JP Morgan Private Wealth Advisors’s People Inc PPLI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PPLI Stock Details PPLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,312	Closed	-$355K	–	1964
2022 Q1	$355K	Sell	4,312 -658	-13%	-$63.9K	﹤0.01%	1681
2021 Q4	$533K	Buy	4,970 +1,192	+32%	+$134K	﹤0.01%	1526
2021 Q3	$404K	Buy	3,778 +155	+4%	+$17.1K	﹤0.01%	1586
2021 Q2	$458K	Buy	3,623 +12	+0.3%	+$1.55K	﹤0.01%	1512
2021 Q1	$426K	Buy	+3,611	New	+$448K	﹤0.01%	1384
2020 Q3	–	Sell	-5,685	Closed	-$329K	–	1608
2020 Q2	$329K	Buy	+5,685	New	+$253K	﹤0.01%	1267
2020 Q1	–	Sell	-9,048	Closed	-$403K	–	1473
2019 Q4	$403K	Sell	9,048 -3,777	-29%	-$152K	﹤0.01%	1125
2019 Q3	$500K	Buy	+12,825	New	+$548K	﹤0.01%	1006
2019 Q1	–	Sell	-9,652	Closed	-$316K	–	1485
2018 Q4	$316K	Buy	9,652 +1,007	+12%	+$33.8K	﹤0.01%	1147
2018 Q3	$335K	Buy	+8,645	New	+$281K	﹤0.01%	1235
2018 Q2	–	Sell	-9,115	Closed	-$255K	–	1494
2018 Q1	$255K	Buy	+9,115	New	+$240K	﹤0.01%	1108

Other funds holding PPLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PPLI Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of People Inc (PPLI) in Q2 2022, closing a stake of 4,312 shares — an estimated $355K sold.

JP Morgan Private Wealth Advisors first reported a position in PPLI in Q1 2018 and held it in 11 quarters. The position peaked at $533K in Q4 2021. 404 funds tracked by Wall St. Rank hold PPLI as of Q2 2022.

JP Morgan Private Wealth Advisors reported no remaining People Inc position as of Q2 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 4,312 People Inc shares in Q2 2022, an estimated $355K.
JP Morgan Private Wealth Advisors first reported a position in People Inc in Q1 2018 and held it in 11 quarters.
JP Morgan Private Wealth Advisors's People Inc position peaked at $533K in Q4 2021.
404 funds tracked by Wall St. Rank held People Inc as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.