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JP Morgan Private Wealth Advisors’s Thomson Reuters TRI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.88M Buy
+31,086
New +$4.1M 0.01% 559
2023
Q2 		– Sell
-38,030
Closed -$5.21M – 1881
2023
Q1 		$5.21M Buy
38,030
+28,748
+310% +$3.67M 0.01% 574
2022
Q4 		$1.12M Sell
9,282
-1,468
-14% -$169K ﹤0.01% 1094
2022
Q3 		$1.16M Sell
10,750
-1,973
-16% -$229K ﹤0.01% 1062
2022
Q2 		$1.4M Buy
12,723
+1,342
+12% +$142K ﹤0.01% 977
2022
Q1 		$1.3M Sell
11,381
-4,804
-30% -$536K ﹤0.01% 1085
2021
Q4 		$2.04M Buy
16,185
+8,509
+111% +$1.06M ﹤0.01% 909
2021
Q3 		$894K Buy
7,676
+2,795
+57% +$326K ﹤0.01% 1269
2021
Q2 		$511K Buy
4,881
+155
+3% +$15.5K ﹤0.01% 1471
2021
Q1 		$436K Sell
4,726
-478
-9% -$42.5K ﹤0.01% 1374
2020
Q4 		$449K Sell
5,204
-48
-0.9% -$4.11K ﹤0.01% 1326
2020
Q3 		$441K Sell
5,252
-838
-14% -$65.2K ﹤0.01% 1205
2020
Q2 		$436K Buy
6,090
+187
+3% +$13.5K ﹤0.01% 1163
2020
Q1 		$422K Sell
5,903
-713
-11% -$55.6K ﹤0.01% 997
2019
Q4 		$499K Sell
6,616
-489
-7% -$35.6K ﹤0.01% 1056
2019
Q3 		$501K Buy
7,105
+1,962
+38% +$139K ﹤0.01% 1005
2019
Q2 		$349K Buy
5,143
+1,001
+24% +$66.3K ﹤0.01% 1089
2019
Q1 		$258K Sell
4,142
-251
-6% -$14K ﹤0.01% 1279
2018
Q4 		$223K Sell
4,393
-5,702
-56% -$306K ﹤0.01% 1295
2018
Q3 		$535K Buy
10,095
+3,295
+48% +$165K ﹤0.01% 1045
2018
Q2 		$318K Buy
6,800
+853
+14% +$39.2K ﹤0.01% 1183
2018
Q1 		$267K Sell
5,947
-362
-6% -$17.3K ﹤0.01% 1084
2017
Q4 		$319K Buy
6,309
+626
+11% +$32.7K ﹤0.01% 1035
2017
Q3 		$303K Sell
5,683
-952
-14% -$50.8K ﹤0.01% 1018
2017
Q2 		$356K Sell
6,635
-642
-9% -$32.9K ﹤0.01% 952
2017
Q1 		$365K Sell
7,277
-16
-0.2% -$817 ﹤0.01% 993
2016
Q4 		$371K Sell
7,293
-4,445
-38% -$217K ﹤0.01% 913
2016
Q3 		$564K Buy
11,738
+75
+0.6% +$3.63K 0.01% 747
2016
Q2 		$547K Buy
11,663
+1,168
+11% +$55.7K 0.01% 754
2016
Q1 		$493K Sell
10,495
-202
-2% -$8.69K ﹤0.01% 763
2015
Q4 		$470K Buy
10,697
+6,415
+150% +$298K ﹤0.01% 713
2015
Q3 		$200K Buy
+4,282
New +$195K ﹤0.01% 939

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Thomson Reuters (TRI) in Q3 2023: 31,086 shares worth $3.88M. The stake represents 0.01% of the portfolio and ranks #559 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in TRI as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in TRI in Q3 2015 and has held it in 32 quarters since. The position peaked at $5.21M in Q1 2023. 400 funds tracked by Wall St. Rank hold TRI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 31,086 shares of Thomson Reuters worth $3.88M as of Q3 2023.
  • Thomson Reuters was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Thomson Reuters made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #559 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Thomson Reuters in Q3 2015 and has held it in 32 quarters since.
  • JP Morgan Private Wealth Advisors's Thomson Reuters position peaked at $5.21M in Q1 2023.
  • 400 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2023.

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