JP Morgan Private Wealth Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $38.4M | Buy |
+646,426
| New | +$39.5M | 0.11% | 193 |
|
|
2023
Q2 | – | Sell |
-773,914
| Closed | -$40.9M | – | 1690 |
|
|
2023
Q1 | $40.9M | Sell |
773,914
-11,843
| -2% | -$621K | 0.09% | 210 |
|
|
2022
Q4 | $39.2M | Buy |
785,757
+13,120
| +2% | +$662K | 0.09% | 210 |
|
|
2022
Q3 | $34M | Buy |
772,637
+29,458
| +4% | +$1.49M | 0.09% | 207 |
|
|
2022
Q2 | $36.2M | Sell |
743,179
-4,949
| -0.7% | -$260K | 0.09% | 206 |
|
|
2022
Q1 | $41.5M | Sell |
748,128
-1,790
| -0.2% | -$85.3K | 0.09% | 215 |
|
|
2021
Q4 | $39.2M | Buy |
749,918
+19,518
| +3% | +$923K | 0.08% | 217 |
|
|
2021
Q3 | $31.7M | Buy |
730,400
+60,901
| +9% | +$2.74M | 0.08% | 242 |
|
|
2021
Q2 | $28.3M | Buy |
669,499
+3,688
| +0.6% | +$155K | 0.07% | 250 |
|
|
2021
Q1 | $24.6M | Buy |
665,811
+28,935
| +5% | +$967K | 0.08% | 232 |
|
|
2020
Q4 | $18.8M | Sell |
636,876
-1,529
| -0.2% | -$42.4K | 0.06% | 267 |
|
|
2020
Q3 | $17.1M | Sell |
638,405
-7,886
| -1% | -$224K | 0.07% | 236 |
|
|
2020
Q2 | $16.9M | Buy |
646,291
+45,595
| +8% | +$1.15M | 0.08% | 212 |
|
|
2020
Q1 | $14.3M | Buy |
600,696
+27,598
| +5% | +$835K | 0.08% | 212 |
|
|
2019
Q4 | $18.3M | Buy |
573,098
+36,843
| +7% | +$1.21M | 0.08% | 212 |
|
|
2019
Q3 | $17.4M | Buy |
536,255
+24,439
| +5% | +$768K | 0.09% | 207 |
|
|
2019
Q2 | $16M | Buy |
511,816
+123,209
| +32% | +$4.04M | 0.09% | 215 |
|
|
2019
Q1 | $13.8M | Buy |
388,607
+170,889
| +78% | +$6.04M | 0.07% | 239 |
|
|
2018
Q4 | $7.06M | Sell |
217,718
-27,201
| -11% | -$892K | 0.04% | 303 |
|
|
2018
Q3 | $8.46M | Buy |
244,919
+68,292
| +39% | +$2.43M | 0.04% | 332 |
|
|
2018
Q2 | $6.18M | Buy |
176,627
+139,351
| +374% | +$4.71M | 0.03% | 355 |
|
|
2018
Q1 | $1.23M | Sell |
37,276
-9,268
| -20% | -$312K | 0.01% | 599 |
|
|
2017
Q4 | $1.76M | Sell |
46,544
-3,256
| -7% | -$129K | 0.01% | 514 |
|
|
2017
Q3 | $1.94M | Sell |
49,800
-8,216
| -14% | -$307K | 0.01% | 471 |
|
|
2017
Q2 | $1.99M | Sell |
58,016
-19,355
| -25% | -$677K | 0.02% | 461 |
|
|
2017
Q1 | $2.76M | Buy |
77,371
+5,917
| +8% | +$210K | 0.02% | 416 |
|
|
2016
Q4 | $2.32M | Buy |
71,454
+862
| +1% | +$28.7K | 0.02% | 418 |
|
|
2016
Q3 | $2.65M | Buy |
70,592
+1,424
| +2% | +$54.9K | 0.02% | 380 |
|
|
2016
Q2 | $2.75M | Sell |
69,168
-64
| -0.1% | -$2.33K | 0.03% | 371 |
|
|
2016
Q1 | $2.35M | Buy |
69,232
+11,510
| +20% | +$331K | 0.02% | 371 |
|
|
2015
Q4 | $1.56M | Buy |
57,722
+13,887
| +32% | +$407K | 0.02% | 424 |
|
|
2015
Q3 | $1.36M | Sell |
43,835
-105,373
| -71% | -$3.14M | 0.02% | 410 |
|
|
2015
Q2 | $4.63M | Buy |
149,208
+134,883
| +942% | +$4.72M | 0.05% | 250 |
|
|
2015
Q1 | $522K | Buy |
+14,325
| New | +$553K | 0.01% | 709 |
|
|
2014
Q1 | – | Sell |
-34,914
| Closed | -$979K | – | 880 |
|
|
2013
Q4 | $979K | Buy |
+34,914
| New | +$894K | 0.02% | 349 |
|
Other funds holding IRM
JP Morgan Private Wealth Advisors's IRM Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Iron Mountain (IRM) in Q3 2023: 646,426 shares worth $38.4M. The stake represents 0.11% of the portfolio and ranks #193 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in IRM as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in IRM in Q4 2013 and has held it in 35 quarters since. The position peaked at $41.5M in Q1 2022. 832 funds tracked by Wall St. Rank hold IRM as of Q3 2023.
- JP Morgan Private Wealth Advisors held 646,426 shares of Iron Mountain worth $38.4M as of Q3 2023.
- Iron Mountain was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Iron Mountain made up 0.11% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #193 holding.
- JP Morgan Private Wealth Advisors first reported a position in Iron Mountain in Q4 2013 and has held it in 35 quarters since.
- JP Morgan Private Wealth Advisors's Iron Mountain position peaked at $41.5M in Q1 2022.
- 832 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.