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JP Morgan Private Wealth Advisors’s Eagle Materials EXP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$842K Buy
5,054
+57
+1% +$10.4K ﹤0.01% 1048
2023
Q2 		$932K Sell
4,997
-242
-5% -$38.5K ﹤0.01% 784
2023
Q1 		$769K Buy
5,239
+109
+2% +$15.5K ﹤0.01% 1289
2022
Q4 		$682K Buy
5,130
+278
+6% +$35.1K ﹤0.01% 1331
2022
Q3 		$520K Sell
4,852
-1,741
-26% -$208K ﹤0.01% 1437
2022
Q2 		$725K Sell
6,593
-42,430
-87% -$5.22M ﹤0.01% 1295
2022
Q1 		$6.29M Sell
49,023
-129,093
-72% -$18.3M 0.01% 550
2021
Q4 		$29.6M Buy
178,116
+2,871
+2% +$441K 0.06% 259
2021
Q3 		$23M Buy
175,245
+2,635
+2% +$378K 0.06% 288
2021
Q2 		$24.5M Buy
172,610
+43,732
+34% +$6.29M 0.06% 273
2021
Q1 		$17.3M Buy
128,878
+125,272
+3,474% +$15.2M 0.06% 298
2020
Q4 		$365K Sell
3,606
-239
-6% -$22.2K ﹤0.01% 1415
2020
Q3 		$332K Buy
3,845
+69
+2% +$5.58K ﹤0.01% 1319
2020
Q2 		$265K Buy
+3,776
New +$237K ﹤0.01% 1358
2014
Q4 		– Sell
-1,991
Closed -$203K – 1104
2014
Q3 		$203K Sell
1,991
-150
-7% -$14.6K ﹤0.01% 979
2014
Q2 		$202K Buy
+2,141
New +$187K ﹤0.01% 826

Other funds holding EXP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Eagle Materials (EXP) stake by 1.1% in Q3 2023, buying an estimated $10.4K and bringing the position to 5,054 shares worth $842K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

JP Morgan Private Wealth Advisors first reported a position in EXP in Q2 2014 and has held it in 16 quarters since. The position peaked at $29.6M in Q4 2021. 446 funds tracked by Wall St. Rank hold EXP as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 5,054 shares of Eagle Materials worth $842K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 57 Eagle Materials shares in Q3 2023, an estimated $10.4K.
  • Eagle Materials made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1048 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Eagle Materials in Q2 2014 and has held it in 16 quarters since.
  • JP Morgan Private Wealth Advisors's Eagle Materials position peaked at $29.6M in Q4 2021.
  • 446 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2023.

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