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JP Morgan Private Wealth Advisors’s Rambus RMBS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio RMBS Stock Details RMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$259K Sell
4,643
-678,275
-99% -$38.5M ﹤0.01% 1541
2023
Q2 		$43.8M Sell
682,918
-54,404
-7% -$3M 0.23% 96
2023
Q1 		$37.8M Buy
+737,322
New +$31.7M 0.08% 223

Other funds holding RMBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Rambus (RMBS) stake by 99% in Q3 2023, selling an estimated $38.5M and leaving 4,643 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

JP Morgan Private Wealth Advisors first reported a position in RMBS in Q1 2023 and has held it in 3 quarters since. The position peaked at $43.8M in Q2 2023. 349 funds tracked by Wall St. Rank hold RMBS as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 4,643 shares of Rambus worth $259K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 678,275 Rambus shares in Q3 2023, an estimated $38.5M.
  • Rambus made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1541 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Rambus in Q1 2023 and has held it in 3 quarters since.
  • JP Morgan Private Wealth Advisors's Rambus position peaked at $43.8M in Q2 2023.
  • 349 funds tracked by Wall St. Rank held Rambus as of Q3 2023.

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