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JP Morgan Private Wealth Advisors’s Voya Financial VOYA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VOYA Stock Details VOYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$899K Buy
13,529
+230
+2% +$16.4K ﹤0.01% 1013
2023
Q2 		$954K Sell
13,299
-725
-5% -$52.1K 0.01% 776
2023
Q1 		$1M Buy
14,024
+354
+3% +$24.8K ﹤0.01% 1159
2022
Q4 		$841K Buy
13,670
+1,249
+10% +$80K ﹤0.01% 1232
2022
Q3 		$751K Buy
12,421
+1,463
+13% +$89.5K ﹤0.01% 1274
2022
Q2 		$652K Sell
10,958
-708
-6% -$45.5K ﹤0.01% 1343
2022
Q1 		$774K Sell
11,666
-269
-2% -$18.4K ﹤0.01% 1330
2021
Q4 		$791K Buy
11,935
+804
+7% +$53K ﹤0.01% 1362
2021
Q3 		$683K Buy
11,131
+526
+5% +$33.5K ﹤0.01% 1383
2021
Q2 		$652K Buy
10,605
+6,325
+148% +$416K ﹤0.01% 1384
2021
Q1 		$272K Sell
4,280
-3,683
-46% -$221K ﹤0.01% 1575
2020
Q4 		$468K Sell
7,963
-40
-0.5% -$2.17K ﹤0.01% 1314
2020
Q3 		$384K Sell
8,003
-8,156
-50% -$401K ﹤0.01% 1259
2020
Q2 		$754K Sell
16,159
-21,485
-57% -$954K ﹤0.01% 916
2020
Q1 		$1.53M Buy
37,644
+1,323
+4% +$72.1K 0.01% 596
2019
Q4 		$2.21M Buy
36,321
+856
+2% +$48.3K 0.01% 596
2019
Q3 		$1.93M Buy
35,465
+3,487
+11% +$186K 0.01% 593
2019
Q2 		$1.77M Sell
31,978
-2,020
-6% -$108K 0.01% 617
2019
Q1 		$1.7M Buy
33,998
+7,421
+28% +$352K 0.01% 654
2018
Q4 		$1.07M Buy
26,577
+11,116
+72% +$494K 0.01% 733
2018
Q3 		$768K Buy
15,461
+2,427
+19% +$120K ﹤0.01% 918
2018
Q2 		$613K Buy
13,034
+6,203
+91% +$321K ﹤0.01% 938
2018
Q1 		$345K Buy
+6,831
New +$353K ﹤0.01% 999

Other funds holding VOYA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Voya Financial (VOYA) stake by 1.7% in Q3 2023, buying an estimated $16.4K and bringing the position to 13,529 shares worth $899K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

JP Morgan Private Wealth Advisors first reported a position in VOYA in Q1 2018 and has held it in 23 quarters since. The position peaked at $2.21M in Q4 2019. 379 funds tracked by Wall St. Rank hold VOYA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 13,529 shares of Voya Financial worth $899K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 230 Voya Financial shares in Q3 2023, an estimated $16.4K.
  • Voya Financial made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1013 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Voya Financial in Q1 2018 and has held it in 23 quarters since.
  • JP Morgan Private Wealth Advisors's Voya Financial position peaked at $2.21M in Q4 2019.
  • 379 funds tracked by Wall St. Rank held Voya Financial as of Q3 2023.

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