JP Morgan Private Wealth Advisors’s Emcor EME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.74M | Sell |
17,788
-895
| -5% | -$187K | 0.01% | 572 |
|
|
2023
Q2 | $3.45M | Sell |
18,683
-4,749
| -20% | -$794K | 0.02% | 414 |
|
|
2023
Q1 | $3.81M | Buy |
23,432
+8,052
| +52% | +$1.24M | 0.01% | 660 |
|
|
2022
Q4 | $2.28M | Buy |
15,380
+2,835
| +23% | +$402K | 0.01% | 798 |
|
|
2022
Q3 | $1.45M | Buy |
12,545
+3,059
| +32% | +$349K | ﹤0.01% | 973 |
|
|
2022
Q2 | $977K | Buy |
9,486
+1,201
| +14% | +$128K | ﹤0.01% | 1158 |
|
|
2022
Q1 | $933K | Buy |
8,285
+1,172
| +16% | +$138K | ﹤0.01% | 1251 |
|
|
2021
Q4 | $906K | Buy |
7,113
+435
| +7% | +$53.9K | ﹤0.01% | 1290 |
|
|
2021
Q3 | $771K | Sell |
6,678
-11,728
| -64% | -$1.41M | ﹤0.01% | 1324 |
|
|
2021
Q2 | $2.27M | Buy |
18,406
+25
| +0.1% | +$3.05K | 0.01% | 823 |
|
|
2021
Q1 | $2.06M | Sell |
18,381
-1,053
| -5% | -$106K | 0.01% | 756 |
|
|
2020
Q4 | $1.78M | Buy |
19,434
+1,106
| +6% | +$88.8K | 0.01% | 782 |
|
|
2020
Q3 | $1.24M | Sell |
18,328
-1,484
| -7% | -$103K | ﹤0.01% | 805 |
|
|
2020
Q2 | $1.31M | Buy |
19,812
+1,607
| +9% | +$101K | 0.01% | 711 |
|
|
2020
Q1 | $1.12M | Sell |
18,205
-2,350
| -11% | -$181K | 0.01% | 677 |
|
|
2019
Q4 | $1.77M | Sell |
20,555
-356
| -2% | -$31.3K | 0.01% | 636 |
|
|
2019
Q3 | $1.8M | Buy |
20,911
+325
| +2% | +$27.7K | 0.01% | 610 |
|
|
2019
Q2 | $1.81M | Sell |
20,586
-1,932
| -9% | -$157K | 0.01% | 611 |
|
|
2019
Q1 | $1.65M | Buy |
22,518
+114
| +0.5% | +$7.73K | 0.01% | 662 |
|
|
2018
Q4 | $1.34M | Sell |
22,404
-332
| -1% | -$23K | 0.01% | 666 |
|
|
2018
Q3 | $1.71M | Sell |
22,736
-655
| -3% | -$50.5K | 0.01% | 663 |
|
|
2018
Q2 | $1.78M | Sell |
23,391
-700
| -3% | -$54.3K | 0.01% | 628 |
|
|
2018
Q1 | $1.88M | Sell |
24,091
-98
| -0.4% | -$7.77K | 0.01% | 500 |
|
|
2017
Q4 | $1.98M | Sell |
24,189
-90
| -0.4% | -$6.97K | 0.01% | 478 |
|
|
2017
Q3 | $1.68M | Buy |
24,279
+111
| +0.5% | +$7.35K | 0.01% | 502 |
|
|
2017
Q2 | $1.58M | Sell |
24,168
-7,388
| -23% | -$475K | 0.01% | 512 |
|
|
2017
Q1 | $1.99M | Sell |
31,556
-725
| -2% | -$48.1K | 0.02% | 471 |
|
|
2016
Q4 | $2.28M | Sell |
32,281
-1,286
| -4% | -$84.3K | 0.02% | 421 |
|
|
2016
Q3 | $2M | Sell |
33,567
-182
| -0.5% | -$10.1K | 0.02% | 435 |
|
|
2016
Q2 | $1.66M | Sell |
33,749
-1,299
| -4% | -$61.9K | 0.02% | 485 |
|
|
2016
Q1 | $1.7M | Sell |
35,048
-820
| -2% | -$37.4K | 0.02% | 437 |
|
|
2015
Q4 | $1.72M | Sell |
35,868
-1,077
| -3% | -$51.7K | 0.02% | 402 |
|
|
2015
Q3 | $1.64M | Sell |
36,945
-619
| -2% | -$28.9K | 0.02% | 373 |
|
|
2015
Q2 | $1.79M | Sell |
37,564
-2,000
| -5% | -$93.2K | 0.02% | 391 |
|
|
2015
Q1 | $1.84M | Buy |
39,564
+386
| +1% | +$16.8K | 0.02% | 393 |
|
|
2014
Q4 | $1.74M | Buy |
39,178
+278
| +0.7% | +$12K | 0.02% | 410 |
|
|
2014
Q3 | $1.55M | Buy |
38,900
+797
| +2% | +$34.2K | 0.02% | 415 |
|
|
2014
Q2 | $1.7M | Buy |
38,103
+310
| +0.8% | +$14.1K | 0.03% | 316 |
|
|
2014
Q1 | $1.77M | Buy |
37,793
+6,220
| +20% | +$274K | 0.03% | 307 |
|
|
2013
Q4 | $1.34M | Sell |
31,573
-1,570
| -5% | -$61.2K | 0.03% | 308 |
|
|
2013
Q3 | $1.3M | Sell |
33,143
-350
| -1% | -$14.2K | 0.03% | 293 |
|
|
2013
Q2 | $1.36M | Buy |
+33,493
| New | +$1.31M | 0.03% | 284 |
|
Other funds holding EME
JP Morgan Private Wealth Advisors's EME Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Emcor (EME) stake by 4.8% in Q3 2023, selling an estimated $187K and leaving 17,788 shares worth $3.74M. The position accounts for 0.01% of the portfolio, ranked #572.
JP Morgan Private Wealth Advisors first reported a position in EME in Q2 2013 and has held it in 42 quarters since. The position peaked at $3.81M in Q1 2023. 527 funds tracked by Wall St. Rank hold EME as of Q3 2023.
- JP Morgan Private Wealth Advisors held 17,788 shares of Emcor worth $3.74M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 895 Emcor shares in Q3 2023, an estimated $187K.
- Emcor made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #572 holding.
- JP Morgan Private Wealth Advisors first reported a position in Emcor in Q2 2013 and has held it in 42 quarters since.
- JP Morgan Private Wealth Advisors's Emcor position peaked at $3.81M in Q1 2023.
- 527 funds tracked by Wall St. Rank held Emcor as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.