JMPWA
IIN

JP Morgan Private Wealth Advisors’s IntriCon Corporation IIN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IIN Stock Details IIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-10,665
Closed -$194K – 2061
2021
Q3 		$194K Hold
10,665
– – ﹤0.01% 1870
2021
Q2 		$240K Sell
10,665
-2,131
-17% -$49.5K ﹤0.01% 1766
2021
Q1 		$328K Buy
12,796
+515
+4% +$11.4K ﹤0.01% 1493
2020
Q4 		$222K Hold
12,281
– – ﹤0.01% 1610
2020
Q3 		$150K Buy
12,281
+192
+2% +$2.34K ﹤0.01% 1545
2020
Q2 		$163K Buy
+12,089
New +$154K ﹤0.01% 1479

Other funds holding IIN

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IIN Position: Q4 2021 in Review

JP Morgan Private Wealth Advisors sold out of IntriCon Corporation (IIN) in Q4 2021, closing a stake of 10,665 shares — an estimated $194K sold.

JP Morgan Private Wealth Advisors first reported a position in IIN in Q2 2020 and held it in 6 quarters. The position peaked at $328K in Q1 2021. 60 funds tracked by Wall St. Rank hold IIN as of Q4 2021.

  • JP Morgan Private Wealth Advisors reported no remaining IntriCon Corporation position as of Q4 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,665 IntriCon Corporation shares in Q4 2021, an estimated $194K.
  • JP Morgan Private Wealth Advisors first reported a position in IntriCon Corporation in Q2 2020 and held it in 6 quarters.
  • JP Morgan Private Wealth Advisors's IntriCon Corporation position peaked at $328K in Q1 2021.
  • 60 funds tracked by Wall St. Rank held IntriCon Corporation as of Q4 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.