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JP Morgan Private Wealth Advisors’s Rithm Capital RITM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio RITM Stock Details RITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$108K Sell
11,649
-244
-2% -$2.4K ﹤0.01% 1682
2023
Q2 		$111K Sell
11,893
-14,070
-54% -$118K ﹤0.01% 1436
2023
Q1 		$208K Buy
25,963
+1,753
+7% +$15.4K ﹤0.01% 1816
2022
Q4 		$198K Buy
24,210
+728
+3% +$6.08K ﹤0.01% 1829
2022
Q3 		$172K Buy
+23,482
New +$224K ﹤0.01% 1832
2022
Q2 		– Sell
-26,285
Closed -$289K – 2010
2022
Q1 		$289K Buy
26,285
+4,773
+22% +$50.6K ﹤0.01% 1758
2021
Q4 		$230K Sell
21,512
-10,381
-33% -$116K ﹤0.01% 1857
2021
Q3 		$351K Buy
31,893
+10,179
+47% +$105K ﹤0.01% 1641
2021
Q2 		$230K Sell
21,714
-8,191
-27% -$87K ﹤0.01% 1788
2021
Q1 		$336K Sell
29,905
-11,680
-28% -$119K ﹤0.01% 1480
2020
Q4 		$413K Sell
41,585
-10,980
-21% -$97.1K ﹤0.01% 1367
2020
Q3 		$418K Sell
52,565
-21,580
-29% -$166K ﹤0.01% 1223
2020
Q2 		$551K Sell
74,145
-812,150
-92% -$5.26M ﹤0.01% 1048
2020
Q1 		$4.44M Buy
886,295
+112,507
+15% +$1.63M 0.03% 373
2019
Q4 		$12.5M Buy
773,788
+92,153
+14% +$1.45M 0.06% 279
2019
Q3 		$10.7M Buy
681,635
+342,295
+101% +$5.12M 0.06% 279
2019
Q2 		$5.22M Buy
339,340
+3,302
+1% +$53.8K 0.03% 379
2019
Q1 		$5.68M Buy
336,038
+245,510
+271% +$4.04M 0.03% 380
2018
Q4 		$1.29M Sell
90,528
-180,551
-67% -$3.05M 0.01% 679
2018
Q3 		$4.83M Buy
271,079
+54,703
+25% +$998K 0.02% 434
2018
Q2 		$3.79M Buy
+216,376
New +$3.8M 0.02% 459

Other funds holding RITM

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Rithm Capital (RITM) stake by 2.1% in Q3 2023, selling an estimated $2.4K and leaving 11,649 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

JP Morgan Private Wealth Advisors first reported a position in RITM in Q2 2018 and has held it in 21 quarters since. The position peaked at $12.5M in Q4 2019. 424 funds tracked by Wall St. Rank hold RITM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 11,649 shares of Rithm Capital worth $108K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 244 Rithm Capital shares in Q3 2023, an estimated $2.4K.
  • Rithm Capital made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1682 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Rithm Capital in Q2 2018 and has held it in 21 quarters since.
  • JP Morgan Private Wealth Advisors's Rithm Capital position peaked at $12.5M in Q4 2019.
  • 424 funds tracked by Wall St. Rank held Rithm Capital as of Q3 2023.

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