JP Morgan Private Wealth Advisors’s Compass Minerals CMP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CMP Stock Details CMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,241	Closed	-$329K	–	1936
2022 Q1	$329K	Sell	5,241 -370	-7%	-$21K	﹤0.01%	1712
2021 Q4	$287K	Sell	5,611 -3,073	-35%	-$187K	﹤0.01%	1760
2021 Q3	$559K	Sell	8,684 -72	-0.8%	-$4.74K	﹤0.01%	1461
2021 Q2	$519K	Sell	8,756 -820	-9%	-$54.4K	﹤0.01%	1466
2021 Q1	$601K	Buy	9,576 +479	+5%	+$30.7K	﹤0.01%	1245
2020 Q4	$561K	Buy	9,097 +262	+3%	+$16.2K	﹤0.01%	1249
2020 Q3	$524K	Buy	8,835 +278	+3%	+$15.3K	﹤0.01%	1127
2020 Q2	$417K	Buy	+8,557	New	+$397K	﹤0.01%	1183

Other funds holding CMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CMP Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of Compass Minerals (CMP) in Q2 2022, closing a stake of 5,241 shares — an estimated $329K sold.

JP Morgan Private Wealth Advisors first reported a position in CMP in Q2 2020 and held it in 8 quarters. The position peaked at $601K in Q1 2021. 274 funds tracked by Wall St. Rank hold CMP as of Q2 2022.

JP Morgan Private Wealth Advisors reported no remaining Compass Minerals position as of Q2 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 5,241 Compass Minerals shares in Q2 2022, an estimated $329K.
JP Morgan Private Wealth Advisors first reported a position in Compass Minerals in Q2 2020 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's Compass Minerals position peaked at $601K in Q1 2021.
274 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.