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JP Morgan Private Wealth Advisors’s Tapestry TPR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TPR Stock Details TPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.48M Sell
51,535
-960
-2% -$35.1K ﹤0.01% 842
2023
Q2 		$2.25M Buy
52,495
+747
+1% +$31.1K 0.01% 528
2023
Q1 		$2.23M Buy
51,748
+3,599
+7% +$154K ﹤0.01% 842
2022
Q4 		$1.83M Buy
48,149
+113
+0.2% +$3.87K ﹤0.01% 887
2022
Q3 		$1.37M Sell
48,036
-109
-0.2% -$3.64K ﹤0.01% 997
2022
Q2 		$1.47M Sell
48,145
-75
-0.2% -$2.46K ﹤0.01% 958
2022
Q1 		$1.79M Buy
48,220
+757
+2% +$29K ﹤0.01% 949
2021
Q4 		$1.93M Buy
47,463
+282
+0.6% +$11.6K ﹤0.01% 926
2021
Q3 		$1.75M Buy
47,181
+2,191
+5% +$90.2K ﹤0.01% 949
2021
Q2 		$1.96M Buy
44,990
+1,709
+4% +$76.3K 0.01% 891
2021
Q1 		$1.78M Sell
43,281
-121
-0.3% -$4.66K 0.01% 808
2020
Q4 		$1.35M Sell
43,402
-484
-1% -$12.3K ﹤0.01% 887
2020
Q3 		$686K Sell
43,886
-277
-0.6% -$4.08K ﹤0.01% 1033
2020
Q2 		$586K Sell
44,163
-1,187
-3% -$16.9K ﹤0.01% 1014
2020
Q1 		$587K Buy
45,350
+408
+0.9% +$9.56K ﹤0.01% 877
2019
Q4 		$1.21M Buy
+44,942
New +$1.17M 0.01% 729
2017
Q3 		– Sell
-4,281
Closed -$202K – 1279
2017
Q2 		$202K Buy
+4,281
New +$188K ﹤0.01% 1150
2016
Q2 		– Sell
-15,194
Closed -$609K – 1315
2016
Q1 		$609K Buy
15,194
+2,702
+22% +$97.8K 0.01% 684
2015
Q4 		$409K Buy
12,492
+3,340
+36% +$104K ﹤0.01% 754
2015
Q3 		$265K Sell
9,152
-5,895
-39% -$182K ﹤0.01% 832
2015
Q2 		$520K Sell
15,047
-349
-2% -$13.3K 0.01% 658
2015
Q1 		$638K Sell
15,396
-357
-2% -$14.2K 0.01% 636
2014
Q4 		$592K Sell
15,753
-470
-3% -$16.6K 0.01% 657
2014
Q3 		$577K Buy
16,223
+9,741
+150% +$349K 0.01% 650
2014
Q2 		$222K Sell
6,482
-3,280
-34% -$141K ﹤0.01% 794
2014
Q1 		$485K Sell
9,762
-203
-2% -$10.1K 0.01% 572
2013
Q4 		$559K Buy
9,965
+993
+11% +$53.7K 0.01% 433
2013
Q3 		$489K Sell
8,972
-1,941
-18% -$107K 0.01% 441
2013
Q2 		$623K Buy
+10,913
New +$614K 0.02% 388

Other funds holding TPR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Tapestry (TPR) stake by 1.8% in Q3 2023, selling an estimated $35.1K and leaving 51,535 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #842.

JP Morgan Private Wealth Advisors first reported a position in TPR in Q2 2013 and has held it in 29 quarters since. The position peaked at $2.25M in Q2 2023. 571 funds tracked by Wall St. Rank hold TPR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 51,535 shares of Tapestry worth $1.48M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 960 Tapestry shares in Q3 2023, an estimated $35.1K.
  • Tapestry made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #842 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Tapestry in Q2 2013 and has held it in 29 quarters since.
  • JP Morgan Private Wealth Advisors's Tapestry position peaked at $2.25M in Q2 2023.
  • 571 funds tracked by Wall St. Rank held Tapestry as of Q3 2023.

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