JP Morgan Private Wealth Advisors’s Western Union WU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$153K	Sell	11,596 -5,588	-33%	-$68.5K	﹤0.01%	1656
2023 Q2	$202K	Sell	17,184 -11,141	-39%	-$128K	﹤0.01%	1393
2023 Q1	$316K	Sell	28,325 -8,275	-23%	-$108K	﹤0.01%	1660
2022 Q4	$504K	Sell	36,600 -19,799	-35%	-$273K	﹤0.01%	1474
2022 Q3	$761K	Sell	56,399 -78,460	-58%	-$1.23M	﹤0.01%	1268
2022 Q2	$2.22M	Buy	134,859 +6,763	+5%	+$119K	0.01%	808
2022 Q1	$2.4M	Sell	128,096 -63,011	-33%	-$1.17M	0.01%	839
2021 Q4	$3.41M	Buy	191,107 +4,717	+3%	+$87K	0.01%	726
2021 Q3	$3.77M	Buy	186,390 +128,988	+225%	+$2.85M	0.01%	667
2021 Q2	$1.32M	Buy	57,402 +10,370	+22%	+$258K	﹤0.01%	1060
2021 Q1	$1.16M	Sell	47,032 -10,964	-19%	-$258K	﹤0.01%	973
2020 Q4	$1.27M	Sell	57,996 -12,443	-18%	-$270K	﹤0.01%	912
2020 Q3	$1.51M	Buy	70,439 +2,871	+4%	+$65.2K	0.01%	731
2020 Q2	$1.46M	Sell	67,568 -18,759	-22%	-$381K	0.01%	681
2020 Q1	$1.56M	Buy	86,327 +29,202	+51%	+$716K	0.01%	591
2019 Q4	$1.53M	Buy	57,125 +2,784	+5%	+$72.2K	0.01%	668
2019 Q3	$1.26M	Buy	54,341 +7,677	+16%	+$166K	0.01%	693
2019 Q2	$928K	Sell	46,664 -11,635	-20%	-$227K	0.01%	776
2019 Q1	$1.08M	Sell	58,299 -211,054	-78%	-$3.79M	0.01%	773
2018 Q4	$4.59M	Sell	269,353 -25,718	-9%	-$468K	0.03%	376
2018 Q3	$5.62M	Sell	295,071 -292,017	-50%	-$5.67M	0.03%	405
2018 Q2	$11.9M	Buy	587,088 +169,429	+41%	+$3.37M	0.07%	249
2018 Q1	$8.03M	Buy	417,659 +42,148	+11%	+$846K	0.05%	261
2017 Q4	$7.14M	Buy	375,511 +18,509	+5%	+$363K	0.05%	278
2017 Q3	$6.86M	Buy	357,002 +7,425	+2%	+$142K	0.05%	270
2017 Q2	$6.66M	Buy	349,577 +395	+0.1%	+$7.64K	0.05%	267
2017 Q1	$7.11M	Buy	349,182 +13,269	+4%	+$271K	0.06%	261
2016 Q4	$7.3M	Buy	335,913 +3,428	+1%	+$71.1K	0.06%	230
2016 Q3	$6.92M	Buy	332,485 +40,219	+14%	+$826K	0.06%	236
2016 Q2	$5.61M	Buy	292,266 +93,701	+47%	+$1.82M	0.05%	252
2016 Q1	$3.83M	Buy	198,565 +117,530	+145%	+$2.11M	0.04%	289
2015 Q4	$1.45M	Buy	81,035 +11,199	+16%	+$211K	0.01%	443
2015 Q3	$1.28M	Buy	69,836 +54,902	+368%	+$1.04M	0.02%	421
2015 Q2	$304K	Sell	14,934 -50,519	-77%	-$1.08M	﹤0.01%	837
2015 Q1	$1.36M	Sell	65,453 -5,154	-7%	-$96K	0.02%	458
2014 Q4	$1.27M	Sell	70,607 -10,824	-13%	-$188K	0.02%	477
2014 Q3	$1.31M	Buy	81,431 +9,547	+13%	+$164K	0.02%	443
2014 Q2	$1.25M	Buy	71,884 +22,991	+47%	+$371K	0.02%	367
2014 Q1	$800K	Buy	+48,893	New	+$796K	0.01%	448
2013 Q3	–	Sell	-10,109	Closed	-$173K	–	667
2013 Q2	$173K	Buy	+10,109	New	+$160K	﹤0.01%	590

Other funds holding WU

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Western Union (WU) stake by 33% in Q3 2023, selling an estimated $68.5K and leaving 11,596 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

JP Morgan Private Wealth Advisors first reported a position in WU in Q2 2013 and has held it in 40 quarters since. The position peaked at $11.9M in Q2 2018. 435 funds tracked by Wall St. Rank hold WU as of Q3 2023.

JP Morgan Private Wealth Advisors held 11,596 shares of Western Union worth $153K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 5,588 Western Union shares in Q3 2023, an estimated $68.5K.
Western Union made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1656 holding.
JP Morgan Private Wealth Advisors first reported a position in Western Union in Q2 2013 and has held it in 40 quarters since.
JP Morgan Private Wealth Advisors's Western Union position peaked at $11.9M in Q2 2018.
435 funds tracked by Wall St. Rank held Western Union as of Q3 2023.

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