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JP Morgan Private Wealth Advisors’s SS&C Technologies SSNC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$976K Buy
18,567
+1,634
+10% +$93.4K ﹤0.01% 984
2023
Q2 		$1.03M Sell
16,933
-54,694
-76% -$3.11M 0.01% 754
2023
Q1 		$4.04M Buy
71,627
+53,850
+303% +$3.1M 0.01% 643
2022
Q4 		$925K Buy
17,777
+1,896
+12% +$96.1K ﹤0.01% 1181
2022
Q3 		$758K Sell
15,881
-10
-0.1% -$576 ﹤0.01% 1269
2022
Q2 		$923K Buy
15,891
+582
+4% +$37.4K ﹤0.01% 1177
2022
Q1 		$1.15M Sell
15,309
-3
-0% -$235 ﹤0.01% 1152
2021
Q4 		$1.25M Sell
15,312
-22,260
-59% -$1.71M ﹤0.01% 1124
2021
Q3 		$2.61M Sell
37,572
-40,823
-52% -$3.03M 0.01% 793
2021
Q2 		$5.65M Buy
78,395
+18,952
+32% +$1.39M 0.01% 560
2021
Q1 		$4.15M Sell
59,443
-7,464
-11% -$504K 0.01% 557
2020
Q4 		$4.87M Buy
66,907
+56,545
+546% +$3.79M 0.02% 490
2020
Q3 		$627K Sell
10,362
-1,051
-9% -$62.9K ﹤0.01% 1065
2020
Q2 		$645K Buy
11,413
+1,928
+20% +$105K ﹤0.01% 975
2020
Q1 		$416K Buy
9,485
+2,337
+33% +$132K ﹤0.01% 1001
2019
Q4 		$439K Buy
7,148
+256
+4% +$14.4K ﹤0.01% 1098
2019
Q3 		$355K Buy
+6,892
New +$352K ﹤0.01% 1123
2016
Q4 		– Sell
-6,612
Closed -$213K – 1298
2016
Q3 		$213K Sell
6,612
-14,716
-69% -$466K ﹤0.01% 1126
2016
Q2 		$599K Sell
21,328
-46
-0.2% -$1.38K 0.01% 729
2016
Q1 		$678K Buy
21,374
+13,580
+174% +$412K 0.01% 658
2015
Q4 		$266K Buy
+7,794
New +$277K ﹤0.01% 917

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its SS&C Technologies (SSNC) stake by 9.6% in Q3 2023, buying an estimated $93.4K and bringing the position to 18,567 shares worth $976K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

JP Morgan Private Wealth Advisors first reported a position in SSNC in Q4 2015 and has held it in 21 quarters since. The position peaked at $5.65M in Q2 2021. 530 funds tracked by Wall St. Rank hold SSNC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 18,567 shares of SS&C Technologies worth $976K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 1,634 SS&C Technologies shares in Q3 2023, an estimated $93.4K.
  • SS&C Technologies made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #984 holding.
  • JP Morgan Private Wealth Advisors first reported a position in SS&C Technologies in Q4 2015 and has held it in 21 quarters since.
  • JP Morgan Private Wealth Advisors's SS&C Technologies position peaked at $5.65M in Q2 2021.
  • 530 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2023.

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