JMPWA
TPG icon

JP Morgan Private Wealth Advisors’s TPG TPG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TPG Stock Details TPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$346K Sell
11,496
-1,986
-15% -$57.9K ﹤0.01% 1403
2023
Q2 		$394K Buy
13,482
+14
+0.1% +$393 ﹤0.01% 1124
2023
Q1 		$395K Buy
13,468
+26
+0.2% +$816 ﹤0.01% 1564
2022
Q4 		$374K Buy
13,442
+2,014
+18% +$63.4K ﹤0.01% 1572
2022
Q3 		$318K Buy
11,428
+22
+0.2% +$636 ﹤0.01% 1633
2022
Q2 		$273K Buy
+11,406
New +$308K ﹤0.01% 1696

Other funds holding TPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its TPG (TPG) stake by 15% in Q3 2023, selling an estimated $57.9K and leaving 11,496 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

JP Morgan Private Wealth Advisors first reported a position in TPG in Q2 2022 and has held it in 6 quarters since. The position peaked at $395K in Q1 2023. 120 funds tracked by Wall St. Rank hold TPG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 11,496 shares of TPG worth $346K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,986 TPG shares in Q3 2023, an estimated $57.9K.
  • TPG made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1403 holding.
  • JP Morgan Private Wealth Advisors first reported a position in TPG in Q2 2022 and has held it in 6 quarters since.
  • JP Morgan Private Wealth Advisors's TPG position peaked at $395K in Q1 2023.
  • 120 funds tracked by Wall St. Rank held TPG as of Q3 2023.

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