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JP Morgan Private Wealth Advisors’s Reinsurance Group of America RGA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio RGA Stock Details RGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$767K Buy
+5,282
New +$748K ﹤0.01% 1077
2023
Q2 		– Sell
-4,998
Closed -$664K – 1828
2023
Q1 		$664K Sell
4,998
-919
-16% -$130K ﹤0.01% 1349
2022
Q4 		$841K Buy
5,917
+756
+15% +$106K ﹤0.01% 1231
2022
Q3 		$649K Buy
5,161
+973
+23% +$120K ﹤0.01% 1347
2022
Q2 		$491K Buy
4,188
+1,287
+44% +$149K ﹤0.01% 1465
2022
Q1 		$318K Buy
2,901
+439
+18% +$48.6K ﹤0.01% 1726
2021
Q4 		$270K Sell
2,462
-150
-6% -$16.7K ﹤0.01% 1788
2021
Q3 		$291K Buy
2,612
+424
+19% +$48.3K ﹤0.01% 1708
2021
Q2 		$249K Buy
2,188
+72
+3% +$9.07K ﹤0.01% 1744
2021
Q1 		$267K Sell
2,116
-220
-9% -$26.1K ﹤0.01% 1580
2020
Q4 		$271K Buy
2,336
+17
+0.7% +$1.9K ﹤0.01% 1541
2020
Q3 		$221K Buy
+2,319
New +$209K ﹤0.01% 1488
2020
Q1 		– Sell
-3,517
Closed -$573K – 1518
2019
Q4 		$573K Buy
3,517
+155
+5% +$25.1K ﹤0.01% 999
2019
Q3 		$538K Buy
3,362
+380
+13% +$58.9K ﹤0.01% 979
2019
Q2 		$465K Sell
2,982
-1,329
-31% -$199K ﹤0.01% 1022
2019
Q1 		$612K Buy
4,311
+443
+11% +$63.8K ﹤0.01% 952
2018
Q4 		$542K Sell
3,868
-674
-15% -$95.5K ﹤0.01% 935
2018
Q3 		$657K Sell
4,542
-20
-0.4% -$2.83K ﹤0.01% 975
2018
Q2 		$609K Sell
4,562
-476
-9% -$71K ﹤0.01% 943
2018
Q1 		$776K Buy
5,038
+238
+5% +$37.4K 0.01% 718
2017
Q4 		$748K Sell
4,800
-138
-3% -$20.9K ﹤0.01% 738
2017
Q3 		$689K Buy
4,938
+871
+21% +$118K 0.01% 737
2017
Q2 		$522K Sell
4,067
-88
-2% -$11.1K ﹤0.01% 827
2017
Q1 		$528K Buy
4,155
+127
+3% +$16.1K ﹤0.01% 828
2016
Q4 		$507K Sell
4,028
-1,238
-24% -$145K ﹤0.01% 803
2016
Q3 		$569K Buy
5,266
+480
+10% +$49K 0.01% 742
2016
Q2 		$464K Buy
4,786
+341
+8% +$32.7K ﹤0.01% 805
2016
Q1 		$428K Buy
+4,445
New +$391K ﹤0.01% 794

Other funds holding RGA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Reinsurance Group of America (RGA) in Q3 2023: 5,282 shares worth $767K. The stake represents ﹤0.01% of the portfolio and ranks #1077 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in RGA as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in RGA in Q1 2016 and has held it in 28 quarters since. The position peaked at $841K in Q4 2022. 466 funds tracked by Wall St. Rank hold RGA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 5,282 shares of Reinsurance Group of America worth $767K as of Q3 2023.
  • Reinsurance Group of America was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Reinsurance Group of America made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1077 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Reinsurance Group of America in Q1 2016 and has held it in 28 quarters since.
  • JP Morgan Private Wealth Advisors's Reinsurance Group of America position peaked at $841K in Q4 2022.
  • 466 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q3 2023.

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