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JP Morgan Private Wealth Advisors’s SAP SAP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SAP Stock Details SAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$9.19M Buy
+71,077
New +$9.67M 0.03% 383
2023
Q2 		– Sell
-98,656
Closed -$12.5M – 1847
2023
Q1 		$12.5M Buy
98,656
+2,012
+2% +$236K 0.03% 391
2022
Q4 		$9.97M Sell
96,644
-3,183
-3% -$319K 0.02% 421
2022
Q3 		$8.11M Sell
99,827
-171
-0.2% -$15.1K 0.02% 436
2022
Q2 		$9.07M Buy
99,998
+1,842
+2% +$184K 0.02% 426
2022
Q1 		$10.9M Buy
98,156
+10,651
+12% +$1.29M 0.02% 419
2021
Q4 		$12.3M Sell
87,505
-30,397
-26% -$4.24M 0.03% 402
2021
Q3 		$15.9M Sell
117,902
-6,273
-5% -$911K 0.04% 349
2021
Q2 		$17.4M Buy
124,175
+24,977
+25% +$3.48M 0.05% 328
2021
Q1 		$12.2M Buy
99,198
+28,169
+40% +$3.57M 0.04% 346
2020
Q4 		$9.26M Buy
71,029
+4,684
+7% +$605K 0.03% 372
2020
Q3 		$10.3M Buy
66,345
+29,923
+82% +$4.75M 0.04% 324
2020
Q2 		$5.1M Buy
36,422
+2,277
+7% +$281K 0.02% 366
2020
Q1 		$3.77M Sell
34,145
-2,492
-7% -$314K 0.02% 408
2019
Q4 		$4.91M Buy
36,637
+1,073
+3% +$141K 0.02% 424
2019
Q3 		$4.19M Buy
35,564
+321
+0.9% +$39.7K 0.02% 442
2019
Q2 		$4.82M Sell
35,243
-436
-1% -$54.3K 0.03% 393
2019
Q1 		$4.12M Sell
35,679
-2,719
-7% -$289K 0.02% 447
2018
Q4 		$3.82M Buy
38,398
+4,705
+14% +$501K 0.02% 416
2018
Q3 		$4.14M Sell
33,693
-812
-2% -$96.3K 0.02% 469
2018
Q2 		$3.99M Buy
34,505
+1,499
+5% +$169K 0.02% 450
2018
Q1 		$3.47M Buy
33,006
+6,525
+25% +$705K 0.02% 385
2017
Q4 		$2.98M Buy
26,481
+1,298
+5% +$147K 0.02% 414
2017
Q3 		$2.76M Buy
25,183
+2,714
+12% +$288K 0.02% 416
2017
Q2 		$2.35M Sell
22,469
-9,446
-30% -$974K 0.02% 427
2017
Q1 		$3.13M Sell
31,915
-800
-2% -$74.3K 0.02% 386
2016
Q4 		$2.83M Buy
32,715
+2,109
+7% +$181K 0.02% 373
2016
Q3 		$2.8M Sell
30,606
-186
-0.6% -$16K 0.03% 366
2016
Q2 		$2.31M Sell
30,792
-2,165
-7% -$170K 0.02% 411
2016
Q1 		$2.65M Buy
32,957
+732
+2% +$57K 0.03% 338
2015
Q4 		$2.55M Buy
32,225
+2,373
+8% +$182K 0.03% 328
2015
Q3 		$1.93M Buy
29,852
+461
+2% +$31.8K 0.02% 339
2015
Q2 		$2.06M Buy
29,391
+1,121
+4% +$83.1K 0.02% 363
2015
Q1 		$2.04M Buy
28,270
+1,143
+4% +$78.1K 0.02% 376
2014
Q4 		$1.89M Buy
27,127
+3,381
+14% +$232K 0.02% 390
2014
Q3 		$1.71M Buy
23,746
+6,083
+34% +$473K 0.02% 404
2014
Q2 		$1.36M Sell
17,663
-3,756
-18% -$292K 0.02% 350
2014
Q1 		$1.74M Buy
21,419
+16,839
+368% +$1.33M 0.03% 308
2013
Q4 		$399K Buy
+4,580
New +$364K 0.01% 490
2013
Q3 		– Sell
-2,882
Closed -$210K – 659
2013
Q2 		$210K Buy
+2,882
New +$224K 0.01% 563

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in SAP (SAP) in Q3 2023: 71,077 shares worth $9.19M. The stake represents 0.03% of the portfolio and ranks #383 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in SAP as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in SAP in Q2 2013 and has held it in 40 quarters since. The position peaked at $17.4M in Q2 2021. 583 funds tracked by Wall St. Rank hold SAP as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 71,077 shares of SAP worth $9.19M as of Q3 2023.
  • SAP was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • SAP made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #383 holding.
  • JP Morgan Private Wealth Advisors first reported a position in SAP in Q2 2013 and has held it in 40 quarters since.
  • JP Morgan Private Wealth Advisors's SAP position peaked at $17.4M in Q2 2021.
  • 583 funds tracked by Wall St. Rank held SAP as of Q3 2023.

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