JP Morgan Private Wealth Advisors’s Monarch Casino & Resort MCRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$249K	Buy	4,017 +17	+0.4%	+$1.15K	﹤0.01%	1553
2023 Q2	$282K	Hold	4,000	–	–	﹤0.01%	1260
2023 Q1	$297K	Hold	4,000	–	–	﹤0.01%	1687
2022 Q4	$308K	Sell	4,000 -9	-0.2%	-$681	﹤0.01%	1652
2022 Q3	$225K	Hold	4,009	–	–	﹤0.01%	1766
2022 Q2	$235K	Hold	4,009	–	–	﹤0.01%	1769
2022 Q1	$350K	Sell	4,009 -491	-11%	-$36.7K	﹤0.01%	1685
2021 Q4	$333K	Sell	4,500 -2	-0%	-$140	﹤0.01%	1708
2021 Q3	$302K	Sell	4,502 -54	-1%	-$3.49K	﹤0.01%	1696
2021 Q2	$301K	Buy	4,556 +56	+1%	+$3.87K	﹤0.01%	1677
2021 Q1	$273K	Hold	4,500	–	–	﹤0.01%	1570
2020 Q4	$275K	Hold	4,500	–	–	﹤0.01%	1537
2020 Q3	$201K	Buy	+4,500	New	+$184K	﹤0.01%	1522
2020 Q1	–	Sell	-4,500	Closed	-$218K	–	1492
2019 Q4	$218K	Buy	+4,500	New	+$200K	﹤0.01%	1363

Other funds holding MCRI

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Monarch Casino & Resort (MCRI) stake by 0.43% in Q3 2023, buying an estimated $1.15K and bringing the position to 4,017 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

JP Morgan Private Wealth Advisors first reported a position in MCRI in Q4 2019 and has held it in 14 quarters since. The position peaked at $350K in Q1 2022. 176 funds tracked by Wall St. Rank hold MCRI as of Q3 2023.

JP Morgan Private Wealth Advisors held 4,017 shares of Monarch Casino & Resort worth $249K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 17 Monarch Casino & Resort shares in Q3 2023, an estimated $1.15K.
Monarch Casino & Resort made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1553 holding.
JP Morgan Private Wealth Advisors first reported a position in Monarch Casino & Resort in Q4 2019 and has held it in 14 quarters since.
JP Morgan Private Wealth Advisors's Monarch Casino & Resort position peaked at $350K in Q1 2022.
176 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q3 2023.

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