JMPWA
PLMR icon

JP Morgan Private Wealth Advisors’s Palomar PLMR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PLMR Stock Details PLMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,703
Closed -$258K – 1985
2022
Q4 		$258K Buy
+5,703
New +$389K ﹤0.01% 1714

Other funds holding PLMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PLMR Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Palomar (PLMR) in Q1 2023, closing a stake of 5,703 shares — an estimated $258K sold.

JP Morgan Private Wealth Advisors first reported a position in PLMR in Q4 2022 and held it in 1 quarter. The position peaked at $258K in Q4 2022. 176 funds tracked by Wall St. Rank hold PLMR as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Palomar position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 5,703 Palomar shares in Q1 2023, an estimated $258K.
  • JP Morgan Private Wealth Advisors first reported a position in Palomar in Q4 2022 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Palomar position peaked at $258K in Q4 2022.
  • 176 funds tracked by Wall St. Rank held Palomar as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.