JMPWA
TKR icon

JP Morgan Private Wealth Advisors’s Timken Company TKR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.23M Sell
16,785
-270
-2% -$21.9K ﹤0.01% 903
2023
Q2 		$1.56M Sell
17,055
-2,423
-12% -$191K 0.01% 646
2023
Q1 		$1.59M Buy
19,478
+141
+0.7% +$11.4K ﹤0.01% 968
2022
Q4 		$1.37M Buy
19,337
+1,349
+7% +$94.3K ﹤0.01% 998
2022
Q3 		$1.06M Buy
17,988
+1,523
+9% +$94.6K ﹤0.01% 1102
2022
Q2 		$873K Buy
16,465
+985
+6% +$57.5K ﹤0.01% 1205
2022
Q1 		$940K Buy
15,480
+5,202
+51% +$346K ﹤0.01% 1248
2021
Q4 		$712K Buy
10,278
+2,659
+35% +$186K ﹤0.01% 1401
2021
Q3 		$498K Buy
7,619
+82
+1% +$6.1K ﹤0.01% 1498
2021
Q2 		$607K Buy
7,537
+3,272
+77% +$277K ﹤0.01% 1406
2021
Q1 		$346K Buy
4,265
+611
+17% +$48.8K ﹤0.01% 1467
2020
Q4 		$283K Sell
3,654
-920
-20% -$62.7K ﹤0.01% 1523
2020
Q3 		$248K Buy
+4,574
New +$236K ﹤0.01% 1433
2020
Q1 		– Sell
-4,477
Closed -$252K – 1535
2019
Q4 		$252K Sell
4,477
-287
-6% -$14.5K ﹤0.01% 1311
2019
Q3 		$207K Sell
4,764
-726
-13% -$32.1K ﹤0.01% 1337
2019
Q2 		$282K Sell
5,490
-1,292
-19% -$61.7K ﹤0.01% 1174
2019
Q1 		$296K Buy
6,782
+957
+16% +$40.7K ﹤0.01% 1215
2018
Q4 		$217K Sell
5,825
-3,224
-36% -$130K ﹤0.01% 1310
2018
Q3 		$452K Sell
9,049
-932
-9% -$44K ﹤0.01% 1107
2018
Q2 		$435K Sell
9,981
-1,841
-16% -$85.9K ﹤0.01% 1059
2018
Q1 		$539K Sell
11,822
-584
-5% -$28.1K ﹤0.01% 843
2017
Q4 		$610K Sell
12,406
-1,712
-12% -$82.9K ﹤0.01% 806
2017
Q3 		$685K Sell
14,118
-756
-5% -$34.9K ﹤0.01% 739
2017
Q2 		$687K Buy
+14,874
New +$683K 0.01% 719

Other funds holding TKR

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Timken Company (TKR) stake by 1.6% in Q3 2023, selling an estimated $21.9K and leaving 16,785 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #903.

JP Morgan Private Wealth Advisors first reported a position in TKR in Q2 2017 and has held it in 24 quarters since. The position peaked at $1.59M in Q1 2023. 422 funds tracked by Wall St. Rank hold TKR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 16,785 shares of Timken Company worth $1.23M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 270 Timken Company shares in Q3 2023, an estimated $21.9K.
  • Timken Company made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #903 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Timken Company in Q2 2017 and has held it in 24 quarters since.
  • JP Morgan Private Wealth Advisors's Timken Company position peaked at $1.59M in Q1 2023.
  • 422 funds tracked by Wall St. Rank held Timken Company as of Q3 2023.

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