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JP Morgan Private Wealth Advisors’s Cleveland-Cliffs CLF Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$200K Buy
12,802
+1,995
+18% +$31.1K ﹤0.01% 1632
2023
Q2 		$181K Sell
10,807
-212
-2% -$3.36K ﹤0.01% 1404
2023
Q1 		$202K Sell
11,019
-138
-1% -$2.73K ﹤0.01% 1832
2022
Q4 		$180K Sell
11,157
-375,971
-97% -$5.66M ﹤0.01% 1837
2022
Q3 		$5.21M Buy
387,128
+151,859
+65% +$2.53M 0.01% 550
2022
Q2 		$3.62M Sell
235,269
-163,677
-41% -$3.91M 0.01% 660
2022
Q1 		$12.8M Buy
398,946
+182,440
+84% +$4.16M 0.03% 390
2021
Q4 		$4.71M Sell
216,506
-669,838
-76% -$14.4M 0.01% 624
2021
Q3 		$17.6M Buy
886,344
+239,752
+37% +$5.46M 0.04% 330
2021
Q2 		$13.9M Buy
646,592
+425,194
+192% +$8.38M 0.04% 369
2021
Q1 		$4.45M Buy
+221,398
New +$3.6M 0.01% 534

Other funds holding CLF

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Cleveland-Cliffs (CLF) stake by 18% in Q3 2023, buying an estimated $31.1K and bringing the position to 12,802 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

JP Morgan Private Wealth Advisors first reported a position in CLF in Q1 2021 and has held it in 11 quarters since. The position peaked at $17.6M in Q3 2021. 606 funds tracked by Wall St. Rank hold CLF as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 12,802 shares of Cleveland-Cliffs worth $200K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 1,995 Cleveland-Cliffs shares in Q3 2023, an estimated $31.1K.
  • Cleveland-Cliffs made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1632 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Cleveland-Cliffs in Q1 2021 and has held it in 11 quarters since.
  • JP Morgan Private Wealth Advisors's Cleveland-Cliffs position peaked at $17.6M in Q3 2021.
  • 606 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2023.

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