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JP Morgan Private Wealth Advisors’s Priority Technology Holdings PRTH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PRTH Stock Details PRTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$51.8K Hold
16,000
– – ﹤0.01% 1703
2023
Q2 		$57.9K Hold
16,000
– – ﹤0.01% 1454
2023
Q1 		$57.4K Buy
+16,000
New +$68.3K ﹤0.01% 1913

Other funds holding PRTH

SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its Priority Technology Holdings (PRTH) position steady in Q3 2023 at 16,000 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1703.

JP Morgan Private Wealth Advisors first reported a position in PRTH in Q1 2023 and has held it in 3 quarters since. The position peaked at $57.9K in Q2 2023. 37 funds tracked by Wall St. Rank hold PRTH as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 16,000 shares of Priority Technology Holdings worth $51.8K as of Q3 2023.
  • JP Morgan Private Wealth Advisors left its Priority Technology Holdings share count unchanged in Q3 2023.
  • Priority Technology Holdings made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1703 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Priority Technology Holdings in Q1 2023 and has held it in 3 quarters since.
  • JP Morgan Private Wealth Advisors's Priority Technology Holdings position peaked at $57.9K in Q2 2023.
  • 37 funds tracked by Wall St. Rank held Priority Technology Holdings as of Q3 2023.

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