JP Morgan Private Wealth Advisors’s Medpace MEDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.56M	Buy	+6,463	New	+$1.65M	﹤0.01%	825
2023 Q2	–	Sell	-5,643	Closed	-$1.06M	–	1733
2023 Q1	$1.06M	Sell	5,643 -222	-4%	-$45.9K	﹤0.01%	1137
2022 Q4	$1.25M	Sell	5,865 -645	-10%	-$129K	﹤0.01%	1040
2022 Q3	$1.02M	Buy	6,510 +1,632	+33%	+$260K	﹤0.01%	1121
2022 Q2	$730K	Sell	4,878 -223	-4%	-$32.3K	﹤0.01%	1293
2022 Q1	$835K	Sell	5,101 -2,273	-31%	-$375K	﹤0.01%	1300
2021 Q4	$1.6M	Buy	7,374 +1,782	+32%	+$373K	﹤0.01%	1007
2021 Q3	$1.06M	Buy	5,592 +146	+3%	+$26.6K	﹤0.01%	1186
2021 Q2	$962K	Buy	5,446 +514	+10%	+$88.7K	﹤0.01%	1218
2021 Q1	$809K	Sell	4,932 -23	-0.5%	-$3.52K	﹤0.01%	1134
2020 Q4	$690K	Buy	+4,955	New	+$625K	﹤0.01%	1150

Other funds holding MEDP

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

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

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

JP Morgan Private Wealth Advisors opened a new position in Medpace (MEDP) in Q3 2023: 6,463 shares worth $1.56M. The stake represents ﹤0.01% of the portfolio and ranks #825 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in MEDP as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in MEDP in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.6M in Q4 2021. 488 funds tracked by Wall St. Rank hold MEDP as of Q3 2023.

JP Morgan Private Wealth Advisors held 6,463 shares of Medpace worth $1.56M as of Q3 2023.
Medpace was a new JP Morgan Private Wealth Advisors position in Q3 2023.
Medpace made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #825 holding.
JP Morgan Private Wealth Advisors first reported a position in Medpace in Q4 2020 and has held it in 11 quarters since.
JP Morgan Private Wealth Advisors's Medpace position peaked at $1.6M in Q4 2021.
488 funds tracked by Wall St. Rank held Medpace as of Q3 2023.

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