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JP Morgan Private Wealth Advisors’s Moelis & Co MC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$9.61M Buy
212,929
+1,606
+0.8% +$75.6K 0.03% 378
2023
Q2 		$9.58M Buy
211,323
+29,313
+16% +$1.17M 0.05% 238
2023
Q1 		$7M Buy
182,010
+23,630
+15% +$1.01M 0.01% 513
2022
Q4 		$6.08M Sell
158,380
-183,978
-54% -$7.47M 0.01% 532
2022
Q3 		$11.6M Buy
342,358
+85,727
+33% +$3.59M 0.03% 364
2022
Q2 		$10.1M Buy
256,631
+28,293
+12% +$1.23M 0.03% 400
2022
Q1 		$10.7M Buy
228,338
+71,877
+46% +$3.74M 0.02% 426
2021
Q4 		$9.78M Sell
156,461
-35,786
-19% -$2.4M 0.02% 439
2021
Q3 		$11.9M Buy
192,247
+30,990
+19% +$1.86M 0.03% 395
2021
Q2 		$9.17M Buy
161,257
+4,563
+3% +$248K 0.02% 438
2021
Q1 		$8.6M Sell
156,694
-30,115
-16% -$1.61M 0.03% 394
2020
Q4 		$8.73M Sell
186,809
-28,431
-13% -$1.14M 0.03% 381
2020
Q3 		$7.56M Buy
215,240
+4,798
+2% +$152K 0.03% 372
2020
Q2 		$6.56M Buy
210,442
+1,867
+0.9% +$58.6K 0.03% 335
2020
Q1 		$5.86M Buy
208,575
+81,143
+64% +$2.66M 0.03% 331
2019
Q4 		$4.07M Buy
+127,432
New +$4.17M 0.02% 466
2019
Q1 		– Sell
-9,609
Closed -$330K – 1491
2018
Q4 		$330K Buy
+9,609
New +$408K ﹤0.01% 1122
2018
Q1 		– Sell
-4,117
Closed -$200K – 1345
2017
Q4 		$200K Buy
+4,117
New +$186K ﹤0.01% 1193

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Moelis & Co (MC) stake by 0.76% in Q3 2023, buying an estimated $75.6K and bringing the position to 212,929 shares worth $9.61M. The position accounts for 0.03% of the portfolio, ranked #378.

JP Morgan Private Wealth Advisors first reported a position in MC in Q4 2017 and has held it in 18 quarters since. The position peaked at $11.9M in Q3 2021. 267 funds tracked by Wall St. Rank hold MC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 212,929 shares of Moelis & Co worth $9.61M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 1,606 Moelis & Co shares in Q3 2023, an estimated $75.6K.
  • Moelis & Co made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #378 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Moelis & Co in Q4 2017 and has held it in 18 quarters since.
  • JP Morgan Private Wealth Advisors's Moelis & Co position peaked at $11.9M in Q3 2021.
  • 267 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2023.

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