JMPWA
XYZ

JP Morgan Private Wealth Advisors’s Block Inc XYZ Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.17M Sell
71,655
-3,123
-4% -$193K 0.01% 612
2023
Q2 		$4.98M Sell
74,778
-29,117
-28% -$1.82M 0.03% 338
2023
Q1 		$7.13M Sell
103,895
-14,871
-13% -$1.11M 0.02% 504
2022
Q4 		$7.46M Sell
118,766
-37,344
-24% -$2.3M 0.02% 487
2022
Q3 		$8.58M Sell
156,110
-14,002
-8% -$991K 0.02% 425
2022
Q2 		$10.5M Buy
170,112
+1,588
+0.9% +$145K 0.03% 393
2022
Q1 		$22.9M Sell
168,524
-104,647
-38% -$12.7M 0.05% 303
2021
Q4 		$44.1M Sell
273,171
-53,276
-16% -$11.5M 0.09% 204
2021
Q3 		$78.3M Buy
326,447
+48,881
+18% +$12.6M 0.19% 128
2021
Q2 		$67.7M Buy
277,566
+60,464
+28% +$14M 0.18% 137
2021
Q1 		$49.3M Sell
217,102
-20,008
-8% -$4.68M 0.16% 148
2020
Q4 		$51.6M Buy
237,110
+22,023
+10% +$4.3M 0.17% 142
2020
Q3 		$35M Buy
215,087
+88,619
+70% +$12.5M 0.14% 155
2020
Q2 		$13.3M Buy
126,468
+37,107
+42% +$2.84M 0.06% 251
2020
Q1 		$4.68M Buy
89,361
+5,690
+7% +$389K 0.03% 361
2019
Q4 		$5.23M Buy
83,671
+824
+1% +$52.7K 0.02% 410
2019
Q3 		$5.13M Sell
82,847
-381
-0.5% -$25.9K 0.03% 398
2019
Q2 		$6.04M Sell
83,228
-71,295
-46% -$4.98M 0.03% 348
2019
Q1 		$11.6M Buy
154,523
+47,844
+45% +$3.47M 0.06% 264
2018
Q4 		$5.98M Buy
106,679
+7,226
+7% +$510K 0.04% 332
2018
Q3 		$9.85M Buy
99,453
+18,141
+22% +$1.4M 0.05% 303
2018
Q2 		$5.01M Sell
81,312
-4,590
-5% -$252K 0.03% 399
2018
Q1 		$4.23M Buy
85,902
+2,952
+4% +$135K 0.03% 350
2017
Q4 		$2.88M Buy
82,950
+65,909
+387% +$2.41M 0.02% 422
2017
Q3 		$491K Buy
17,041
+3,838
+29% +$100K ﹤0.01% 854
2017
Q2 		$310K Buy
+13,203
New +$273K ﹤0.01% 1003
2016
Q4 		– Sell
-16,859
Closed -$197K – 1307
2016
Q3 		$197K Buy
+16,859
New +$184K ﹤0.01% 1149

Other funds holding XYZ

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Block Inc (XYZ) stake by 4.2% in Q3 2023, selling an estimated $193K and leaving 71,655 shares worth $3.17M. The position accounts for 0.01% of the portfolio, ranked #612.

JP Morgan Private Wealth Advisors first reported a position in XYZ in Q3 2016 and has held it in 27 quarters since. The position peaked at $78.3M in Q3 2021. 887 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 71,655 shares of Block Inc worth $3.17M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 3,123 Block Inc shares in Q3 2023, an estimated $193K.
  • Block Inc made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #612 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Block Inc in Q3 2016 and has held it in 27 quarters since.
  • JP Morgan Private Wealth Advisors's Block Inc position peaked at $78.3M in Q3 2021.
  • 887 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

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