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JP Morgan Private Wealth Advisors’s TransUnion TRU Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$725K Buy
10,096
+2,507
+33% +$197K ﹤0.01% 1098
2023
Q2 		$594K Sell
7,589
-1,432
-16% -$99.1K ﹤0.01% 964
2023
Q1 		$561K Buy
9,021
+1,654
+22% +$108K ﹤0.01% 1430
2022
Q4 		$418K Sell
7,367
-1,072
-13% -$62.8K ﹤0.01% 1542
2022
Q3 		$502K Sell
8,439
-7,221
-46% -$555K ﹤0.01% 1453
2022
Q2 		$1.25M Buy
15,660
+5,090
+48% +$438K ﹤0.01% 1022
2022
Q1 		$1.09M Buy
10,570
+342
+3% +$34.7K ﹤0.01% 1182
2021
Q4 		$1.21M Buy
10,228
+600
+6% +$68.8K ﹤0.01% 1148
2021
Q3 		$1.08M Buy
9,628
+78
+0.8% +$9.17K ﹤0.01% 1177
2021
Q2 		$1.05M Buy
9,550
+23
+0.2% +$2.4K ﹤0.01% 1174
2021
Q1 		$857K Sell
9,527
-2,846
-23% -$257K ﹤0.01% 1110
2020
Q4 		$1.23M Buy
12,373
+942
+8% +$86.2K ﹤0.01% 927
2020
Q3 		$962K Sell
11,431
-757
-6% -$65.4K ﹤0.01% 899
2020
Q2 		$1.06M Buy
12,188
+3,673
+43% +$293K ﹤0.01% 788
2020
Q1 		$564K Sell
8,515
-1,831
-18% -$158K ﹤0.01% 895
2019
Q4 		$886K Buy
10,346
+1,038
+11% +$86.5K ﹤0.01% 840
2019
Q3 		$755K Buy
9,308
+2,597
+39% +$209K ﹤0.01% 859
2019
Q2 		$493K Buy
6,711
+159
+2% +$10.9K ﹤0.01% 992
2019
Q1 		$438K Buy
6,552
+696
+12% +$43.1K ﹤0.01% 1075
2018
Q4 		$333K Buy
5,856
+387
+7% +$24.7K ﹤0.01% 1116
2018
Q3 		$402K Buy
5,469
+272
+5% +$20.2K ﹤0.01% 1167
2018
Q2 		$372K Buy
+5,197
New +$346K ﹤0.01% 1123

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its TransUnion (TRU) stake by 33% in Q3 2023, buying an estimated $197K and bringing the position to 10,096 shares worth $725K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

JP Morgan Private Wealth Advisors first reported a position in TRU in Q2 2018 and has held it in 22 quarters since. The position peaked at $1.25M in Q2 2022. 425 funds tracked by Wall St. Rank hold TRU as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 10,096 shares of TransUnion worth $725K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 2,507 TransUnion shares in Q3 2023, an estimated $197K.
  • TransUnion made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1098 holding.
  • JP Morgan Private Wealth Advisors first reported a position in TransUnion in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's TransUnion position peaked at $1.25M in Q2 2022.
  • 425 funds tracked by Wall St. Rank held TransUnion as of Q3 2023.

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