JMPWA
PPL

JP Morgan Private Wealth Advisors’s PPL Corp PPL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PPL Stock Details PPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.83M Sell
162,459
-19,455
-11% -$503K 0.01% 564
2023
Q2 		$4.81M Sell
181,914
-162,410
-47% -$4.48M 0.03% 344
2023
Q1 		$9.57M Buy
344,324
+48,482
+16% +$1.37M 0.02% 437
2022
Q4 		$8.64M Sell
295,842
-6,337
-2% -$174K 0.02% 451
2022
Q3 		$7.66M Sell
302,179
-20,158
-6% -$577K 0.02% 450
2022
Q2 		$8.74M Buy
322,337
+33,359
+12% +$958K 0.02% 435
2022
Q1 		$8.25M Buy
288,978
+52,397
+22% +$1.48M 0.02% 493
2021
Q4 		$7.11M Buy
236,581
+22,355
+10% +$645K 0.02% 522
2021
Q3 		$5.97M Buy
214,226
+32,041
+18% +$924K 0.01% 552
2021
Q2 		$5.1M Buy
182,185
+37,283
+26% +$1.08M 0.01% 588
2021
Q1 		$4.18M Buy
144,902
+5,811
+4% +$163K 0.01% 556
2020
Q4 		$3.92M Sell
139,091
-14,114
-9% -$401K 0.01% 550
2020
Q3 		$4.17M Buy
153,205
+11,692
+8% +$315K 0.02% 468
2020
Q2 		$3.66M Buy
141,513
+35,368
+33% +$920K 0.02% 429
2020
Q1 		$2.62M Buy
106,145
+48,371
+84% +$1.56M 0.01% 480
2019
Q4 		$2.07M Buy
57,774
+7,081
+14% +$237K 0.01% 611
2019
Q3 		$1.6M Buy
50,693
+8,049
+19% +$243K 0.01% 630
2019
Q2 		$1.32M Buy
42,644
+6,247
+17% +$194K 0.01% 680
2019
Q1 		$1.16M Buy
36,397
+6,063
+20% +$188K 0.01% 744
2018
Q4 		$859K Buy
30,334
+14,368
+90% +$436K 0.01% 798
2018
Q3 		$467K Sell
15,966
-3,872
-20% -$113K ﹤0.01% 1100
2018
Q2 		$566K Buy
19,838
+5,410
+37% +$150K ﹤0.01% 967
2018
Q1 		$408K Buy
14,428
+1,682
+13% +$50.1K ﹤0.01% 940
2017
Q4 		$395K Sell
12,746
-2,043
-14% -$73.4K ﹤0.01% 956
2017
Q3 		$562K Sell
14,789
-9,785
-40% -$378K ﹤0.01% 800
2017
Q2 		$950K Buy
24,574
+6,325
+35% +$245K 0.01% 636
2017
Q1 		$682K Buy
18,249
+1,347
+8% +$48.2K 0.01% 753
2016
Q4 		$576K Buy
16,902
+147
+0.9% +$4.93K 0.01% 753
2016
Q3 		$579K Sell
16,755
-5,975
-26% -$215K 0.01% 736
2016
Q2 		$859K Buy
22,730
+3,113
+16% +$119K 0.01% 634
2016
Q1 		$747K Buy
19,617
+2,249
+13% +$79.9K 0.01% 631
2015
Q4 		$593K Buy
17,368
+1,298
+8% +$43.8K 0.01% 636
2015
Q3 		$529K Sell
16,070
-5,308
-25% -$166K 0.01% 597
2015
Q2 		$631K Sell
21,378
-1,956
-8% -$61.1K 0.01% 610
2015
Q1 		$731K Buy
23,334
+4,539
+24% +$146K 0.01% 609
2014
Q4 		$636K Buy
18,795
+4,977
+36% +$163K 0.01% 640
2014
Q3 		$423K Buy
13,818
+1,131
+9% +$35.4K 0.01% 748
2014
Q2 		$420K Sell
12,687
-787
-6% -$24.8K 0.01% 616
2014
Q1 		$415K Buy
13,474
+1,288
+11% +$37.4K 0.01% 628
2013
Q4 		$342K Sell
12,186
-163
-1% -$4.6K 0.01% 514
2013
Q3 		$349K Sell
12,349
-142
-1% -$4.07K 0.01% 487
2013
Q2 		$352K Buy
+12,491
New +$361K 0.01% 472

Other funds holding PPL

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its PPL Corp (PPL) stake by 11% in Q3 2023, selling an estimated $503K and leaving 162,459 shares worth $3.83M. The position accounts for 0.01% of the portfolio, ranked #564.

JP Morgan Private Wealth Advisors first reported a position in PPL in Q2 2013 and has held it in 42 quarters since. The position peaked at $9.57M in Q1 2023. 749 funds tracked by Wall St. Rank hold PPL as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 162,459 shares of PPL Corp worth $3.83M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 19,455 PPL Corp shares in Q3 2023, an estimated $503K.
  • PPL Corp made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #564 holding.
  • JP Morgan Private Wealth Advisors first reported a position in PPL Corp in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's PPL Corp position peaked at $9.57M in Q1 2023.
  • 749 funds tracked by Wall St. Rank held PPL Corp as of Q3 2023.

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