JP Morgan Private Wealth Advisors’s Matthews International MATW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-9,211	Closed	-$332K	–	1724
2023 Q1	$332K	Sell	9,211 -514	-5%	-$18.9K	﹤0.01%	1640
2022 Q4	$296K	Buy	+9,725	New	+$272K	﹤0.01%	1667
2022 Q3	–	Sell	-8,184	Closed	-$235K	–	1954
2022 Q2	$235K	Sell	8,184 -550	-6%	-$16.8K	﹤0.01%	1768
2022 Q1	$283K	Buy	8,734 +1,040	+14%	+$35.6K	﹤0.01%	1774
2021 Q4	$282K	Sell	7,694 -1,166	-13%	-$42.2K	﹤0.01%	1768
2021 Q3	$307K	Buy	8,860 +56	+0.6%	+$1.92K	﹤0.01%	1684
2021 Q2	$317K	Sell	8,804 -716	-8%	-$28.6K	﹤0.01%	1655
2021 Q1	$377K	Buy	9,520 +320	+3%	+$11.3K	﹤0.01%	1432
2020 Q4	$270K	Buy	+9,200	New	+$238K	﹤0.01%	1542

Other funds holding MATW

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's MATW Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Matthews International (MATW) in Q2 2023, closing a stake of 9,211 shares — an estimated $332K sold.

JP Morgan Private Wealth Advisors first reported a position in MATW in Q4 2020 and held it in 9 quarters. The position peaked at $377K in Q1 2021. 167 funds tracked by Wall St. Rank hold MATW as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining Matthews International position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 9,211 Matthews International shares in Q2 2023, an estimated $332K.
JP Morgan Private Wealth Advisors first reported a position in Matthews International in Q4 2020 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's Matthews International position peaked at $377K in Q1 2021.
167 funds tracked by Wall St. Rank held Matthews International as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.