Closed -$260K – 1326
2017
Q1 		$260K Sell
10,935
-8,843
-45% -$198K ﹤0.01% 1135
2016
Q4 		$447K Sell
19,778
-2,183
-10% -$47.6K ﹤0.01% 845
2016
Q3 		$481K Sell
21,961
-2,558
-10% -$52.4K ﹤0.01% 801
2016
Q2 		$453K Sell
24,519
-994
-4% -$19.2K ﹤0.01% 814
2016
Q1 		$521K Buy
25,513
+4,601
+22% +$85K 0.01% 745
2015
Q4 		$381K Buy
20,912
+3,352
+19% +$62.8K ﹤0.01% 778
2015
Q3 		$295K Sell
17,560
-1,095
-6% -$20.4K ﹤0.01% 800
2015
Q2 		$340K Buy
18,655
+341
+2% +$6.73K ﹤0.01% 800
2015
Q1 		$360K Sell
18,314
-1,044
-5% -$20.8K ﹤0.01% 826
2014
Q4 		$389K Sell
19,358
-2,332
-11% -$46.5K ﹤0.01% 799
2014
Q3 		$477K Buy
21,690
+1,855
+9% +$39.8K 0.01% 705
2014
Q2 		$437K Buy
19,835
+5,329
+37% +$120K 0.01% 605
2014
Q1 		$353K Buy
+14,506
New +$356K 0.01% 676

Other funds holding PHG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Philips (PHG) in Q3 2023: 71,377 shares worth $1.27M. The stake represents ﹤0.01% of the portfolio and ranks #894 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in PHG as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in PHG in Q1 2014 and has held it in 36 quarters since. The position peaked at $1.8M in Q4 2020. 268 funds tracked by Wall St. Rank hold PHG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 71,377 shares of Philips worth $1.27M as of Q3 2023.
  • Philips was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Philips made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #894 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Philips in Q1 2014 and has held it in 36 quarters since.
  • JP Morgan Private Wealth Advisors's Philips position peaked at $1.8M in Q4 2020.
  • 268 funds tracked by Wall St. Rank held Philips as of Q3 2023.

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