JMPWA
PPBI

JP Morgan Private Wealth Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PPBI Stock Details PPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9,558
Closed -$230K – 1807
2023
Q1 		$230K Buy
9,558
+979
+11% +$29.6K ﹤0.01% 1778
2022
Q4 		$271K Sell
8,579
-864
-9% -$29.7K ﹤0.01% 1693
2022
Q3 		$292K Buy
9,443
+63
+0.7% +$2.05K ﹤0.01% 1657
2022
Q2 		$274K Sell
9,380
-812
-8% -$26K ﹤0.01% 1695
2022
Q1 		$360K Buy
10,192
+380
+4% +$14.8K ﹤0.01% 1674
2021
Q4 		$393K Sell
9,812
-1,659
-14% -$68.7K ﹤0.01% 1638
2021
Q3 		$475K Buy
11,471
+513
+5% +$20.1K ﹤0.01% 1519
2021
Q2 		$463K Buy
10,958
+1,840
+20% +$81.7K ﹤0.01% 1504
2021
Q1 		$396K Sell
9,118
-807
-8% -$31.5K ﹤0.01% 1417
2020
Q4 		$311K Buy
+9,925
New +$276K ﹤0.01% 1483
2019
Q2 		– Sell
-11,015
Closed -$292K – 1446
2019
Q1 		$292K Buy
11,015
+37
+0.3% +$1.05K ﹤0.01% 1219
2018
Q4 		$280K Sell
10,978
-102
-0.9% -$3.08K ﹤0.01% 1202
2018
Q3 		$412K Buy
+11,080
New +$423K ﹤0.01% 1151

Other funds holding PPBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PPBI Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Pacific Premier Bancorp (PPBI) in Q2 2023, closing a stake of 9,558 shares — an estimated $230K sold.

JP Morgan Private Wealth Advisors first reported a position in PPBI in Q3 2018 and held it in 13 quarters. The position peaked at $475K in Q3 2021. 224 funds tracked by Wall St. Rank hold PPBI as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Pacific Premier Bancorp position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 9,558 Pacific Premier Bancorp shares in Q2 2023, an estimated $230K.
  • JP Morgan Private Wealth Advisors first reported a position in Pacific Premier Bancorp in Q3 2018 and held it in 13 quarters.
  • JP Morgan Private Wealth Advisors's Pacific Premier Bancorp position peaked at $475K in Q3 2021.
  • 224 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.