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JP Morgan Private Wealth Advisors’s Albemarle ALB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ALB Stock Details ALB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$5.03M Buy
+29,577
New +$5.89M 0.01% 501
2023
Q2 		– Sell
-18,561
Closed -$4.1M – 1478
2023
Q1 		$4.1M Sell
18,561
-18,797
-50% -$4.63M 0.01% 637
2022
Q4 		$8.1M Sell
37,358
-5,497
-13% -$1.47M 0.02% 468
2022
Q3 		$11.3M Buy
42,855
+2,697
+7% +$686K 0.03% 371
2022
Q2 		$8.39M Buy
40,158
+29,475
+276% +$6.58M 0.02% 444
2022
Q1 		$2.36M Buy
10,683
+708
+7% +$150K 0.01% 843
2021
Q4 		$2.33M Sell
9,975
-241
-2% -$59.6K 0.01% 846
2021
Q3 		$2.24M Buy
10,216
+404
+4% +$86.3K 0.01% 854
2021
Q2 		$1.65M Buy
9,812
+1,098
+13% +$177K ﹤0.01% 962
2021
Q1 		$1.27M Sell
8,714
-220
-2% -$35.3K ﹤0.01% 935
2020
Q4 		$1.32M Buy
8,934
+682
+8% +$81K ﹤0.01% 894
2020
Q3 		$737K Sell
8,252
-76
-0.9% -$6.73K ﹤0.01% 1008
2020
Q2 		$643K Buy
8,328
+961
+13% +$65.3K ﹤0.01% 979
2020
Q1 		$415K Sell
7,367
-1,397
-16% -$107K ﹤0.01% 1002
2019
Q4 		$640K Sell
8,764
-1,862
-18% -$124K ﹤0.01% 955
2019
Q3 		$739K Buy
10,626
+1,319
+14% +$89.8K ﹤0.01% 866
2019
Q2 		$655K Buy
9,307
+2,867
+45% +$212K ﹤0.01% 889
2019
Q1 		$528K Buy
6,440
+1,071
+20% +$87.6K ﹤0.01% 1015
2018
Q4 		$414K Buy
5,369
+1,219
+29% +$115K ﹤0.01% 1038
2018
Q3 		$415K Buy
4,150
+158
+4% +$15.3K ﹤0.01% 1146
2018
Q2 		$377K Buy
3,992
+19
+0.5% +$1.82K ﹤0.01% 1116
2018
Q1 		$368K Buy
3,973
+109
+3% +$12K ﹤0.01% 969
2017
Q4 		$494K Sell
3,864
-33
-0.8% -$4.48K ﹤0.01% 869
2017
Q3 		$531K Buy
3,897
+309
+9% +$36.7K ﹤0.01% 818
2017
Q2 		$379K Buy
3,588
+944
+36% +$103K ﹤0.01% 924
2017
Q1 		$280K Sell
2,644
-199
-7% -$19.4K ﹤0.01% 1093
2016
Q4 		$244K Buy
2,843
+269
+10% +$22.8K ﹤0.01% 1087
2016
Q3 		$220K Buy
+2,574
New +$212K ﹤0.01% 1110
2014
Q2 		– Sell
-3,164
Closed -$210K – 892
2014
Q1 		$210K Buy
+3,164
New +$205K ﹤0.01% 799

Other funds holding ALB

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Albemarle (ALB) in Q3 2023: 29,577 shares worth $5.03M. The stake represents 0.01% of the portfolio and ranks #501 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in ALB as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in ALB in Q1 2014 and has held it in 29 quarters since. The position peaked at $11.3M in Q3 2022. 1,003 funds tracked by Wall St. Rank hold ALB as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 29,577 shares of Albemarle worth $5.03M as of Q3 2023.
  • Albemarle was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Albemarle made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #501 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Albemarle in Q1 2014 and has held it in 29 quarters since.
  • JP Morgan Private Wealth Advisors's Albemarle position peaked at $11.3M in Q3 2022.
  • 1,003 funds tracked by Wall St. Rank held Albemarle as of Q3 2023.

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