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JP Morgan Private Wealth Advisors’s Prudential PUK Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PUK Stock Details PUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.7M Buy
77,541
+17,921
+30% +$453K ﹤0.01% 799
2023
Q2 		$1.69M Sell
59,620
-10,605
-15% -$304K 0.01% 620
2023
Q1 		$1.92M Buy
70,225
+5,950
+9% +$179K ﹤0.01% 894
2022
Q4 		$1.77M Sell
64,275
-2,165
-3% -$49.5K ﹤0.01% 897
2022
Q3 		$1.32M Buy
66,440
+16,682
+34% +$382K ﹤0.01% 1007
2022
Q2 		$1.25M Buy
49,758
+8,504
+21% +$218K ﹤0.01% 1024
2022
Q1 		$1.22M Buy
41,254
+17,532
+74% +$560K ﹤0.01% 1122
2021
Q4 		$817K Buy
23,722
+1,911
+9% +$72.5K ﹤0.01% 1340
2021
Q3 		$855K Buy
21,811
+1,637
+8% +$63.3K ﹤0.01% 1288
2021
Q2 		$746K Buy
20,174
+3,239
+19% +$133K ﹤0.01% 1331
2021
Q1 		$701K Sell
16,935
-3,769
-18% -$144K ﹤0.01% 1194
2020
Q4 		$742K Sell
20,704
-1,366
-6% -$41.9K ﹤0.01% 1123
2020
Q3 		$612K Sell
22,070
-876
-4% -$26.2K ﹤0.01% 1074
2020
Q2 		$676K Sell
22,946
-2,720
-11% -$71.9K ﹤0.01% 957
2020
Q1 		$617K Sell
25,666
-2,024
-7% -$64.5K ﹤0.01% 857
2019
Q4 		$1.02M Buy
27,690
+438
+2% +$15.4K ﹤0.01% 786
2019
Q3 		$962K Sell
27,252
-3,013
-10% -$112K 0.01% 771
2019
Q2 		$1.29M Sell
30,265
-17,416
-37% -$725K 0.01% 686
2019
Q1 		$1.86M Buy
47,681
+6,761
+17% +$261K 0.01% 631
2018
Q4 		$1.4M Buy
40,920
+5,093
+14% +$195K 0.01% 652
2018
Q3 		$1.59M Buy
35,827
+11,793
+49% +$522K 0.01% 677
2018
Q2 		$1.06M Buy
24,034
+15,060
+168% +$735K 0.01% 752
2018
Q1 		$445K Buy
8,974
+1,971
+28% +$99.7K ﹤0.01% 905
2017
Q4 		$345K Sell
7,003
-473
-6% -$22.5K ﹤0.01% 999
2017
Q3 		$348K Buy
7,476
+1,819
+32% +$83.1K ﹤0.01% 974
2017
Q2 		$252K Sell
5,657
-6,588
-54% -$285K ﹤0.01% 1076
2017
Q1 		$503K Buy
12,245
+6,394
+109% +$251K ﹤0.01% 851
2016
Q4 		$226K Buy
+5,851
New +$210K ﹤0.01% 1119

Other funds holding PUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
CQS
Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 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 PUK Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Prudential (PUK) stake by 30% in Q3 2023, buying an estimated $453K and bringing the position to 77,541 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #799.

JP Morgan Private Wealth Advisors first reported a position in PUK in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.92M in Q1 2023. 168 funds tracked by Wall St. Rank hold PUK as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 77,541 shares of Prudential worth $1.7M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 17,921 Prudential shares in Q3 2023, an estimated $453K.
  • Prudential made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #799 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Prudential in Q4 2016 and has held it in 28 quarters since.
  • JP Morgan Private Wealth Advisors's Prudential position peaked at $1.92M in Q1 2023.
  • 168 funds tracked by Wall St. Rank held Prudential as of Q3 2023.

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