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JP Morgan Private Wealth Advisors’s PJT Partners PJT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PJT Stock Details PJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$815K Buy
10,263
+267
+3% +$20.6K ﹤0.01% 1054
2023
Q2 		$696K Sell
9,996
-574
-5% -$39.6K ﹤0.01% 894
2023
Q1 		$763K Buy
10,570
+24
+0.2% +$1.84K ﹤0.01% 1292
2022
Q4 		$777K Sell
10,546
-238
-2% -$17.8K ﹤0.01% 1271
2022
Q3 		$721K Sell
10,784
-7
-0.1% -$491 ﹤0.01% 1300
2022
Q2 		$758K Buy
10,791
+22
+0.2% +$1.53K ﹤0.01% 1270
2022
Q1 		$680K Buy
10,769
+114
+1% +$7.42K ﹤0.01% 1388
2021
Q4 		$789K Buy
10,655
+546
+5% +$43.5K ﹤0.01% 1365
2021
Q3 		$800K Buy
10,109
+331
+3% +$25.4K ﹤0.01% 1307
2021
Q2 		$698K Buy
9,778
+421
+4% +$30.1K ﹤0.01% 1354
2021
Q1 		$633K Sell
9,357
-310
-3% -$22.4K ﹤0.01% 1233
2020
Q4 		$727K Buy
9,667
+5
+0.1% +$352 ﹤0.01% 1131
2020
Q3 		$586K Buy
9,662
+7
+0.1% +$393 ﹤0.01% 1089
2020
Q2 		$496K Buy
9,655
+10
+0.1% +$493 ﹤0.01% 1100
2020
Q1 		$418K Sell
9,645
-17
-0.2% -$745 ﹤0.01% 999
2019
Q4 		$436K Buy
9,662
+66
+0.7% +$2.77K ﹤0.01% 1100
2019
Q3 		$391K Sell
9,596
-170
-2% -$6.84K ﹤0.01% 1087
2019
Q2 		$396K Sell
9,766
-10,042
-51% -$409K ﹤0.01% 1061
2019
Q1 		$828K Buy
19,808
+335
+2% +$14.4K ﹤0.01% 854
2018
Q4 		$755K Sell
19,473
-15,755
-45% -$707K ﹤0.01% 842
2018
Q3 		$1.84M Buy
35,228
+24,466
+227% +$1.38M 0.01% 646
2018
Q2 		$574K Buy
10,762
+389
+4% +$21.3K ﹤0.01% 963
2018
Q1 		$520K Buy
+10,373
New +$500K ﹤0.01% 857
2017
Q2 		– Sell
-25,405
Closed -$891K – 1328
2017
Q1 		$891K Sell
25,405
-8
-0% -$277 0.01% 665
2016
Q4 		$785K Buy
25,413
+221
+0.9% +$6.36K 0.01% 667
2016
Q3 		$687K Sell
25,192
-274
-1% -$6.87K 0.01% 685
2016
Q2 		$586K Buy
25,466
+298
+1% +$7.18K 0.01% 736
2016
Q1 		$605K Buy
+25,168
New +$648K 0.01% 686

Other funds holding PJT

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its PJT Partners (PJT) stake by 2.7% in Q3 2023, buying an estimated $20.6K and bringing the position to 10,263 shares worth $815K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

JP Morgan Private Wealth Advisors first reported a position in PJT in Q1 2016 and has held it in 28 quarters since. The position peaked at $1.84M in Q3 2018. 251 funds tracked by Wall St. Rank hold PJT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 10,263 shares of PJT Partners worth $815K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 267 PJT Partners shares in Q3 2023, an estimated $20.6K.
  • PJT Partners made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1054 holding.
  • JP Morgan Private Wealth Advisors first reported a position in PJT Partners in Q1 2016 and has held it in 28 quarters since.
  • JP Morgan Private Wealth Advisors's PJT Partners position peaked at $1.84M in Q3 2018.
  • 251 funds tracked by Wall St. Rank held PJT Partners as of Q3 2023.

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