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JP Morgan Private Wealth Advisors’s S&P Global SPGI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$26.7M Buy
+73,037
New +$28.7M 0.08% 238
2023
Q2 		– Sell
-79,025
Closed -$27.2M – 1859
2023
Q1 		$27.2M Buy
79,025
+2,289
+3% +$806K 0.06% 272
2022
Q4 		$25.7M Buy
76,736
+27
+0% +$8.9K 0.06% 278
2022
Q3 		$23.4M Buy
76,709
+1,122
+1% +$401K 0.06% 266
2022
Q2 		$25.5M Sell
75,587
-15,688
-17% -$5.59M 0.07% 258
2022
Q1 		$37.4M Buy
91,275
+6,583
+8% +$2.68M 0.08% 235
2021
Q4 		$40M Sell
84,692
-1,160
-1% -$531K 0.09% 214
2021
Q3 		$36.5M Sell
85,852
-41,689
-33% -$18.1M 0.09% 225
2021
Q2 		$52.3M Buy
127,541
+7,331
+6% +$2.82M 0.14% 168
2021
Q1 		$42.4M Sell
120,210
-17,230
-13% -$5.73M 0.14% 159
2020
Q4 		$45.2M Buy
137,440
+9,314
+7% +$3.14M 0.15% 151
2020
Q3 		$46.2M Buy
128,126
+15,835
+14% +$5.59M 0.18% 127
2020
Q2 		$37M Buy
112,291
+30,564
+37% +$9.19M 0.17% 131
2020
Q1 		$20M Buy
81,727
+29,712
+57% +$8.15M 0.11% 166
2019
Q4 		$14.2M Buy
52,015
+90
+0.2% +$23.4K 0.06% 258
2019
Q3 		$12.7M Buy
51,925
+1,322
+3% +$330K 0.07% 250
2019
Q2 		$11.5M Buy
50,603
+65
+0.1% +$14.2K 0.06% 256
2019
Q1 		$10.6M Buy
50,538
+16,279
+48% +$3.15M 0.06% 277
2018
Q4 		$5.82M Buy
34,259
+43
+0.1% +$7.7K 0.04% 344
2018
Q3 		$6.69M Sell
34,216
-107
-0.3% -$22.1K 0.03% 368
2018
Q2 		$7M Buy
34,323
+170
+0.5% +$33.6K 0.04% 334
2018
Q1 		$6.53M Sell
34,153
-15,950
-32% -$2.94M 0.04% 287
2017
Q4 		$8.49M Buy
50,103
+12,822
+34% +$2.09M 0.06% 258
2017
Q3 		$5.83M Buy
37,281
+12,296
+49% +$1.87M 0.04% 292
2017
Q2 		$3.65M Buy
24,985
+14,842
+146% +$2.06M 0.03% 350
2017
Q1 		$1.32M Buy
10,143
+1,050
+12% +$131K 0.01% 556
2016
Q4 		$978K Sell
9,093
-29,059
-76% -$3.47M 0.01% 603
2016
Q3 		$4.83M Sell
38,152
-1,935
-5% -$232K 0.05% 284
2016
Q2 		$4.3M Buy
+40,087
New +$4.3M 0.04% 291

Other funds holding SPGI

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in S&P Global (SPGI) in Q3 2023: 73,037 shares worth $26.7M. The stake represents 0.08% of the portfolio and ranks #238 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in SPGI as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in SPGI in Q2 2016 and has held it in 29 quarters since. The position peaked at $52.3M in Q2 2021. 1,624 funds tracked by Wall St. Rank hold SPGI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 73,037 shares of S&P Global worth $26.7M as of Q3 2023.
  • S&P Global was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • S&P Global made up 0.08% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #238 holding.
  • JP Morgan Private Wealth Advisors first reported a position in S&P Global in Q2 2016 and has held it in 29 quarters since.
  • JP Morgan Private Wealth Advisors's S&P Global position peaked at $52.3M in Q2 2021.
  • 1,624 funds tracked by Wall St. Rank held S&P Global as of Q3 2023.

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