JMPWA
PYCR

JP Morgan Private Wealth Advisors’s Paycor HCM, Inc. Common Stock PYCR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PYCR Stock Details PYCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$208K Sell
9,124
-1,724
-16% -$41.1K ﹤0.01% 1621
2023
Q2 		$257K Sell
10,848
-1,186
-10% -$27.7K ﹤0.01% 1300
2023
Q1 		$319K Buy
+12,034
New +$297K ﹤0.01% 1656
2022
Q2 		– Sell
-7,403
Closed -$215K – 2040
2022
Q1 		$215K Buy
+7,403
New +$197K ﹤0.01% 1888

Other funds holding PYCR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Paycor HCM, Inc. Common Stock (PYCR) stake by 16% in Q3 2023, selling an estimated $41.1K and leaving 9,124 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

JP Morgan Private Wealth Advisors first reported a position in PYCR in Q1 2022 and has held it in 4 quarters since. The position peaked at $319K in Q1 2023. 134 funds tracked by Wall St. Rank hold PYCR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 9,124 shares of Paycor HCM, Inc. Common Stock worth $208K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,724 Paycor HCM, Inc. Common Stock shares in Q3 2023, an estimated $41.1K.
  • Paycor HCM, Inc. Common Stock made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1621 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Paycor HCM, Inc. Common Stock in Q1 2022 and has held it in 4 quarters since.
  • JP Morgan Private Wealth Advisors's Paycor HCM, Inc. Common Stock position peaked at $319K in Q1 2023.
  • 134 funds tracked by Wall St. Rank held Paycor HCM, Inc. Common Stock as of Q3 2023.

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