JP Morgan Private Wealth Advisors’s Element Solutions ESI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$605K	Buy	30,861 +281	+0.9%	+$5.58K	﹤0.01%	1165
2023 Q2	$587K	Sell	30,580 -1,627	-5%	-$29.9K	﹤0.01%	968
2023 Q1	$622K	Sell	32,207 -5,597	-15%	-$110K	﹤0.01%	1381
2022 Q4	$688K	Buy	37,804 +4,595	+14%	+$82.8K	﹤0.01%	1329
2022 Q3	$540K	Buy	33,209 +1,394	+4%	+$26K	﹤0.01%	1423
2022 Q2	$566K	Sell	31,815 -1,442	-4%	-$29.3K	﹤0.01%	1407
2022 Q1	$728K	Buy	33,257 +4,601	+16%	+$106K	﹤0.01%	1358
2021 Q4	$696K	Sell	28,656 -2,625	-8%	-$62K	﹤0.01%	1409
2021 Q3	$678K	Buy	31,281 +5,617	+22%	+$128K	﹤0.01%	1385
2021 Q2	$600K	Buy	25,664 +14,433	+129%	+$318K	﹤0.01%	1411
2021 Q1	$205K	Sell	11,231 -5,755	-34%	-$106K	﹤0.01%	1681
2020 Q4	$301K	Buy	+16,986	New	+$235K	﹤0.01%	1494

Other funds holding ESI

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Element Solutions (ESI) stake by 0.92% in Q3 2023, buying an estimated $5.58K and bringing the position to 30,861 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

JP Morgan Private Wealth Advisors first reported a position in ESI in Q4 2020 and has held it in 12 quarters since. The position peaked at $728K in Q1 2022. 252 funds tracked by Wall St. Rank hold ESI as of Q3 2023.

JP Morgan Private Wealth Advisors held 30,861 shares of Element Solutions worth $605K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 281 Element Solutions shares in Q3 2023, an estimated $5.58K.
Element Solutions made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1165 holding.
JP Morgan Private Wealth Advisors first reported a position in Element Solutions in Q4 2020 and has held it in 12 quarters since.
JP Morgan Private Wealth Advisors's Element Solutions position peaked at $728K in Q1 2022.
252 funds tracked by Wall St. Rank held Element Solutions as of Q3 2023.

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