JMPWA
Y

JP Morgan Private Wealth Advisors’s Alleghany Corp Y Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio Y Stock Details Y Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,793
Closed -$1.5M – 2029
2022
Q3 		$1.5M Buy
1,793
+15
+0.8% +$12.6K ﹤0.01% 954
2022
Q2 		$1.48M Sell
1,778
-527
-23% -$441K ﹤0.01% 952
2022
Q1 		$1.95M Sell
2,305
-573
-20% -$397K ﹤0.01% 913
2021
Q4 		$1.92M Sell
2,878
-11
-0.4% -$7.33K ﹤0.01% 927
2021
Q3 		$1.8M Sell
2,889
-2
-0.1% -$1.32K ﹤0.01% 938
2021
Q2 		$1.93M Buy
2,891
+806
+39% +$555K 0.01% 897
2021
Q1 		$1.31M Sell
2,085
-102
-5% -$63.1K ﹤0.01% 922
2020
Q4 		$1.32M Sell
2,187
-68
-3% -$39.7K ﹤0.01% 893
2020
Q3 		$1.17M Buy
2,255
+86
+4% +$45.2K ﹤0.01% 826
2020
Q2 		$1.06M Sell
2,169
-1,582
-42% -$819K ﹤0.01% 789
2020
Q1 		$2.07M Buy
3,751
+123
+3% +$88.5K 0.01% 535
2019
Q4 		$2.9M Hold
3,628
– – 0.01% 539
2019
Q3 		$2.89M Buy
3,628
+289
+9% +$213K 0.02% 515
2019
Q2 		$2.27M Buy
+3,339
New +$2.21M 0.01% 565

Other funds holding Y

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JP Morgan Private Wealth Advisors's Y Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 1,793 shares — an estimated $1.5M sold.

JP Morgan Private Wealth Advisors first reported a position in Y in Q2 2019 and held it in 14 quarters. The position peaked at $2.9M in Q4 2019. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 1,793 Alleghany Corp shares in Q4 2022, an estimated $1.5M.
  • JP Morgan Private Wealth Advisors first reported a position in Alleghany Corp in Q2 2019 and held it in 14 quarters.
  • JP Morgan Private Wealth Advisors's Alleghany Corp position peaked at $2.9M in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.