JP Morgan Private Wealth Advisors’s Emerson Electric EMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$120M Sell
1,239,095
-91,513
-7% -$8.72M 0.34% 70
2023
Q2
$120M Sell
1,330,608
-442,485
-25% -$37.2M 0.62% 38
2023
Q1
$155M Buy
1,773,093
+32,024
+2% +$2.8M 0.33% 76
2022
Q4
$167M Buy
1,741,069
+115,542
+7% +$10.4M 0.37% 66
2022
Q3
$119M Buy
1,625,527
+66,245
+4% +$5.5M 0.31% 80
2022
Q2
$124M Buy
1,559,282
+181,424
+13% +$16M 0.32% 81
2022
Q1
$135M Buy
1,377,858
+288,395
+26% +$27.3M 0.29% 83
2021
Q4
$101M Buy
1,089,463
+30,946
+3% +$2.91M 0.22% 109
2021
Q3
$99.7M Buy
1,058,517
+78,804
+8% +$7.86M 0.24% 98
2021
Q2
$94.3M Buy
979,713
+291,502
+42% +$27.4M 0.24% 102
2021
Q1
$62.1M Buy
688,211
+124,148
+22% +$10.7M 0.2% 118
2020
Q4
$45.3M Buy
564,063
+37,507
+7% +$2.79M 0.15% 150
2020
Q3
$34.5M Buy
526,556
+12,714
+2% +$837K 0.13% 156
2020
Q2
$31.9M Buy
513,842
+90,950
+22% +$5.17M 0.15% 146
2020
Q1
$20.2M Buy
422,892
+57,592
+16% +$3.79M 0.11% 164
2019
Q4
$27.9M Buy
365,300
+29,732
+9% +$2.14M 0.13% 162
2019
Q3
$22.4M Buy
335,568
+46,273
+16% +$2.91M 0.12% 167
2019
Q2
$19.3M Buy
289,295
+2,874
+1% +$193K 0.11% 186
2019
Q1
$19.6M Buy
286,421
+36,348
+15% +$2.39M 0.1% 196
2018
Q4
$14.9M Buy
250,073
+108,568
+77% +$7.32M 0.09% 205
2018
Q3
$10.8M Buy
141,505
+2,183
+2% +$161K 0.05% 281
2018
Q2
$9.63M Buy
139,322
+24,352
+21% +$1.71M 0.05% 283
2018
Q1
$7.85M Sell
114,970
-4,680
-4% -$333K 0.05% 263
2017
Q4
$8.34M Buy
119,650
+2,730
+2% +$177K 0.05% 260
2017
Q3
$7.35M Sell
116,920
-4,733
-4% -$285K 0.05% 261
2017
Q2
$7.25M Buy
121,653
+7,738
+7% +$459K 0.06% 257
2017
Q1
$6.82M Buy
113,915
+19,535
+21% +$1.17M 0.05% 267
2016
Q4
$5.26M Buy
94,380
+560
+0.6% +$30.1K 0.05% 271
2016
Q3
$5.11M Sell
93,820
-113,786
-55% -$6.1M 0.05% 274
2016
Q2
$10.8M Buy
207,606
+969
+0.5% +$51.5K 0.11% 176
2016
Q1
$11.2M Buy
206,637
+79,881
+63% +$3.85M 0.11% 166
2015
Q4
$6.06M Buy
126,756
+36,936
+41% +$1.76M 0.06% 221
2015
Q3
$3.97M Sell
89,820
-25,534
-22% -$1.26M 0.05% 243
2015
Q2
$6.39M Buy
115,354
+461
+0.4% +$27.1K 0.07% 224
2015
Q1
$6.51M Sell
114,893
-18,026
-14% -$1.05M 0.07% 218
2014
Q4
$8.21M Buy
132,919
+4,247
+3% +$266K 0.1% 200
2014
Q3
$8.05M Buy
128,672
+12,963
+11% +$842K 0.1% 201
2014
Q2
$7.68M Sell
115,709
-2,855
-2% -$192K 0.13% 166
2014
Q1
$7.92M Buy
118,564
+17,425
+17% +$1.15M 0.14% 160
2013
Q4
$7.1M Sell
101,139
-2,019
-2% -$135K 0.14% 160
2013
Q3
$6.67M Buy
103,158
+352
+0.3% +$21.5K 0.15% 154
2013
Q2
$5.61M Buy
+102,806
New +$5.78M 0.14% 156

Other funds holding EMR

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

JP Morgan Private Wealth Advisors reduced its Emerson Electric (EMR) stake by 6.9% in Q3 2023, selling an estimated $8.72M and leaving 1,239,095 shares worth $120M. The position accounts for 0.34% of the portfolio, ranked #70.

JP Morgan Private Wealth Advisors first reported a position in EMR in Q2 2013 and has held it in 42 quarters since. The position peaked at $167M in Q4 2022. 1,799 funds tracked by Wall St. Rank hold EMR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 1,239,095 shares of Emerson Electric worth $120M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 91,513 Emerson Electric shares in Q3 2023, an estimated $8.72M.
  • Emerson Electric made up 0.34% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #70 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Emerson Electric in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's Emerson Electric position peaked at $167M in Q4 2022.
  • 1,799 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2023.

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