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JP Morgan Private Wealth Advisors’s Polaris PII Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$463K Sell
4,442
-2,281
-34% -$271K ﹤0.01% 1277
2023
Q2 		$813K Sell
6,723
-1,382
-17% -$153K ﹤0.01% 838
2023
Q1 		$897K Buy
8,105
+264
+3% +$29.2K ﹤0.01% 1208
2022
Q4 		$792K Buy
7,841
+387
+5% +$40.3K ﹤0.01% 1261
2022
Q3 		$713K Buy
7,454
+604
+9% +$67.7K ﹤0.01% 1305
2022
Q2 		$680K Buy
6,850
+42
+0.6% +$4.35K ﹤0.01% 1321
2022
Q1 		$717K Buy
6,808
+1,076
+19% +$123K ﹤0.01% 1367
2021
Q4 		$630K Sell
5,732
-1,290
-18% -$152K ﹤0.01% 1458
2021
Q3 		$840K Sell
7,022
-2,655
-27% -$337K ﹤0.01% 1294
2021
Q2 		$1.32M Buy
9,677
+6,925
+252% +$939K ﹤0.01% 1058
2021
Q1 		$367K Sell
2,752
-1,019
-27% -$124K ﹤0.01% 1444
2020
Q4 		$359K Sell
3,771
-385
-9% -$36.8K ﹤0.01% 1423
2020
Q3 		$392K Sell
4,156
-3,489
-46% -$344K ﹤0.01% 1251
2020
Q2 		$708K Sell
7,645
-366
-5% -$27.9K ﹤0.01% 936
2020
Q1 		$386K Buy
8,011
+2,967
+59% +$243K ﹤0.01% 1032
2019
Q4 		$513K Sell
5,044
-153
-3% -$14.8K ﹤0.01% 1039
2019
Q3 		$457K Buy
5,197
+2,900
+126% +$251K ﹤0.01% 1036
2019
Q2 		$210K Sell
2,297
-646
-22% -$58.8K ﹤0.01% 1287
2019
Q1 		$248K Sell
2,943
-615
-17% -$52.2K ﹤0.01% 1293
2018
Q4 		$273K Sell
3,558
-204
-5% -$18.3K ﹤0.01% 1213
2018
Q3 		$380K Buy
3,762
+53
+1% +$5.92K ﹤0.01% 1188
2018
Q2 		$453K Buy
+3,709
New +$434K ﹤0.01% 1044

Other funds holding PII

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Polaris (PII) stake by 34% in Q3 2023, selling an estimated $271K and leaving 4,442 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

JP Morgan Private Wealth Advisors first reported a position in PII in Q2 2018 and has held it in 22 quarters since. The position peaked at $1.32M in Q2 2021. 480 funds tracked by Wall St. Rank hold PII as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 4,442 shares of Polaris worth $463K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 2,281 Polaris shares in Q3 2023, an estimated $271K.
  • Polaris made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1277 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Polaris in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Polaris position peaked at $1.32M in Q2 2021.
  • 480 funds tracked by Wall St. Rank held Polaris as of Q3 2023.

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