JMPWA
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JP Morgan Private Wealth Advisors’s Trimble TRMB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TRMB Stock Details TRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$220K Buy
4,092
+268
+7% +$14.2K ﹤0.01% 1600
2023
Q2 		$202K Sell
3,824
-1,902
-33% -$93K ﹤0.01% 1389
2023
Q1 		$300K Buy
5,726
+488
+9% +$26K ﹤0.01% 1678
2022
Q4 		$265K Sell
5,238
-3,894
-43% -$217K ﹤0.01% 1701
2022
Q3 		$496K Sell
9,132
-795
-8% -$50.3K ﹤0.01% 1458
2022
Q2 		$578K Buy
9,927
+1,828
+23% +$120K ﹤0.01% 1401
2022
Q1 		$584K Sell
8,099
-9,558
-54% -$681K ﹤0.01% 1471
2021
Q4 		$1.54M Buy
17,657
+10,798
+157% +$927K ﹤0.01% 1030
2021
Q3 		$564K Buy
6,859
+150
+2% +$13.2K ﹤0.01% 1455
2021
Q2 		$549K Buy
6,709
+881
+15% +$70K ﹤0.01% 1444
2021
Q1 		$453K Buy
5,828
+1,880
+48% +$136K ﹤0.01% 1350
2020
Q4 		$264K Buy
+3,948
New +$227K ﹤0.01% 1549
2020
Q2 		– Sell
-19,550
Closed -$622K – 1598
2020
Q1 		$622K Buy
+19,550
New +$764K ﹤0.01% 851
2015
Q3 		– Sell
-19,704
Closed -$462K – 1132
2015
Q2 		$462K Sell
19,704
-150
-0.8% -$3.67K 0.01% 703
2015
Q1 		$501K Buy
+19,854
New +$509K 0.01% 724

Other funds holding TRMB

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Trimble (TRMB) stake by 7% in Q3 2023, buying an estimated $14.2K and bringing the position to 4,092 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

JP Morgan Private Wealth Advisors first reported a position in TRMB in Q1 2015 and has held it in 15 quarters since. The position peaked at $1.54M in Q4 2021. 578 funds tracked by Wall St. Rank hold TRMB as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 4,092 shares of Trimble worth $220K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 268 Trimble shares in Q3 2023, an estimated $14.2K.
  • Trimble made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1600 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Trimble in Q1 2015 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's Trimble position peaked at $1.54M in Q4 2021.
  • 578 funds tracked by Wall St. Rank held Trimble as of Q3 2023.

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