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JP Morgan Private Wealth Advisors’s Resources Connection RGP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-19,847
Closed -$339K – 1829
2023
Q1 		$339K Sell
19,847
-91
-0.5% -$1.6K ﹤0.01% 1627
2022
Q4 		$366K Buy
19,938
+34
+0.2% +$625 ﹤0.01% 1583
2022
Q3 		$360K Sell
19,904
-50
-0.3% -$1K ﹤0.01% 1580
2022
Q2 		$406K Sell
19,954
-1,072
-5% -$19.1K ﹤0.01% 1528
2022
Q1 		$360K Sell
21,026
-748
-3% -$12.9K ﹤0.01% 1676
2021
Q4 		$388K Sell
21,774
-2,913
-12% -$51.4K ﹤0.01% 1643
2021
Q3 		$390K Sell
24,687
-223
-0.9% -$3.35K ﹤0.01% 1602
2021
Q2 		$358K Sell
24,910
-1,738
-7% -$25.1K ﹤0.01% 1620
2021
Q1 		$361K Sell
26,648
-1,838
-6% -$23.7K ﹤0.01% 1455
2020
Q4 		$358K Buy
28,486
+297
+1% +$3.57K ﹤0.01% 1426
2020
Q3 		$326K Sell
28,189
-3,160
-10% -$37.5K ﹤0.01% 1329
2020
Q2 		$375K Buy
+31,349
New +$340K ﹤0.01% 1222

Other funds holding RGP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

JP Morgan Private Wealth Advisors's RGP Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Resources Connection (RGP) in Q2 2023, closing a stake of 19,847 shares — an estimated $339K sold.

JP Morgan Private Wealth Advisors first reported a position in RGP in Q2 2020 and held it in 12 quarters. The position peaked at $406K in Q2 2022. 174 funds tracked by Wall St. Rank hold RGP as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Resources Connection position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 19,847 Resources Connection shares in Q2 2023, an estimated $339K.
  • JP Morgan Private Wealth Advisors first reported a position in Resources Connection in Q2 2020 and held it in 12 quarters.
  • JP Morgan Private Wealth Advisors's Resources Connection position peaked at $406K in Q2 2022.
  • 174 funds tracked by Wall St. Rank held Resources Connection as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.