JMPWA
VC icon

JP Morgan Private Wealth Advisors’s Visteon VC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VC Stock Details VC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$340K Sell
2,463
-203
-8% -$29.2K ﹤0.01% 1410
2023
Q2 		$383K Sell
2,666
-3,845
-59% -$548K ﹤0.01% 1138
2023
Q1 		$1.02M Buy
6,511
+374
+6% +$57.9K ﹤0.01% 1154
2022
Q4 		$803K Sell
6,137
-270
-4% -$36K ﹤0.01% 1249
2022
Q3 		$680K Sell
6,407
-821
-11% -$97.9K ﹤0.01% 1329
2022
Q2 		$749K Sell
7,228
-187
-3% -$19.3K ﹤0.01% 1280
2022
Q1 		$809K Buy
7,415
+428
+6% +$46.6K ﹤0.01% 1313
2021
Q4 		$777K Sell
6,987
-280
-4% -$31.1K ﹤0.01% 1369
2021
Q3 		$686K Buy
7,267
+266
+4% +$28.7K ﹤0.01% 1380
2021
Q2 		$847K Buy
7,001
+170
+2% +$20.4K ﹤0.01% 1271
2021
Q1 		$833K Sell
6,831
-83
-1% -$10.9K ﹤0.01% 1124
2020
Q4 		$868K Buy
6,914
+225
+3% +$23.7K ﹤0.01% 1059
2020
Q3 		$463K Sell
6,689
-439
-6% -$32.4K ﹤0.01% 1195
2020
Q2 		$488K Buy
+7,128
New +$448K ﹤0.01% 1111
2020
Q1 		– Sell
-2,432
Closed -$211K – 1543
2019
Q4 		$211K Buy
+2,432
New +$217K ﹤0.01% 1381
2018
Q3 		– Sell
-2,517
Closed -$326K – 1623
2018
Q2 		$326K Buy
+2,517
New +$315K ﹤0.01% 1175
2016
Q3 		– Sell
-3,233
Closed -$213K – 1274
2016
Q2 		$213K Buy
3,233
+581
+22% +$43.4K ﹤0.01% 1129
2016
Q1 		$210K Buy
+2,652
New +$209K ﹤0.01% 1062

Other funds holding VC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Visteon (VC) stake by 7.6% in Q3 2023, selling an estimated $29.2K and leaving 2,463 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

JP Morgan Private Wealth Advisors first reported a position in VC in Q1 2016 and has held it in 18 quarters since. The position peaked at $1.02M in Q1 2023. 284 funds tracked by Wall St. Rank hold VC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,463 shares of Visteon worth $340K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 203 Visteon shares in Q3 2023, an estimated $29.2K.
  • Visteon made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1410 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Visteon in Q1 2016 and has held it in 18 quarters since.
  • JP Morgan Private Wealth Advisors's Visteon position peaked at $1.02M in Q1 2023.
  • 284 funds tracked by Wall St. Rank held Visteon as of Q3 2023.

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