JMPWA
POST icon

JP Morgan Private Wealth Advisors’s Post Holdings POST Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-17,330
Closed -$1.42M – 1988
2022
Q3 		$1.42M Buy
17,330
+219
+1% +$18.9K ﹤0.01% 983
2022
Q2 		$1.41M Sell
17,111
-1,132
-6% -$87.8K ﹤0.01% 971
2022
Q1 		$1.26M Sell
18,243
-8,162
-31% -$571K ﹤0.01% 1098
2021
Q4 		$1.95M Sell
26,405
-33,610
-56% -$2.3M ﹤0.01% 920
2021
Q3 		$4.33M Buy
60,015
+1,943
+3% +$138K 0.01% 625
2021
Q2 		$4.12M Buy
58,072
+2,401
+4% +$177K 0.01% 639
2021
Q1 		$3.85M Sell
55,671
-521
-0.9% -$34.1K 0.01% 572
2020
Q4 		$3.71M Buy
56,192
+470
+0.8% +$29K 0.01% 565
2020
Q3 		$3.14M Buy
55,722
+265
+0.5% +$15.1K 0.01% 534
2020
Q2 		$3.18M Sell
55,457
-28,774
-34% -$1.67M 0.01% 468
2020
Q1 		$4.57M Buy
84,231
+2,918
+4% +$190K 0.03% 366
2019
Q4 		$5.81M Buy
81,313
+196
+0.2% +$13.4K 0.03% 394
2019
Q3 		$5.62M Buy
81,117
+912
+1% +$62.1K 0.03% 381
2019
Q2 		$5.46M Buy
80,205
+24,253
+43% +$1.7M 0.03% 367
2019
Q1 		$4.01M Hold
55,952
– – 0.02% 452
2018
Q4 		$3.26M Buy
+55,952
New +$3.37M 0.02% 455

Other funds holding POST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

JP Morgan Private Wealth Advisors's POST Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Post Holdings (POST) in Q4 2022, closing a stake of 17,330 shares — an estimated $1.42M sold.

JP Morgan Private Wealth Advisors first reported a position in POST in Q4 2018 and held it in 16 quarters. The position peaked at $5.81M in Q4 2019. 357 funds tracked by Wall St. Rank hold POST as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Post Holdings position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 17,330 Post Holdings shares in Q4 2022, an estimated $1.42M.
  • JP Morgan Private Wealth Advisors first reported a position in Post Holdings in Q4 2018 and held it in 16 quarters.
  • JP Morgan Private Wealth Advisors's Post Holdings position peaked at $5.81M in Q4 2019.
  • 357 funds tracked by Wall St. Rank held Post Holdings as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.