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JP Morgan Private Wealth Advisors’s Telus TU Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TU Stock Details TU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$570K Hold
34,715
– – ﹤0.01% 1197
2023
Q2 		$676K Sell
34,715
-1,471
-4% -$29.6K ﹤0.01% 911
2023
Q1 		$719K Sell
36,186
-5,164
-12% -$105K ﹤0.01% 1323
2022
Q4 		$798K Buy
41,350
+470
+1% +$9.71K ﹤0.01% 1256
2022
Q3 		$812K Sell
40,880
-180
-0.4% -$4.02K ﹤0.01% 1233
2022
Q2 		$915K Buy
41,060
+34
+0.1% +$841 ﹤0.01% 1185
2022
Q1 		$1.07M Buy
41,026
+138
+0.3% +$3.41K ﹤0.01% 1191
2021
Q4 		$964K Buy
40,888
+646
+2% +$14.8K ﹤0.01% 1257
2021
Q3 		$884K Buy
40,242
+19
+0% +$428 ﹤0.01% 1272
2021
Q2 		$903K Buy
40,223
+5,782
+17% +$125K ﹤0.01% 1243
2021
Q1 		$686K Sell
34,441
-1,922
-5% -$39.9K ﹤0.01% 1205
2020
Q4 		$720K Sell
36,363
-4,105
-10% -$77.3K ﹤0.01% 1135
2020
Q3 		$710K Buy
40,468
+43
+0.1% +$764 ﹤0.01% 1024
2020
Q2 		$676K Sell
40,425
-1,721
-4% -$28.6K ﹤0.01% 958
2020
Q1 		$659K Sell
42,146
-3,528
-8% -$65.3K ﹤0.01% 838
2019
Q4 		$886K Sell
45,674
-1,472
-3% -$27.3K ﹤0.01% 841
2019
Q3 		$840K Sell
47,146
-2,512
-5% -$45.7K ﹤0.01% 823
2019
Q2 		$920K Sell
49,658
-3,032
-6% -$56.1K 0.01% 779
2019
Q1 		$975K Buy
52,690
+13,038
+33% +$230K 0.01% 807
2018
Q4 		$657K Sell
39,652
-21,720
-35% -$378K ﹤0.01% 873
2018
Q3 		$1.13M Buy
61,372
+18,958
+45% +$347K 0.01% 787
2018
Q2 		$753K Buy
+42,414
New +$751K ﹤0.01% 870

Other funds holding TU

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 $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its Telus (TU) position steady in Q3 2023 at 34,715 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

JP Morgan Private Wealth Advisors first reported a position in TU in Q2 2018 and has held it in 22 quarters since. The position peaked at $1.13M in Q3 2018. 307 funds tracked by Wall St. Rank hold TU as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 34,715 shares of Telus worth $570K as of Q3 2023.
  • JP Morgan Private Wealth Advisors left its Telus share count unchanged in Q3 2023.
  • Telus made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1197 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Telus in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Telus position peaked at $1.13M in Q3 2018.
  • 307 funds tracked by Wall St. Rank held Telus as of Q3 2023.

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