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JP Morgan Private Wealth Advisors’s BlackRock TCP Capital TCPC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TCPC Stock Details TCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,788
Closed -$153K – 2003
2022
Q4 		$153K Sell
11,788
-163
-1% -$2.03K ﹤0.01% 1855
2022
Q3 		$131K Sell
11,951
-42
-0.4% -$546 ﹤0.01% 1860
2022
Q2 		$150K Sell
11,993
-3,101
-21% -$41.7K ﹤0.01% 1853
2022
Q1 		$216K Hold
15,094
– – ﹤0.01% 1887
2021
Q4 		$204K Buy
15,094
+2,107
+16% +$29.3K ﹤0.01% 1903
2021
Q3 		$176K Buy
+12,987
New +$182K ﹤0.01% 1875
2020
Q3 		– Sell
-16,328
Closed -$149K – 1625
2020
Q2 		$149K Sell
16,328
-60,924
-79% -$524K ﹤0.01% 1492
2020
Q1 		$483K Sell
77,252
-22,814
-23% -$283K ﹤0.01% 939
2019
Q4 		$1.41M Buy
100,066
+37,530
+60% +$524K 0.01% 688
2019
Q3 		$848K Buy
+62,536
New +$861K ﹤0.01% 817
2018
Q3 		– Sell
-10,028
Closed -$145K – 1618
2018
Q2 		$145K Buy
+10,028
New +$146K ﹤0.01% 1397

Other funds holding TCPC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

JP Morgan Private Wealth Advisors's TCPC Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of BlackRock TCP Capital (TCPC) in Q1 2023, closing a stake of 11,788 shares — an estimated $153K sold.

JP Morgan Private Wealth Advisors first reported a position in TCPC in Q2 2018 and held it in 11 quarters. The position peaked at $1.41M in Q4 2019. 117 funds tracked by Wall St. Rank hold TCPC as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining BlackRock TCP Capital position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 11,788 BlackRock TCP Capital shares in Q1 2023, an estimated $153K.
  • JP Morgan Private Wealth Advisors first reported a position in BlackRock TCP Capital in Q2 2018 and held it in 11 quarters.
  • JP Morgan Private Wealth Advisors's BlackRock TCP Capital position peaked at $1.41M in Q4 2019.
  • 117 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.