JMPWA
YUMC icon

JP Morgan Private Wealth Advisors’s Yum China YUMC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio YUMC Stock Details YUMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.12M Sell
20,144
-810
-4% -$45.3K ﹤0.01% 932
2023
Q2 		$1.18M Sell
20,954
-1,740
-8% -$105K 0.01% 715
2023
Q1 		$1.44M Sell
22,694
-1,478
-6% -$89.2K ﹤0.01% 1004
2022
Q4 		$1.32M Sell
24,172
-579
-2% -$29.4K ﹤0.01% 1023
2022
Q3 		$1.17M Buy
24,751
+2,702
+12% +$130K ﹤0.01% 1060
2022
Q2 		$1.07M Sell
22,049
-821
-4% -$34.6K ﹤0.01% 1120
2022
Q1 		$950K Sell
22,870
-4,975
-18% -$234K ﹤0.01% 1244
2021
Q4 		$1.39M Sell
27,845
-206
-0.7% -$11.2K ﹤0.01% 1085
2021
Q3 		$1.63M Sell
28,051
-27,633
-50% -$1.7M ﹤0.01% 987
2021
Q2 		$3.69M Buy
55,684
+8,291
+17% +$529K 0.01% 668
2021
Q1 		$2.81M Buy
47,393
+13,955
+42% +$834K 0.01% 659
2020
Q4 		$1.91M Buy
33,438
+2,981
+10% +$167K 0.01% 740
2020
Q3 		$1.61M Buy
30,457
+3,701
+14% +$196K 0.01% 712
2020
Q2 		$1.29M Sell
26,756
-2,752
-9% -$130K 0.01% 719
2020
Q1 		$1.26M Sell
29,508
-1,703
-5% -$75.9K 0.01% 640
2019
Q4 		$1.5M Buy
31,211
+3,032
+11% +$135K 0.01% 673
2019
Q3 		$1.28M Buy
28,179
+6,227
+28% +$278K 0.01% 687
2019
Q2 		$1.01M Sell
21,952
-2,860
-12% -$124K 0.01% 750
2019
Q1 		$1.11M Sell
24,812
-575
-2% -$22.6K 0.01% 759
2018
Q4 		$851K Sell
25,387
-14,244
-36% -$489K 0.01% 802
2018
Q3 		$1.39M Sell
39,631
-3,945
-9% -$141K 0.01% 718
2018
Q2 		$1.68M Buy
43,576
+2,996
+7% +$119K 0.01% 638
2018
Q1 		$1.69M Buy
40,580
+4,064
+11% +$175K 0.01% 519
2017
Q4 		$1.46M Sell
36,516
-161
-0.4% -$6.62K 0.01% 562
2017
Q3 		$1.47M Sell
36,677
-1,137
-3% -$42.4K 0.01% 532
2017
Q2 		$1.49M Sell
37,814
-6,384
-14% -$230K 0.01% 521
2017
Q1 		$1.2M Sell
44,198
-3,906
-8% -$104K 0.01% 585
2016
Q4 		$1.26M Buy
+48,104
New +$1.31M 0.01% 537

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Yum China (YUMC) stake by 3.9% in Q3 2023, selling an estimated $45.3K and leaving 20,144 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #932.

JP Morgan Private Wealth Advisors first reported a position in YUMC in Q4 2016 and has held it in 28 quarters since. The position peaked at $3.69M in Q2 2021. 701 funds tracked by Wall St. Rank hold YUMC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 20,144 shares of Yum China worth $1.12M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 810 Yum China shares in Q3 2023, an estimated $45.3K.
  • Yum China made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #932 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Yum China in Q4 2016 and has held it in 28 quarters since.
  • JP Morgan Private Wealth Advisors's Yum China position peaked at $3.69M in Q2 2021.
  • 701 funds tracked by Wall St. Rank held Yum China as of Q3 2023.

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