JMPWA
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JP Morgan Private Wealth Advisors’s RH RH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$12M Buy
45,564
+317
+0.7% +$110K 0.03% 343
2023
Q2 		$14.9M Sell
45,247
-1,435
-3% -$375K 0.08% 185
2023
Q1 		$11.4M Buy
46,682
+9,343
+25% +$2.71M 0.02% 403
2022
Q4 		$9.98M Buy
37,339
+1,380
+4% +$360K 0.02% 420
2022
Q3 		$8.85M Buy
35,959
+16,984
+90% +$4.58M 0.02% 418
2022
Q2 		$4.03M Buy
18,975
+3,158
+20% +$937K 0.01% 634
2022
Q1 		$5.16M Sell
15,817
-48,715
-75% -$19.5M 0.01% 603
2021
Q4 		$34.6M Buy
64,532
+2,935
+5% +$1.81M 0.07% 243
2021
Q3 		$41.1M Buy
61,597
+338
+0.6% +$233K 0.1% 201
2021
Q2 		$41.6M Buy
61,259
+7,217
+13% +$4.69M 0.11% 197
2021
Q1 		$32.2M Sell
54,042
-4,801
-8% -$2.37M 0.1% 196
2020
Q4 		$26.3M Buy
58,843
+4,785
+9% +$1.97M 0.09% 211
2020
Q3 		$20.7M Buy
54,058
+45,106
+504% +$14.2M 0.08% 213
2020
Q2 		$2.23M Buy
8,952
+5,531
+162% +$1M 0.01% 552
2020
Q1 		$344K Buy
3,421
+1,760
+106% +$328K ﹤0.01% 1082
2019
Q4 		$355K Sell
1,661
-675
-29% -$132K ﹤0.01% 1168
2019
Q3 		$399K Hold
2,336
– – ﹤0.01% 1075
2019
Q2 		$270K Hold
2,336
– – ﹤0.01% 1187
2019
Q1 		$240K Hold
2,336
– – ﹤0.01% 1309
2018
Q4 		$280K Hold
2,336
– – ﹤0.01% 1203
2018
Q3 		$306K Sell
2,336
-200
-8% -$28.1K ﹤0.01% 1285
2018
Q2 		$354K Hold
2,536
– – ﹤0.01% 1143
2018
Q1 		$242K Buy
2,536
+219
+9% +$19.4K ﹤0.01% 1126
2017
Q4 		$200K Buy
+2,317
New +$210K ﹤0.01% 1194
2017
Q3 		– Sell
-65,523
Closed -$4.23M – 1275
2017
Q2 		$4.23M Buy
+65,523
New +$3.47M 0.03% 329

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its RH (RH) stake by 0.7% in Q3 2023, buying an estimated $110K and bringing the position to 45,564 shares worth $12M. The position accounts for 0.03% of the portfolio, ranked #343.

JP Morgan Private Wealth Advisors first reported a position in RH in Q2 2017 and has held it in 25 quarters since. The position peaked at $41.6M in Q2 2021. 403 funds tracked by Wall St. Rank hold RH as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 45,564 shares of RH worth $12M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 317 RH shares in Q3 2023, an estimated $110K.
  • RH made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #343 holding.
  • JP Morgan Private Wealth Advisors first reported a position in RH in Q2 2017 and has held it in 25 quarters since.
  • JP Morgan Private Wealth Advisors's RH position peaked at $41.6M in Q2 2021.
  • 403 funds tracked by Wall St. Rank held RH as of Q3 2023.

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