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JP Morgan Private Wealth Advisors’s Tyler Technologies TYL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TYL Stock Details TYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.81M Sell
4,682
-261
-5% -$102K 0.01% 777
2023
Q2 		$2.06M Sell
4,943
-619
-11% -$238K 0.01% 553
2023
Q1 		$1.97M Sell
5,562
-784
-12% -$255K ﹤0.01% 878
2022
Q4 		$2.05M Sell
6,346
-2,485
-28% -$812K ﹤0.01% 840
2022
Q3 		$3.07M Sell
8,831
-1,218
-12% -$453K 0.01% 703
2022
Q2 		$3.34M Sell
10,049
-2,660
-21% -$974K 0.01% 681
2022
Q1 		$5.65M Sell
12,709
-3,437
-21% -$1.55M 0.01% 582
2021
Q4 		$8.69M Sell
16,146
-848
-5% -$439K 0.02% 468
2021
Q3 		$7.79M Sell
16,994
-57,721
-77% -$27.6M 0.02% 480
2021
Q2 		$33.8M Buy
74,715
+24,191
+48% +$10.3M 0.09% 223
2021
Q1 		$21.4M Buy
50,524
+54
+0.1% +$23.3K 0.07% 254
2020
Q4 		$22M Buy
50,470
+12,404
+33% +$5.12M 0.07% 240
2020
Q3 		$13.3M Buy
38,066
+34,900
+1,102% +$12.1M 0.05% 279
2020
Q2 		$1.1M Sell
3,166
-40
-1% -$13.4K 0.01% 775
2020
Q1 		$951K Buy
3,206
+2,249
+235% +$697K 0.01% 726
2019
Q4 		$287K Buy
957
+40
+4% +$11.1K ﹤0.01% 1259
2019
Q3 		$241K Buy
+917
New +$225K ﹤0.01% 1270
2018
Q4 		– Sell
-822
Closed -$201K – 1594
2018
Q3 		$201K Buy
+822
New +$196K ﹤0.01% 1482
2016
Q1 		– Sell
-1,661
Closed -$290K – 1299
2015
Q4 		$290K Buy
+1,661
New +$287K ﹤0.01% 879
2015
Q3 		– Sell
-1,950
Closed -$252K – 1137
2015
Q2 		$252K Sell
1,950
-15
-0.8% -$1.86K ﹤0.01% 902
2015
Q1 		$237K Buy
1,965
+118
+6% +$13.5K ﹤0.01% 976
2014
Q4 		$202K Buy
+1,847
New +$195K ﹤0.01% 996
2014
Q1 		– Sell
-2,012
Closed -$205K – 886
2013
Q4 		$205K Sell
2,012
-375
-16% -$36.4K ﹤0.01% 611
2013
Q3 		$209K Buy
+2,387
New +$184K ﹤0.01% 591

Other funds holding TYL

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Tyler Technologies (TYL) stake by 5.3% in Q3 2023, selling an estimated $102K and leaving 4,682 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #777.

JP Morgan Private Wealth Advisors first reported a position in TYL in Q3 2013 and has held it in 24 quarters since. The position peaked at $33.8M in Q2 2021. 645 funds tracked by Wall St. Rank hold TYL as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 4,682 shares of Tyler Technologies worth $1.81M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 261 Tyler Technologies shares in Q3 2023, an estimated $102K.
  • Tyler Technologies made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #777 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Tyler Technologies in Q3 2013 and has held it in 24 quarters since.
  • JP Morgan Private Wealth Advisors's Tyler Technologies position peaked at $33.8M in Q2 2021.
  • 645 funds tracked by Wall St. Rank held Tyler Technologies as of Q3 2023.

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