JMPWA
TEF

JP Morgan Private Wealth Advisors’s Telefonica TEF Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TEF Stock Details TEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$245K Buy
+60,267
New +$244K ﹤0.01% 1563
2023
Q2 		– Sell
-70,771
Closed -$303K – 1874
2023
Q1 		$303K Buy
+70,771
New +$281K ﹤0.01% 1674

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 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 TEF Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in Telefonica (TEF) in Q3 2023: 60,267 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #1563 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in TEF as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in TEF in Q1 2023 and has held it in 2 quarters since. The position peaked at $303K in Q1 2023. 201 funds tracked by Wall St. Rank hold TEF as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 60,267 shares of Telefonica worth $245K as of Q3 2023.
  • Telefonica was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Telefonica made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1563 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Telefonica in Q1 2023 and has held it in 2 quarters since.
  • JP Morgan Private Wealth Advisors's Telefonica position peaked at $303K in Q1 2023.
  • 201 funds tracked by Wall St. Rank held Telefonica as of Q3 2023.

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