JP Morgan Private Wealth Advisors’s Livent Corporation LTHM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LTHM Stock Details LTHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$417K	Sell	22,665 -604	-3%	-$13.8K	﹤0.01%	1321
2023 Q2	$638K	Buy	23,269 +9,932	+74%	+$238K	﹤0.01%	936
2023 Q1	$290K	Buy	13,337 +2,625	+25%	+$60.7K	﹤0.01%	1691
2022 Q4	$213K	Sell	10,712 -37,024	-78%	-$1.01M	﹤0.01%	1799
2022 Q3	$1.46M	Sell	47,736 -612,648	-93%	-$17.2M	﹤0.01%	969
2022 Q2	$15M	Buy	660,384 +647,636	+5,080%	+$16.7M	0.04%	329
2022 Q1	$332K	Buy	12,748 +2,006	+19%	+$46.8K	﹤0.01%	1708
2021 Q4	$262K	Buy	10,742 +850	+9%	+$23.1K	﹤0.01%	1803
2021 Q3	$229K	Buy	+9,892	New	+$222K	﹤0.01%	1801

Other funds holding LTHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Livent Corporation (LTHM) stake by 2.6% in Q3 2023, selling an estimated $13.8K and leaving 22,665 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

JP Morgan Private Wealth Advisors first reported a position in LTHM in Q3 2021 and has held it in 9 quarters since. The position peaked at $15M in Q2 2022. 416 funds tracked by Wall St. Rank hold LTHM as of Q3 2023.

JP Morgan Private Wealth Advisors held 22,665 shares of Livent Corporation worth $417K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 604 Livent Corporation shares in Q3 2023, an estimated $13.8K.
Livent Corporation made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1321 holding.
JP Morgan Private Wealth Advisors first reported a position in Livent Corporation in Q3 2021 and has held it in 9 quarters since.
JP Morgan Private Wealth Advisors's Livent Corporation position peaked at $15M in Q2 2022.
416 funds tracked by Wall St. Rank held Livent Corporation as of Q3 2023.

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