JP Morgan Private Wealth Advisors’s Piper Sandler PIPR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PIPR Stock Details PIPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$719K	Buy	19,788 +88	+0.4%	+$3.18K	﹤0.01%	1099
2023 Q2	$637K	Sell	19,700 -1,156	-6%	-$38.2K	﹤0.01%	937
2023 Q1	$723K	Buy	20,856 +476	+2%	+$17K	﹤0.01%	1319
2022 Q4	$663K	Buy	20,380 +720	+4%	+$23.5K	﹤0.01%	1338
2022 Q3	$515K	Buy	19,660 +2,332	+13%	+$67.9K	﹤0.01%	1442
2022 Q2	$491K	Buy	17,328 +636	+4%	+$19.2K	﹤0.01%	1464
2022 Q1	$548K	Sell	16,692 -292	-2%	-$10.8K	﹤0.01%	1497
2021 Q4	$758K	Buy	16,984 +500	+3%	+$21.2K	﹤0.01%	1381
2021 Q3	$571K	Buy	16,484 +720	+5%	+$24.1K	﹤0.01%	1450
2021 Q2	$511K	Buy	15,764 +6,816	+76%	+$209K	﹤0.01%	1470
2021 Q1	$245K	Sell	8,948 -5,100	-36%	-$135K	﹤0.01%	1606
2020 Q4	$354K	Buy	14,048 +1,028	+8%	+$23.3K	﹤0.01%	1431
2020 Q3	$238K	Buy	+13,020	New	+$222K	﹤0.01%	1461

Other funds holding PIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Piper Sandler (PIPR) stake by 0.45% in Q3 2023, buying an estimated $3.18K and bringing the position to 19,788 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

JP Morgan Private Wealth Advisors first reported a position in PIPR in Q3 2020 and has held it in 13 quarters since. The position peaked at $758K in Q4 2021. 240 funds tracked by Wall St. Rank hold PIPR as of Q3 2023.

JP Morgan Private Wealth Advisors held 19,788 shares of Piper Sandler worth $719K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 88 Piper Sandler shares in Q3 2023, an estimated $3.18K.
Piper Sandler made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1099 holding.
JP Morgan Private Wealth Advisors first reported a position in Piper Sandler in Q3 2020 and has held it in 13 quarters since.
JP Morgan Private Wealth Advisors's Piper Sandler position peaked at $758K in Q4 2021.
240 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2023.

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