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JP Morgan Private Wealth Advisors’s Prospect Capital PSEC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PSEC Stock Details PSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.44M Buy
567,771
+7,431
+1% +$46.3K 0.01% 588
2023
Q2 		$3.47M Sell
560,340
-20,565
-4% -$132K 0.02% 410
2023
Q1 		$4.04M Sell
580,905
-22,334
-4% -$162K 0.01% 644
2022
Q4 		$4.22M Buy
603,239
+49,317
+9% +$355K 0.01% 618
2022
Q3 		$3.43M Sell
553,922
-36,426
-6% -$272K 0.01% 667
2022
Q2 		$4.13M Buy
590,348
+52,716
+10% +$405K 0.01% 621
2022
Q1 		$4.45M Buy
537,632
+68,235
+15% +$568K 0.01% 655
2021
Q4 		$3.95M Buy
469,397
+30,651
+7% +$258K 0.01% 677
2021
Q3 		$3.38M Buy
438,746
+54,314
+14% +$438K 0.01% 702
2021
Q2 		$3.23M Buy
384,432
+13,698
+4% +$115K 0.01% 706
2021
Q1 		$2.84M Buy
370,734
+7,305
+2% +$50.4K 0.01% 652
2020
Q4 		$1.97M Sell
363,429
-27,775
-7% -$146K 0.01% 732
2020
Q3 		$1.97M Sell
391,204
-17,429
-4% -$87.6K 0.01% 654
2020
Q2 		$2.09M Buy
408,633
+3,900
+1% +$18.3K 0.01% 573
2020
Q1 		$1.72M Sell
404,733
-84,823
-17% -$501K 0.01% 571
2019
Q4 		$3.15M Buy
489,556
+76,680
+19% +$500K 0.01% 524
2019
Q3 		$2.72M Buy
412,876
+22,155
+6% +$146K 0.01% 526
2019
Q2 		$2.55M Buy
390,721
+52,180
+15% +$345K 0.01% 538
2019
Q1 		$2.21M Buy
338,541
+13,597
+4% +$90.4K 0.01% 588
2018
Q4 		$2.05M Sell
324,944
-215,336
-40% -$1.45M 0.01% 562
2018
Q3 		$3.96M Buy
540,280
+47,956
+10% +$339K 0.02% 478
2018
Q2 		$3.3M Buy
492,324
+70,760
+17% +$470K 0.02% 492
2018
Q1 		$2.76M Buy
421,564
+21,610
+5% +$144K 0.02% 431
2017
Q4 		$2.7M Sell
399,954
-1,473,904
-79% -$9.61M 0.02% 437
2017
Q3 		$12.6M Sell
1,873,858
-409,243
-18% -$3.07M 0.09% 195
2017
Q2 		$18.5M Buy
2,283,101
+9,334
+0.4% +$80K 0.14% 155
2017
Q1 		$20.6M Buy
2,273,767
+239,205
+12% +$2.14M 0.16% 144
2016
Q4 		$17M Buy
2,034,562
+144,125
+8% +$1.16M 0.15% 143
2016
Q3 		$15.3M Buy
1,890,437
+141,201
+8% +$1.17M 0.14% 154
2016
Q2 		$13.7M Buy
1,749,236
+164,839
+10% +$1.24M 0.13% 152
2016
Q1 		$11.5M Buy
1,584,397
+8,297
+0.5% +$55.1K 0.11% 162
2015
Q4 		$11M Buy
1,576,100
+42,684
+3% +$310K 0.11% 170
2015
Q3 		$10.9M Buy
1,533,416
+696,452
+83% +$5.19M 0.14% 153
2015
Q2 		$6.17M Buy
836,964
+375,218
+81% +$3.01M 0.07% 228
2015
Q1 		$3.9M Buy
461,746
+43,143
+10% +$369K 0.04% 275
2014
Q4 		$3.46M Buy
418,603
+73,748
+21% +$680K 0.04% 290
2014
Q3 		$3.41M Buy
344,855
+110,913
+47% +$1.17M 0.04% 291
2014
Q2 		$2.49M Buy
233,942
+193,019
+472% +$2.01M 0.04% 264
2014
Q1 		$442K Buy
40,923
+23,221
+131% +$257K 0.01% 609
2013
Q4 		$199K Sell
17,702
-2,446
-12% -$27.5K ﹤0.01% 619
2013
Q3 		$225K Buy
+20,148
New +$224K 0.01% 571

Other funds holding PSEC

YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Prospect Capital (PSEC) stake by 1.3% in Q3 2023, buying an estimated $46.3K and bringing the position to 567,771 shares worth $3.44M. The position accounts for 0.01% of the portfolio, ranked #588.

JP Morgan Private Wealth Advisors first reported a position in PSEC in Q3 2013 and has held it in 41 quarters since. The position peaked at $20.6M in Q1 2017. 234 funds tracked by Wall St. Rank hold PSEC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 567,771 shares of Prospect Capital worth $3.44M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 7,431 Prospect Capital shares in Q3 2023, an estimated $46.3K.
  • Prospect Capital made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #588 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Prospect Capital in Q3 2013 and has held it in 41 quarters since.
  • JP Morgan Private Wealth Advisors's Prospect Capital position peaked at $20.6M in Q1 2017.
  • 234 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2023.

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