JMPWA
AMWD

JP Morgan Private Wealth Advisors’s American Woodmark AMWD Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AMWD Stock Details AMWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$272K Sell
3,594
-494
-12% -$37.1K ﹤0.01% 1521
2023
Q2 		$312K Sell
4,088
-7,639
-65% -$444K ﹤0.01% 1225
2023
Q1 		$611K Sell
11,727
-5,378
-31% -$291K ﹤0.01% 1390
2022
Q4 		$836K Sell
17,105
-566
-3% -$28.1K ﹤0.01% 1237
2022
Q3 		$775K Buy
17,671
+3,027
+21% +$148K ﹤0.01% 1259
2022
Q2 		$659K Buy
14,644
+1,264
+9% +$61.1K ﹤0.01% 1332
2022
Q1 		$655K Buy
13,380
+1,137
+9% +$65.4K ﹤0.01% 1410
2021
Q4 		$798K Sell
12,243
-102
-0.8% -$6.91K ﹤0.01% 1353
2021
Q3 		$807K Buy
12,345
+697
+6% +$51.2K ﹤0.01% 1304
2021
Q2 		$952K Buy
11,648
+1,744
+18% +$163K ﹤0.01% 1223
2021
Q1 		$976K Buy
9,904
+1,134
+13% +$109K ﹤0.01% 1051
2020
Q4 		$823K Buy
8,770
+597
+7% +$54.3K ﹤0.01% 1078
2020
Q3 		$642K Buy
+8,173
New +$667K ﹤0.01% 1056

Other funds holding AMWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its American Woodmark (AMWD) stake by 12% in Q3 2023, selling an estimated $37.1K and leaving 3,594 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

JP Morgan Private Wealth Advisors first reported a position in AMWD in Q3 2020 and has held it in 13 quarters since. The position peaked at $976K in Q1 2021. 206 funds tracked by Wall St. Rank hold AMWD as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 3,594 shares of American Woodmark worth $272K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 494 American Woodmark shares in Q3 2023, an estimated $37.1K.
  • American Woodmark made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1521 holding.
  • JP Morgan Private Wealth Advisors first reported a position in American Woodmark in Q3 2020 and has held it in 13 quarters since.
  • JP Morgan Private Wealth Advisors's American Woodmark position peaked at $976K in Q1 2021.
  • 206 funds tracked by Wall St. Rank held American Woodmark as of Q3 2023.

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