JP Morgan Private Wealth Advisors’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $12.6M | Buy |
336,802
+266,125
| +377% | +$10.7M | 0.04% | 338 |
|
|
2023
Q2 | $2.83M | Sell |
70,677
-102,213
| -59% | -$3.9M | 0.01% | 463 |
|
|
2023
Q1 | $7.07M | Sell |
172,890
-329,095
| -66% | -$13.7M | 0.02% | 506 |
|
|
2022
Q4 | $19.1M | Buy |
501,985
+251,101
| +100% | +$8.78M | 0.04% | 313 |
|
|
2022
Q3 | $6.86M | Sell |
250,884
-152,758
| -38% | -$4.47M | 0.02% | 476 |
|
|
2022
Q2 | $11.8M | Sell |
403,642
-1,224,259
| -75% | -$49M | 0.03% | 370 |
|
|
2022
Q1 | $81M | Buy |
1,627,901
+115,133
| +8% | +$5.1M | 0.18% | 138 |
|
|
2021
Q4 | $63.1M | Buy |
1,512,768
+469,449
| +45% | +$17.8M | 0.14% | 162 |
|
|
2021
Q3 | $33.9M | Buy |
1,043,319
+56,468
| +6% | +$1.99M | 0.08% | 232 |
|
|
2021
Q2 | $36.6M | Buy |
986,851
+174,224
| +21% | +$6.79M | 0.09% | 215 |
|
|
2021
Q1 | $26.8M | Buy |
812,627
+640,783
| +373% | +$20.8M | 0.09% | 220 |
|
|
2020
Q4 | $4.47M | Buy |
171,844
+20,934
| +14% | +$435K | 0.01% | 511 |
|
|
2020
Q3 | $2.36M | Buy |
150,910
+126,233
| +512% | +$1.82M | 0.01% | 608 |
|
|
2020
Q2 | $286K | Sell |
24,677
-3,075
| -11% | -$28.2K | ﹤0.01% | 1321 |
|
|
2020
Q1 | $187K | Sell |
27,752
-42,116
| -60% | -$441K | ﹤0.01% | 1306 |
|
|
2019
Q4 | $917K | Sell |
69,868
-11,507
| -14% | -$126K | ﹤0.01% | 829 |
|
|
2019
Q3 | $779K | Sell |
81,375
-9,858
| -11% | -$101K | ﹤0.01% | 846 |
|
|
2019
Q2 | $1.06M | Sell |
91,233
-20,213
| -18% | -$235K | 0.01% | 737 |
|
|
2019
Q1 | $1.44M | Buy |
111,446
+9,314
| +9% | +$113K | 0.01% | 687 |
|
|
2018
Q4 | $1.05M | Sell |
102,132
-10,692
| -9% | -$125K | 0.01% | 740 |
|
|
2018
Q3 | $1.57M | Buy |
112,824
+3,675
| +3% | +$55.5K | 0.01% | 680 |
|
|
2018
Q2 | $1.88M | Sell |
109,149
-51,096
| -32% | -$867K | 0.01% | 615 |
|
|
2018
Q1 | $2.82M | Buy |
160,245
+67,468
| +73% | +$1.27M | 0.02% | 426 |
|
|
2017
Q4 | $1.76M | Sell |
92,777
-2,596
| -3% | -$39.2K | 0.01% | 513 |
|
|
2017
Q3 | $1.34M | Sell |
95,373
-1,478
| -2% | -$20.8K | 0.01% | 560 |
|
|
2017
Q2 | $1.16M | Buy |
96,851
+18,193
| +23% | +$221K | 0.01% | 582 |
|
|
2017
Q1 | $1.05M | Sell |
78,658
-10,448
| -12% | -$150K | 0.01% | 612 |
|
|
2016
Q4 | $1.18M | Sell |
89,106
-50,828
| -36% | -$650K | 0.01% | 559 |
|
|
2016
Q3 | $1.52M | Buy |
139,934
+32,165
| +30% | +$370K | 0.01% | 501 |
|
|
2016
Q2 | $1.2M | Sell |
107,769
-15,418
| -13% | -$171K | 0.01% | 549 |
|
|
2016
Q1 | $1.27M | Buy |
123,187
+10,671
| +9% | +$75K | 0.01% | 498 |
|
|
2015
Q4 | $762K | Buy |
112,516
+33,636
| +43% | +$320K | 0.01% | 594 |
|
|
2015
Q3 | $765K | Buy |
78,880
+7,566
| +11% | +$90.8K | 0.01% | 526 |
|
|
2015
Q2 | $1.33M | Sell |
71,314
-7,812
| -10% | -$161K | 0.02% | 443 |
|
|
2015
Q1 | $1.5M | Buy |
79,126
+26,163
| +49% | +$517K | 0.02% | 438 |
|
|
2014
Q4 | $1.24M | Sell |
52,963
-43,651
| -45% | -$1.2M | 0.01% | 482 |
|
|
2014
Q3 | $3.15M | Sell |
96,614
-1,950
| -2% | -$70.9K | 0.04% | 306 |
|
|
2014
Q2 | $3.6M | Sell |
98,564
-7,310
| -7% | -$250K | 0.06% | 233 |
|
|
2014
Q1 | $3.5M | Buy |
105,874
+20,525
| +24% | +$683K | 0.06% | 228 |
|
|
2013
Q4 | $3.22M | Sell |
85,349
-6,121
| -7% | -$217K | 0.06% | 214 |
|
|
2013
Q3 | $3.03M | Buy |
91,470
+13,703
| +18% | +$419K | 0.07% | 214 |
|
|
2013
Q2 | $2.15M | Buy |
+77,767
| New | +$2.37M | 0.05% | 236 |
|
Other funds holding FCX
JP Morgan Private Wealth Advisors's FCX Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors increased its Freeport-McMoran (FCX) stake by 377% in Q3 2023, buying an estimated $10.7M and bringing the position to 336,802 shares worth $12.6M. The position accounts for 0.04% of the portfolio, ranked #338.
JP Morgan Private Wealth Advisors first reported a position in FCX in Q2 2013 and has held it in 42 quarters since. The position peaked at $81M in Q1 2022. 1,295 funds tracked by Wall St. Rank hold FCX as of Q3 2023.
- JP Morgan Private Wealth Advisors held 336,802 shares of Freeport-McMoran worth $12.6M as of Q3 2023.
- JP Morgan Private Wealth Advisors bought 266,125 Freeport-McMoran shares in Q3 2023, an estimated $10.7M.
- Freeport-McMoran made up 0.04% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #338 holding.
- JP Morgan Private Wealth Advisors first reported a position in Freeport-McMoran in Q2 2013 and has held it in 42 quarters since.
- JP Morgan Private Wealth Advisors's Freeport-McMoran position peaked at $81M in Q1 2022.
- 1,295 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.