JMPWA
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JP Morgan Private Wealth Advisors’s Pool Corp POOL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$856K Sell
2,403
-107
-4% -$38.9K ﹤0.01% 1037
2023
Q2 		$940K Sell
2,510
-1,037
-29% -$355K ﹤0.01% 779
2023
Q1 		$1.21M Sell
3,547
-231
-6% -$82K ﹤0.01% 1084
2022
Q4 		$1.14M Buy
3,778
+15
+0.4% +$4.75K ﹤0.01% 1085
2022
Q3 		$1.2M Sell
3,763
-127
-3% -$45.3K ﹤0.01% 1053
2022
Q2 		$1.37M Sell
3,890
-1,016
-21% -$403K ﹤0.01% 986
2022
Q1 		$2.08M Sell
4,906
-1,710
-26% -$799K ﹤0.01% 886
2021
Q4 		$3.75M Buy
6,616
+91
+1% +$47.7K 0.01% 695
2021
Q3 		$2.83M Buy
6,525
+2,261
+53% +$1.07M 0.01% 762
2021
Q2 		$1.96M Sell
4,264
-1,177
-22% -$496K 0.01% 890
2021
Q1 		$1.88M Sell
5,441
-1,287
-19% -$448K 0.01% 794
2020
Q4 		$2.51M Sell
6,728
-1,012
-13% -$353K 0.01% 656
2020
Q3 		$2.59M Buy
7,740
+103
+1% +$31.9K 0.01% 582
2020
Q2 		$2.08M Buy
7,637
+346
+5% +$80.1K 0.01% 575
2020
Q1 		$1.44M Buy
7,291
+761
+12% +$162K 0.01% 609
2019
Q4 		$1.39M Sell
6,530
-270
-4% -$55.7K 0.01% 693
2019
Q3 		$1.37M Buy
6,800
+1,841
+37% +$355K 0.01% 669
2019
Q2 		$947K Sell
4,959
-80
-2% -$14.4K 0.01% 770
2019
Q1 		$831K Buy
5,039
+194
+4% +$30.1K ﹤0.01% 852
2018
Q4 		$720K Sell
4,845
-265
-5% -$39.7K ﹤0.01% 856
2018
Q3 		$853K Sell
5,110
-654
-11% -$106K ﹤0.01% 877
2018
Q2 		$873K Buy
5,764
+399
+7% +$58.6K ﹤0.01% 817
2018
Q1 		$784K Buy
5,365
+324
+6% +$44.6K 0.01% 714
2017
Q4 		$654K Sell
5,041
-76
-1% -$9.23K ﹤0.01% 779
2017
Q3 		$554K Buy
5,117
+841
+20% +$91K ﹤0.01% 804
2017
Q2 		$503K Sell
4,276
-554
-11% -$66.5K ﹤0.01% 837
2017
Q1 		$576K Buy
+4,830
New +$541K ﹤0.01% 797
2016
Q1 		– Sell
-3,521
Closed -$284K – 1282
2015
Q4 		$284K Buy
+3,521
New +$282K ﹤0.01% 888

Other funds holding POOL

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Pool Corp (POOL) stake by 4.3% in Q3 2023, selling an estimated $38.9K and leaving 2,403 shares worth $856K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

JP Morgan Private Wealth Advisors first reported a position in POOL in Q4 2015 and has held it in 28 quarters since. The position peaked at $3.75M in Q4 2021. 724 funds tracked by Wall St. Rank hold POOL as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,403 shares of Pool Corp worth $856K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 107 Pool Corp shares in Q3 2023, an estimated $38.9K.
  • Pool Corp made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1037 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Pool Corp in Q4 2015 and has held it in 28 quarters since.
  • JP Morgan Private Wealth Advisors's Pool Corp position peaked at $3.75M in Q4 2021.
  • 724 funds tracked by Wall St. Rank held Pool Corp as of Q3 2023.

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