JMPWA
MBI icon

JP Morgan Private Wealth Advisors’s MBIA MBI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MBI Stock Details MBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-74,786
Closed -$688K – 1973
2022
Q3 		$688K Buy
74,786
+654
+0.9% +$7.76K ﹤0.01% 1319
2022
Q2 		$916K Hold
74,132
– – ﹤0.01% 1183
2022
Q1 		$1.14M Hold
74,132
– – ﹤0.01% 1155
2021
Q4 		$1.17M Hold
74,132
– – ﹤0.01% 1164
2021
Q3 		$953K Hold
74,132
– – ﹤0.01% 1233
2021
Q2 		$815K Hold
74,132
– – ﹤0.01% 1291
2021
Q1 		$713K Hold
74,132
– – ﹤0.01% 1187
2020
Q4 		$488K Sell
74,132
-7,984
-10% -$51.9K ﹤0.01% 1300
2020
Q3 		$498K Sell
82,116
-1,546
-2% -$11.4K ﹤0.01% 1153
2020
Q2 		$607K Sell
83,662
-77,053
-48% -$560K ﹤0.01% 1006
2020
Q1 		$1.15M Sell
160,715
-560
-0.3% -$4.73K 0.01% 667
2019
Q4 		$1.5M Hold
161,275
– – 0.01% 672
2019
Q3 		$1.49M Sell
161,275
-436
-0.3% -$4.08K 0.01% 643
2019
Q2 		$1.51M Hold
161,711
– – 0.01% 648
2019
Q1 		$1.54M Sell
161,711
-306
-0.2% -$3K 0.01% 672
2018
Q4 		$1.45M Buy
162,017
+151,185
+1,396% +$1.44M 0.01% 641
2018
Q3 		$116K Hold
10,832
– – ﹤0.01% 1519
2018
Q2 		$98K Sell
10,832
-2,292
-17% -$20.7K ﹤0.01% 1419
2018
Q1 		$122K Hold
13,124
– – ﹤0.01% 1212
2017
Q4 		$96K Sell
13,124
-5,363
-29% -$41.7K ﹤0.01% 1230
2017
Q3 		$161K Sell
18,487
-1,758
-9% -$17.6K ﹤0.01% 1174
2017
Q2 		$191K Sell
20,245
-3,903
-16% -$33.2K ﹤0.01% 1156
2017
Q1 		$205K Buy
24,148
+163
+0.7% +$1.64K ﹤0.01% 1235
2016
Q4 		$257K Buy
23,985
+2,994
+14% +$27.6K ﹤0.01% 1068
2016
Q3 		$164K Sell
20,991
-795
-4% -$6.26K ﹤0.01% 1163
2016
Q2 		$149K Buy
21,786
+1,952
+10% +$14.5K ﹤0.01% 1185
2016
Q1 		$176K Buy
+19,834
New +$144K ﹤0.01% 1103

Other funds holding MBI

KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MBI Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of MBIA (MBI) in Q4 2022, closing a stake of 74,786 shares — an estimated $688K sold.

JP Morgan Private Wealth Advisors first reported a position in MBI in Q1 2016 and held it in 27 quarters. The position peaked at $1.54M in Q1 2019. 140 funds tracked by Wall St. Rank hold MBI as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining MBIA position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 74,786 MBIA shares in Q4 2022, an estimated $688K.
  • JP Morgan Private Wealth Advisors first reported a position in MBIA in Q1 2016 and held it in 27 quarters.
  • JP Morgan Private Wealth Advisors's MBIA position peaked at $1.54M in Q1 2019.
  • 140 funds tracked by Wall St. Rank held MBIA as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.