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JP Morgan Private Wealth Advisors’s Badger Meter BMI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BMI Stock Details BMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$586K Sell
4,073
-199
-5% -$31.4K ﹤0.01% 1180
2023
Q2 		$630K Sell
4,272
-1,886
-31% -$260K ﹤0.01% 941
2023
Q1 		$750K Sell
6,158
-275
-4% -$32.2K ﹤0.01% 1305
2022
Q4 		$701K Sell
6,433
-1,123
-15% -$122K ﹤0.01% 1322
2022
Q3 		$698K Sell
7,556
-651
-8% -$60.4K ﹤0.01% 1311
2022
Q2 		$664K Buy
8,207
+313
+4% +$25.9K ﹤0.01% 1327
2022
Q1 		$787K Buy
7,894
+273
+4% +$26.7K ﹤0.01% 1323
2021
Q4 		$812K Buy
7,621
+348
+5% +$36.7K ﹤0.01% 1344
2021
Q3 		$736K Buy
7,273
+459
+7% +$46.9K ﹤0.01% 1354
2021
Q2 		$669K Buy
6,814
+2,345
+52% +$222K ﹤0.01% 1373
2021
Q1 		$416K Sell
4,469
-1,003
-18% -$101K ﹤0.01% 1393
2020
Q4 		$515K Sell
5,472
-2,249
-29% -$180K ﹤0.01% 1282
2020
Q3 		$505K Sell
7,721
-5
-0.1% -$319 ﹤0.01% 1144
2020
Q2 		$486K Sell
7,726
-150
-2% -$8.9K ﹤0.01% 1115
2020
Q1 		$422K Buy
7,876
+858
+12% +$52.3K ﹤0.01% 996
2019
Q4 		$456K Sell
7,018
-67
-0.9% -$3.98K ﹤0.01% 1084
2019
Q3 		$380K Sell
7,085
-794
-10% -$42.8K ﹤0.01% 1099
2019
Q2 		$470K Sell
7,879
-6,560
-45% -$364K ﹤0.01% 1011
2019
Q1 		$803K Buy
14,439
+616
+4% +$34.2K ﹤0.01% 865
2018
Q4 		$680K Buy
13,823
+461
+3% +$23.6K ﹤0.01% 865
2018
Q3 		$708K Sell
13,362
-302
-2% -$15.7K ﹤0.01% 947
2018
Q2 		$611K Sell
13,664
-929
-6% -$41.1K ﹤0.01% 939
2018
Q1 		$688K Sell
14,593
-335
-2% -$16.2K ﹤0.01% 768
2017
Q4 		$714K Buy
14,928
+1,946
+15% +$90.2K ﹤0.01% 755
2017
Q3 		$636K Sell
12,982
-69
-0.5% -$3.07K ﹤0.01% 765
2017
Q2 		$520K Buy
13,051
+1,857
+17% +$72K ﹤0.01% 828
2017
Q1 		$411K Buy
11,194
+2,723
+32% +$100K ﹤0.01% 935
2016
Q4 		$313K Buy
8,471
+1,827
+27% +$63.8K ﹤0.01% 980
2016
Q3 		$222K Buy
6,644
+730
+12% +$25.2K ﹤0.01% 1104
2016
Q2 		$216K Sell
5,914
-874
-13% -$31.2K ﹤0.01% 1121
2016
Q1 		$226K Buy
+6,788
New +$210K ﹤0.01% 1039

Other funds holding BMI

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Badger Meter (BMI) stake by 4.7% in Q3 2023, selling an estimated $31.4K and leaving 4,073 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

JP Morgan Private Wealth Advisors first reported a position in BMI in Q1 2016 and has held it in 31 quarters since. The position peaked at $812K in Q4 2021. 373 funds tracked by Wall St. Rank hold BMI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 4,073 shares of Badger Meter worth $586K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 199 Badger Meter shares in Q3 2023, an estimated $31.4K.
  • Badger Meter made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1180 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Badger Meter in Q1 2016 and has held it in 31 quarters since.
  • JP Morgan Private Wealth Advisors's Badger Meter position peaked at $812K in Q4 2021.
  • 373 funds tracked by Wall St. Rank held Badger Meter as of Q3 2023.

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