JP Morgan Private Wealth Advisors’s Royal Bank of Canada RY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.39M | Buy |
+15,922
| New | +$1.48M | ﹤0.01% | 870 |
|
|
2023
Q2 | – | Sell |
-20,232
| Closed | -$1.93M | – | 1844 |
|
|
2023
Q1 | $1.93M | Buy |
20,232
+228
| +1% | +$22.6K | ﹤0.01% | 890 |
|
|
2022
Q4 | $1.88M | Sell |
20,004
-563
| -3% | -$53.1K | ﹤0.01% | 876 |
|
|
2022
Q3 | $1.85M | Buy |
20,567
+123
| +0.6% | +$11.8K | ﹤0.01% | 869 |
|
|
2022
Q2 | $1.98M | Sell |
20,444
-87
| -0.4% | -$8.9K | 0.01% | 862 |
|
|
2022
Q1 | $2.26M | Sell |
20,531
-212
| -1% | -$23.8K | ﹤0.01% | 860 |
|
|
2021
Q4 | $2.2M | Sell |
20,743
-780
| -4% | -$81K | ﹤0.01% | 871 |
|
|
2021
Q3 | $2.14M | Buy |
21,523
+4,485
| +26% | +$457K | 0.01% | 871 |
|
|
2021
Q2 | $1.73M | Buy |
17,038
+1,907
| +13% | +$189K | ﹤0.01% | 936 |
|
|
2021
Q1 | $1.4M | Sell |
15,131
-2,107
| -12% | -$183K | ﹤0.01% | 899 |
|
|
2020
Q4 | $1.42M | Sell |
17,238
-31
| -0.2% | -$2.4K | ﹤0.01% | 872 |
|
|
2020
Q3 | $1.21M | Sell |
17,269
-54
| -0.3% | -$3.88K | ﹤0.01% | 814 |
|
|
2020
Q2 | $1.18M | Sell |
17,323
-833
| -5% | -$53K | 0.01% | 754 |
|
|
2020
Q1 | $1.12M | Sell |
18,156
-3,007
| -14% | -$223K | 0.01% | 676 |
|
|
2019
Q4 | $1.68M | Buy |
21,163
+3,920
| +23% | +$316K | 0.01% | 649 |
|
|
2019
Q3 | $1.4M | Sell |
17,243
-7,883
| -31% | -$615K | 0.01% | 663 |
|
|
2019
Q2 | $2M | Sell |
25,126
-3,869
| -13% | -$302K | 0.01% | 590 |
|
|
2019
Q1 | $2.19M | Buy |
28,995
+3,302
| +13% | +$250K | 0.01% | 590 |
|
|
2018
Q4 | $1.76M | Sell |
25,693
-4,255
| -14% | -$311K | 0.01% | 597 |
|
|
2018
Q3 | $2.4M | Buy |
29,948
+2,833
| +10% | +$222K | 0.01% | 585 |
|
|
2018
Q2 | $2.04M | Buy |
27,115
+11,390
| +72% | +$872K | 0.01% | 601 |
|
|
2018
Q1 | $1.22M | Buy |
15,725
+188
| +1% | +$15.3K | 0.01% | 603 |
|
|
2017
Q4 | $1.27M | Buy |
15,537
+1,574
| +11% | +$125K | 0.01% | 596 |
|
|
2017
Q3 | $1.08M | Sell |
13,963
-19,880
| -59% | -$1.48M | 0.01% | 608 |
|
|
2017
Q2 | $2.46M | Sell |
33,843
-637
| -2% | -$44.7K | 0.02% | 416 |
|
|
2017
Q1 | $2.51M | Sell |
34,480
-1,294
| -4% | -$93.8K | 0.02% | 434 |
|
|
2016
Q4 | $2.42M | Buy |
35,774
+1,316
| +4% | +$85.3K | 0.02% | 406 |
|
|
2016
Q3 | $2.13M | Sell |
34,458
-995
| -3% | -$61.2K | 0.02% | 422 |
|
|
2016
Q2 | $2.1M | Sell |
35,453
-9,506
| -21% | -$571K | 0.02% | 432 |
|
|
2016
Q1 | $2.59M | Sell |
44,959
-7,407
| -14% | -$384K | 0.02% | 349 |
|
|
2015
Q4 | $2.81M | Buy |
52,366
+13,919
| +36% | +$781K | 0.03% | 311 |
|
|
2015
Q3 | $2.13M | Sell |
38,447
-1,495
| -4% | -$85.1K | 0.03% | 325 |
|
|
2015
Q2 | $2.44M | Buy |
39,942
+1,917
| +5% | +$123K | 0.03% | 333 |
|
|
2015
Q1 | $2.29M | Sell |
38,025
-1,176
| -3% | -$72.3K | 0.03% | 352 |
|
|
2014
Q4 | $2.71M | Buy |
39,201
+1,059
| +3% | +$74.9K | 0.03% | 331 |
|
|
2014
Q3 | $2.73M | Buy |
+38,142
| New | +$2.81M | 0.04% | 324 |
|
|
2014
Q2 | – | Sell |
-35,782
| Closed | -$2.36M | – | 908 |
|
|
2014
Q1 | $2.36M | Buy |
35,782
+5,557
| +18% | +$359K | 0.04% | 264 |
|
|
2013
Q4 | $2.03M | Buy |
30,225
+876
| +3% | +$58.1K | 0.04% | 251 |
|
|
2013
Q3 | $1.88M | Buy |
29,349
+654
| +2% | +$40.6K | 0.04% | 249 |
|
|
2013
Q2 | $1.67M | Buy |
+28,695
| New | +$1.71M | 0.04% | 264 |
|
Other funds holding RY
JP Morgan Private Wealth Advisors's RY Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Royal Bank of Canada (RY) in Q3 2023: 15,922 shares worth $1.39M. The stake represents ﹤0.01% of the portfolio and ranks #870 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in RY as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in RY in Q2 2013 and has held it in 40 quarters since. The position peaked at $2.81M in Q4 2015. 642 funds tracked by Wall St. Rank hold RY as of Q3 2023.
- JP Morgan Private Wealth Advisors held 15,922 shares of Royal Bank of Canada worth $1.39M as of Q3 2023.
- Royal Bank of Canada was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Royal Bank of Canada made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #870 holding.
- JP Morgan Private Wealth Advisors first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 40 quarters since.
- JP Morgan Private Wealth Advisors's Royal Bank of Canada position peaked at $2.81M in Q4 2015.
- 642 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.