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JP Morgan Private Wealth Advisors’s Royal Caribbean RCL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$646K Buy
7,011
+94
+1% +$9.42K ﹤0.01% 1140
2023
Q2 		$718K Sell
6,917
-6,316
-48% -$495K ﹤0.01% 886
2023
Q1 		$864K Sell
13,233
-864
-6% -$57K ﹤0.01% 1235
2022
Q4 		$697K Sell
14,097
-230,699
-94% -$12.1M ﹤0.01% 1324
2022
Q3 		$9.28M Buy
244,796
+210,537
+615% +$8.53M 0.02% 417
2022
Q2 		$1.2M Sell
34,259
-329,907
-91% -$20.5M ﹤0.01% 1041
2022
Q1 		$30.5M Buy
364,166
+108,205
+42% +$8.52M 0.07% 259
2021
Q4 		$19.7M Buy
255,961
+83,590
+48% +$6.79M 0.04% 317
2021
Q3 		$15.3M Buy
172,371
+28,617
+20% +$2.31M 0.04% 357
2021
Q2 		$12.3M Buy
143,754
+31,912
+29% +$2.78M 0.03% 389
2021
Q1 		$9.57M Sell
111,842
-19,322
-15% -$1.53M 0.03% 378
2020
Q4 		$9.8M Buy
131,164
+84,259
+180% +$5.87M 0.03% 360
2020
Q3 		$3.04M Buy
46,905
+40,208
+600% +$2.37M 0.01% 541
2020
Q2 		$337K Buy
+6,697
New +$303K ﹤0.01% 1255
2020
Q1 		– Sell
-4,998
Closed -$667K – 1516
2019
Q4 		$667K Buy
+4,998
New +$582K ﹤0.01% 941
2018
Q2 		– Sell
-3,386
Closed -$398K – 1514
2018
Q1 		$398K Buy
3,386
+1,611
+91% +$204K ﹤0.01% 947
2017
Q4 		$211K Sell
1,775
-224
-11% -$27.7K ﹤0.01% 1170
2017
Q3 		$237K Sell
1,999
-3
-0.1% -$351 ﹤0.01% 1099
2017
Q2 		$218K Sell
2,002
-12,057
-86% -$1.28M ﹤0.01% 1123
2017
Q1 		$1.38M Sell
14,059
-820
-6% -$76.7K 0.01% 549
2016
Q4 		$1.22M Sell
14,879
-9,308
-38% -$733K 0.01% 547
2016
Q3 		$1.81M Buy
24,187
+10,096
+72% +$711K 0.02% 459
2016
Q2 		$946K Buy
14,091
+424
+3% +$32.5K 0.01% 608
2016
Q1 		$1.12M Buy
13,667
+4,401
+47% +$343K 0.01% 524
2015
Q4 		$938K Buy
9,266
+59
+0.6% +$5.62K 0.01% 540
2015
Q3 		$820K Sell
9,207
-7,079
-43% -$621K 0.01% 514
2015
Q2 		$1.28M Buy
16,286
+6,596
+68% +$503K 0.01% 453
2015
Q1 		$793K Buy
9,690
+4,256
+78% +$337K 0.01% 591
2014
Q4 		$448K Buy
5,434
+510
+10% +$35.8K 0.01% 749
2014
Q3 		$331K Buy
+4,924
New +$305K ﹤0.01% 818

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Royal Caribbean (RCL) stake by 1.4% in Q3 2023, buying an estimated $9.42K and bringing the position to 7,011 shares worth $646K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

JP Morgan Private Wealth Advisors first reported a position in RCL in Q3 2014 and has held it in 30 quarters since. The position peaked at $30.5M in Q1 2022. 733 funds tracked by Wall St. Rank hold RCL as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 7,011 shares of Royal Caribbean worth $646K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 94 Royal Caribbean shares in Q3 2023, an estimated $9.42K.
  • Royal Caribbean made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1140 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Royal Caribbean in Q3 2014 and has held it in 30 quarters since.
  • JP Morgan Private Wealth Advisors's Royal Caribbean position peaked at $30.5M in Q1 2022.
  • 733 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2023.

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