JMPWA
AMX icon

JP Morgan Private Wealth Advisors’s America Movil AMX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AMX Stock Details AMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$532K Buy
30,723
+826
+3% +$16.2K ﹤0.01% 1223
2023
Q2 		$647K Sell
29,897
-26,204
-47% -$569K ﹤0.01% 931
2023
Q1 		$1.18M Sell
56,101
-119
-0.2% -$2.44K ﹤0.01% 1099
2022
Q4 		$1.02M Sell
56,220
-2,107
-4% -$38.9K ﹤0.01% 1134
2022
Q3 		$961K Sell
58,327
-1,235
-2% -$22.6K ﹤0.01% 1153
2022
Q2 		$1.22M Sell
59,562
-9,093
-13% -$187K ﹤0.01% 1032
2022
Q1 		$1.45M Buy
68,655
+1,937
+3% +$37.4K ﹤0.01% 1038
2021
Q4 		$1.41M Buy
66,718
+37,539
+129% +$691K ﹤0.01% 1075
2021
Q3 		$516K Buy
29,179
+1,474
+5% +$25.4K ﹤0.01% 1489
2021
Q2 		$416K Buy
27,705
+12,214
+79% +$182K ﹤0.01% 1547
2021
Q1 		$210K Sell
15,491
-21,454
-58% -$295K ﹤0.01% 1670
2020
Q4 		$537K Sell
36,945
-818
-2% -$11.1K ﹤0.01% 1264
2020
Q3 		$472K Buy
37,763
+13,215
+54% +$168K ﹤0.01% 1182
2020
Q2 		$312K Buy
24,548
+10,966
+81% +$137K ﹤0.01% 1291
2020
Q1 		$160K Sell
13,582
-1,433
-10% -$22.4K ﹤0.01% 1324
2019
Q4 		$240K Buy
15,015
+3,986
+36% +$62.3K ﹤0.01% 1328
2019
Q3 		$164K Buy
11,029
+40
+0.4% +$574 ﹤0.01% 1364
2019
Q2 		$160K Sell
10,989
-1,814
-14% -$26.8K ﹤0.01% 1311
2019
Q1 		$183K Sell
12,803
-7,495
-37% -$113K ﹤0.01% 1384
2018
Q4 		$289K Buy
20,298
+5,676
+39% +$81.5K ﹤0.01% 1184
2018
Q3 		$235K Sell
14,622
-459
-3% -$7.74K ﹤0.01% 1406
2018
Q2 		$251K Sell
15,081
-383
-2% -$6.63K ﹤0.01% 1277
2018
Q1 		$295K Sell
15,464
-3,551
-19% -$65.7K ﹤0.01% 1046
2017
Q4 		$326K Buy
19,015
+2,236
+13% +$39K ﹤0.01% 1022
2017
Q3 		$298K Sell
16,779
-2,440
-13% -$43.8K ﹤0.01% 1022
2017
Q2 		$306K Sell
19,219
-2,000
-9% -$31K ﹤0.01% 1010
2017
Q1 		$301K Sell
21,219
-4,149
-16% -$54.1K ﹤0.01% 1065
2016
Q4 		$319K Buy
25,368
+2,213
+10% +$26.8K ﹤0.01% 974
2016
Q3 		$265K Sell
23,155
-175
-0.8% -$2.09K ﹤0.01% 1040
2016
Q2 		$286K Sell
23,330
-1,713
-7% -$22.9K ﹤0.01% 1001
2016
Q1 		$389K Sell
25,043
-885
-3% -$12.2K ﹤0.01% 838
2015
Q4 		$365K Buy
25,928
+1,096
+4% +$17.9K ﹤0.01% 793
2015
Q3 		$411K Sell
24,832
-12,054
-33% -$226K 0.01% 680
2015
Q2 		$786K Buy
36,886
+5,559
+18% +$117K 0.01% 559
2015
Q1 		$641K Sell
31,327
-242
-0.8% -$5.18K 0.01% 633
2014
Q4 		$700K Buy
31,569
+1,971
+7% +$45.9K 0.01% 615
2014
Q3 		$746K Buy
29,598
+9,353
+46% +$225K 0.01% 587
2014
Q2 		$420K Buy
20,245
+2,644
+15% +$52.9K 0.01% 614
2014
Q1 		$350K Buy
+17,601
New +$365K 0.01% 681

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its America Movil (AMX) stake by 2.8% in Q3 2023, buying an estimated $16.2K and bringing the position to 30,723 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

JP Morgan Private Wealth Advisors first reported a position in AMX in Q1 2014 and has held it in 39 quarters since. The position peaked at $1.45M in Q1 2022. 274 funds tracked by Wall St. Rank hold AMX as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 30,723 shares of America Movil worth $532K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 826 America Movil shares in Q3 2023, an estimated $16.2K.
  • America Movil made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1223 holding.
  • JP Morgan Private Wealth Advisors first reported a position in America Movil in Q1 2014 and has held it in 39 quarters since.
  • JP Morgan Private Wealth Advisors's America Movil position peaked at $1.45M in Q1 2022.
  • 274 funds tracked by Wall St. Rank held America Movil as of Q3 2023.

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