JP Morgan Private Wealth Advisors’s Shell SHEL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$7.31M	Buy	113,547 +10,541	+10%	+$656K	0.02%	424
2023 Q2	$6.22M	Sell	103,006 -125,248	-55%	-$7.52M	0.03%	302
2023 Q1	$13.1M	Sell	228,254 -20,268	-8%	-$1.19M	0.03%	385
2022 Q4	$14.2M	Sell	248,522 -6,649	-3%	-$367K	0.03%	360
2022 Q3	$12.7M	Sell	255,171 -34,318	-12%	-$1.77M	0.03%	348
2022 Q2	$15.1M	Buy	289,489 +43,757	+18%	+$2.46M	0.04%	328
2022 Q1	$13.5M	Buy	+245,732	New	+$13M	0.03%	380

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Shell (SHEL) stake by 10% in Q3 2023, buying an estimated $656K and bringing the position to 113,547 shares worth $7.31M. The position accounts for 0.02% of the portfolio, ranked #424.

JP Morgan Private Wealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 7 quarters since. The position peaked at $15.1M in Q2 2022. 1,264 funds tracked by Wall St. Rank hold SHEL as of Q3 2023.

JP Morgan Private Wealth Advisors held 113,547 shares of Shell worth $7.31M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 10,541 Shell shares in Q3 2023, an estimated $656K.
Shell made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #424 holding.
JP Morgan Private Wealth Advisors first reported a position in Shell in Q1 2022 and has held it in 7 quarters since.
JP Morgan Private Wealth Advisors's Shell position peaked at $15.1M in Q2 2022.
1,264 funds tracked by Wall St. Rank held Shell as of Q3 2023.

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