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JP Morgan Private Wealth Advisors’s Fomento Económico Mexicano FMX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FMX Stock Details FMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.4M Sell
12,822
-1,297
-9% -$144K ﹤0.01% 869
2023
Q2 		$1.56M Sell
14,119
-22,260
-61% -$2.24M 0.01% 644
2023
Q1 		$3.46M Sell
36,379
-2,097
-5% -$183K 0.01% 694
2022
Q4 		$3.01M Sell
38,476
-2,765
-7% -$203K 0.01% 721
2022
Q3 		$2.59M Buy
41,241
+682
+2% +$43K 0.01% 755
2022
Q2 		$2.74M Buy
40,559
+16,914
+72% +$1.25M 0.01% 747
2022
Q1 		$1.96M Buy
23,645
+1,666
+8% +$131K ﹤0.01% 909
2021
Q4 		$1.71M Sell
21,979
-958
-4% -$75K ﹤0.01% 975
2021
Q3 		$1.99M Buy
22,937
+520
+2% +$44.7K ﹤0.01% 903
2021
Q2 		$1.89M Buy
22,417
+3,419
+18% +$280K ﹤0.01% 904
2021
Q1 		$1.43M Sell
18,998
-2,515
-12% -$183K ﹤0.01% 891
2020
Q4 		$1.63M Buy
21,513
+428
+2% +$28.6K 0.01% 819
2020
Q3 		$1.19M Buy
21,085
+12,748
+153% +$744K ﹤0.01% 821
2020
Q2 		$517K Buy
8,337
+2,982
+56% +$190K ﹤0.01% 1075
2020
Q1 		$324K Buy
5,355
+528
+11% +$44.6K ﹤0.01% 1100
2019
Q4 		$456K Sell
4,827
-502
-9% -$46.1K ﹤0.01% 1086
2019
Q3 		$488K Buy
5,329
+112
+2% +$10.3K ﹤0.01% 1014
2019
Q2 		$505K Buy
5,217
+1,997
+62% +$193K ﹤0.01% 985
2019
Q1 		$297K Buy
3,220
+94
+3% +$8.57K ﹤0.01% 1213
2018
Q4 		$269K Buy
+3,126
New +$278K ﹤0.01% 1217
2016
Q2 		– Sell
-7,127
Closed -$686K – 1277
2016
Q1 		$686K Sell
7,127
-2,330
-25% -$213K 0.01% 654
2015
Q4 		$873K Sell
9,457
-7,977
-46% -$766K 0.01% 548
2015
Q3 		$1.56M Sell
17,434
-21,656
-55% -$1.93M 0.02% 383
2015
Q2 		$3.48M Sell
39,090
-300
-0.8% -$27.8K 0.04% 288
2015
Q1 		$3.68M Sell
39,390
-8,050
-17% -$718K 0.04% 285
2014
Q4 		$4.18M Buy
47,440
+3,281
+7% +$300K 0.05% 265
2014
Q3 		$4.07M Buy
44,159
+6,160
+16% +$588K 0.05% 271
2014
Q2 		$3.56M Buy
37,999
+32,484
+589% +$3.08M 0.06% 234
2014
Q1 		$515K Buy
5,515
+2,916
+112% +$261K 0.01% 557
2013
Q4 		$254K Buy
+2,599
New +$244K 0.01% 562

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Fomento Económico Mexicano (FMX) stake by 9.2% in Q3 2023, selling an estimated $144K and leaving 12,822 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #869.

JP Morgan Private Wealth Advisors first reported a position in FMX in Q4 2013 and has held it in 30 quarters since. The position peaked at $4.18M in Q4 2014. 309 funds tracked by Wall St. Rank hold FMX as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 12,822 shares of Fomento Económico Mexicano worth $1.4M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,297 Fomento Económico Mexicano shares in Q3 2023, an estimated $144K.
  • Fomento Económico Mexicano made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #869 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Fomento Económico Mexicano in Q4 2013 and has held it in 30 quarters since.
  • JP Morgan Private Wealth Advisors's Fomento Económico Mexicano position peaked at $4.18M in Q4 2014.
  • 309 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2023.

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