JMPWA
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JP Morgan Private Wealth Advisors’s SLM Corp SLM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SLM Stock Details SLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$137K Sell
10,048
-156
-2% -$2.35K ﹤0.01% 1666
2023
Q2 		$167K Sell
10,204
-232
-2% -$3.53K ﹤0.01% 1412
2023
Q1 		$129K Sell
10,436
-300
-3% -$4.43K ﹤0.01% 1883
2022
Q4 		$178K Buy
10,736
+315
+3% +$5.16K ﹤0.01% 1839
2022
Q3 		$146K Sell
10,421
-23
-0.2% -$356 ﹤0.01% 1850
2022
Q2 		$166K Sell
10,444
-2,875
-22% -$49.8K ﹤0.01% 1840
2022
Q1 		$245K Buy
13,319
+175
+1% +$3.31K ﹤0.01% 1838
2021
Q4 		$259K Buy
13,144
+1,375
+12% +$25.2K ﹤0.01% 1807
2021
Q3 		$207K Sell
11,769
-42
-0.4% -$789 ﹤0.01% 1842
2021
Q2 		$247K Buy
11,811
+162
+1% +$3.19K ﹤0.01% 1750
2021
Q1 		$209K Sell
11,649
-24
-0.2% -$364 ﹤0.01% 1673
2020
Q4 		$145K Sell
11,673
-1,289
-10% -$13.6K ﹤0.01% 1667
2020
Q3 		$105K Buy
12,962
+536
+4% +$3.92K ﹤0.01% 1559
2020
Q2 		$87K Sell
12,426
-2,721
-18% -$20.3K ﹤0.01% 1519
2020
Q1 		$109K Buy
15,147
+483
+3% +$4.66K ﹤0.01% 1358
2019
Q4 		$131K Sell
14,664
-284
-2% -$2.47K ﹤0.01% 1428
2019
Q3 		$132K Buy
14,948
+2,261
+18% +$20.4K ﹤0.01% 1384
2019
Q2 		$123K Buy
12,687
+297
+2% +$2.94K ﹤0.01% 1326
2019
Q1 		$123K Sell
12,390
-7,879
-39% -$81.5K ﹤0.01% 1403
2018
Q4 		$168K Buy
+20,269
New +$202K ﹤0.01% 1359

Other funds holding SLM

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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its SLM Corp (SLM) stake by 1.5% in Q3 2023, selling an estimated $2.35K and leaving 10,048 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

JP Morgan Private Wealth Advisors first reported a position in SLM in Q4 2018 and has held it in 20 quarters since. The position peaked at $259K in Q4 2021. 293 funds tracked by Wall St. Rank hold SLM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 10,048 shares of SLM Corp worth $137K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 156 SLM Corp shares in Q3 2023, an estimated $2.35K.
  • SLM Corp made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1666 holding.
  • JP Morgan Private Wealth Advisors first reported a position in SLM Corp in Q4 2018 and has held it in 20 quarters since.
  • JP Morgan Private Wealth Advisors's SLM Corp position peaked at $259K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held SLM Corp as of Q3 2023.

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