JP Morgan Private Wealth Advisors’s Ready Capital RC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio RC Stock Details RC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$124K	Sell	12,297 -785	-6%	-$8.63K	﹤0.01%	1677
2023 Q2	$148K	Buy	13,082 +1,274	+11%	+$13.4K	﹤0.01%	1421
2023 Q1	$120K	Sell	11,808 -515	-4%	-$6.02K	﹤0.01%	1890
2022 Q4	$137K	Buy	12,323 +480	+4%	+$5.77K	﹤0.01%	1865
2022 Q3	$120K	Hold	11,843	–	–	﹤0.01%	1867
2022 Q2	$141K	Buy	+11,843	New	+$167K	﹤0.01%	1860
2020 Q4	–	Sell	-14,829	Closed	-$166K	–	1730
2020 Q3	$166K	Buy	14,829 +1,570	+12%	+$15K	﹤0.01%	1535
2020 Q2	$115K	Buy	13,259 +808	+6%	+$5.49K	﹤0.01%	1505
2020 Q1	$90K	Hold	12,451	–	–	﹤0.01%	1370
2019 Q4	$192K	Hold	12,451	–	–	﹤0.01%	1407
2019 Q3	$198K	Hold	12,451	–	–	﹤0.01%	1349
2019 Q2	$186K	Sell	12,451 -4,038	-24%	-$59.8K	﹤0.01%	1305
2019 Q1	$242K	Buy	+16,489	New	+$252K	﹤0.01%	1305

Other funds holding RC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Ready Capital (RC) stake by 6% in Q3 2023, selling an estimated $8.63K and leaving 12,297 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

JP Morgan Private Wealth Advisors first reported a position in RC in Q1 2019 and has held it in 13 quarters since. The position peaked at $242K in Q1 2019. 264 funds tracked by Wall St. Rank hold RC as of Q3 2023.

JP Morgan Private Wealth Advisors held 12,297 shares of Ready Capital worth $124K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 785 Ready Capital shares in Q3 2023, an estimated $8.63K.
Ready Capital made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1677 holding.
JP Morgan Private Wealth Advisors first reported a position in Ready Capital in Q1 2019 and has held it in 13 quarters since.
JP Morgan Private Wealth Advisors's Ready Capital position peaked at $242K in Q1 2019.
264 funds tracked by Wall St. Rank held Ready Capital as of Q3 2023.

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