JP Morgan Private Wealth Advisors’s Bristow Group VTOL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VTOL Stock Details VTOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$427K	Sell	15,141 -524	-3%	-$15.2K	﹤0.01%	1309
2023 Q2	$450K	Sell	15,665 -8,769	-36%	-$209K	﹤0.01%	1078
2023 Q1	$547K	Buy	24,434 +11,273	+86%	+$299K	﹤0.01%	1436
2022 Q4	$357K	Buy	+13,161	New	+$344K	﹤0.01%	1597
2021 Q2	–	Sell	-14,534	Closed	-$376K	–	1944
2021 Q1	$376K	Buy	+14,534	New	+$396K	﹤0.01%	1434

Other funds holding VTOL

SDIC

South Dakota Investment Council Sioux Falls, South Dakota $5.84B AUM 30.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SAAM

Solus Alternative Asset Management Summit, New Jersey $372M AUM 45.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

TCA

Taconic Capital Advisors New York $229M AUM 110.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Bristow Group (VTOL) stake by 3.3% in Q3 2023, selling an estimated $15.2K and leaving 15,141 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

JP Morgan Private Wealth Advisors first reported a position in VTOL in Q1 2021 and has held it in 5 quarters since. The position peaked at $547K in Q1 2023. 134 funds tracked by Wall St. Rank hold VTOL as of Q3 2023.

JP Morgan Private Wealth Advisors held 15,141 shares of Bristow Group worth $427K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 524 Bristow Group shares in Q3 2023, an estimated $15.2K.
Bristow Group made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1309 holding.
JP Morgan Private Wealth Advisors first reported a position in Bristow Group in Q1 2021 and has held it in 5 quarters since.
JP Morgan Private Wealth Advisors's Bristow Group position peaked at $547K in Q1 2023.
134 funds tracked by Wall St. Rank held Bristow Group as of Q3 2023.

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