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JP Morgan Private Wealth Advisors’s Primerica PRI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PRI Stock Details PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$4.42M Sell
22,807
-1,349
-6% -$276K 0.01% 530
2023
Q2 		$4.78M Sell
24,156
-2,966
-11% -$545K 0.02% 349
2023
Q1 		$4.67M Buy
27,122
+15,526
+134% +$2.54M 0.01% 602
2022
Q4 		$1.64M Buy
11,596
+1,376
+13% +$192K ﹤0.01% 917
2022
Q3 		$1.26M Buy
10,220
+325
+3% +$41.2K ﹤0.01% 1031
2022
Q2 		$1.18M Buy
9,895
+760
+8% +$95.6K ﹤0.01% 1047
2022
Q1 		$1.25M Buy
9,135
+732
+9% +$104K ﹤0.01% 1104
2021
Q4 		$1.29M Buy
8,403
+445
+6% +$70.6K ﹤0.01% 1114
2021
Q3 		$1.22M Buy
7,958
+524
+7% +$78K ﹤0.01% 1118
2021
Q2 		$1.14M Buy
7,434
+1,879
+34% +$297K ﹤0.01% 1135
2021
Q1 		$821K Sell
5,555
-2,436
-30% -$349K ﹤0.01% 1129
2020
Q4 		$1.07M Buy
7,991
+1,072
+15% +$135K ﹤0.01% 985
2020
Q3 		$783K Sell
6,919
-2,380
-26% -$289K ﹤0.01% 986
2020
Q2 		$1.08M Sell
9,299
-225
-2% -$23.9K ﹤0.01% 779
2020
Q1 		$843K Buy
9,524
+459
+5% +$52.5K ﹤0.01% 763
2019
Q4 		$1.18M Buy
9,065
+440
+5% +$56.8K 0.01% 742
2019
Q3 		$1.1M Sell
8,625
-374
-4% -$45.1K 0.01% 722
2019
Q2 		$1.08M Sell
8,999
-66
-0.7% -$8.17K 0.01% 730
2019
Q1 		$1.11M Buy
9,065
+1,344
+17% +$155K 0.01% 762
2018
Q4 		$754K Buy
7,721
+95
+1% +$10.6K ﹤0.01% 843
2018
Q3 		$919K Sell
7,626
-180
-2% -$20.9K ﹤0.01% 851
2018
Q2 		$777K Buy
7,806
+703
+10% +$68.8K ﹤0.01% 852
2018
Q1 		$686K Buy
7,103
+163
+2% +$16.4K ﹤0.01% 770
2017
Q4 		$704K Buy
6,940
+804
+13% +$76.6K ﹤0.01% 762
2017
Q3 		$500K Buy
6,136
+72
+1% +$5.62K ﹤0.01% 848
2017
Q2 		$459K Buy
6,064
+905
+18% +$71K ﹤0.01% 865
2017
Q1 		$424K Buy
5,159
+277
+6% +$21.6K ﹤0.01% 925
2016
Q4 		$337K Sell
4,882
-688
-12% -$43.7K ﹤0.01% 956
2016
Q3 		$295K Buy
5,570
+789
+17% +$43.6K ﹤0.01% 995
2016
Q2 		$274K Sell
4,781
-245
-5% -$12.7K ﹤0.01% 1019
2016
Q1 		$223K Buy
+5,026
New +$217K ﹤0.01% 1044

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Primerica (PRI) stake by 5.6% in Q3 2023, selling an estimated $276K and leaving 22,807 shares worth $4.42M. The position accounts for 0.01% of the portfolio, ranked #530.

JP Morgan Private Wealth Advisors first reported a position in PRI in Q1 2016 and has held it in 31 quarters since. The position peaked at $4.78M in Q2 2023. 367 funds tracked by Wall St. Rank hold PRI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 22,807 shares of Primerica worth $4.42M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,349 Primerica shares in Q3 2023, an estimated $276K.
  • Primerica made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #530 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Primerica in Q1 2016 and has held it in 31 quarters since.
  • JP Morgan Private Wealth Advisors's Primerica position peaked at $4.78M in Q2 2023.
  • 367 funds tracked by Wall St. Rank held Primerica as of Q3 2023.

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