JP Morgan Private Wealth Advisors’s MidCap Financial Investment MFIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$606K	Buy	44,049 +340	+0.8%	+$4.55K	﹤0.01%	1164
2023 Q2	$549K	Buy	43,709 +3,126	+8%	+$36.5K	﹤0.01%	994
2023 Q1	$463K	Buy	40,583 +9,274	+30%	+$111K	﹤0.01%	1509
2022 Q4	$357K	Buy	+31,309	New	+$361K	﹤0.01%	1598
2017 Q1	–	Sell	-115,137	Closed	-$2.02M	–	1351
2016 Q4	$2.02M	Sell	115,137 -30,030	-21%	-$538K	0.02%	438
2016 Q3	$2.53M	Buy	145,167 +28,560	+24%	+$501K	0.02%	389
2016 Q2	$1.94M	Sell	116,607 -56,294	-33%	-$943K	0.02%	449
2016 Q1	$2.88M	Sell	172,901 -15,210	-8%	-$235K	0.03%	329
2015 Q4	$2.95M	Sell	188,111 -27,724	-13%	-$474K	0.03%	303
2015 Q3	$3.55M	Buy	+215,835	New	+$4.27M	0.04%	260
2015 Q1	–	Sell	-15,563	Closed	-$347K	–	1162
2014 Q4	$347K	Buy	+15,563	New	+$373K	﹤0.01%	828
2014 Q2	–	Sell	-5,075	Closed	-$127K	–	904
2014 Q1	$127K	Buy	+5,075	New	+$131K	﹤0.01%	841

Other funds holding MFIC

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

NRCM

Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its MidCap Financial Investment (MFIC) stake by 0.78% in Q3 2023, buying an estimated $4.55K and bringing the position to 44,049 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

JP Morgan Private Wealth Advisors first reported a position in MFIC in Q1 2014 and has held it in 12 quarters since. The position peaked at $3.55M in Q3 2015. 118 funds tracked by Wall St. Rank hold MFIC as of Q3 2023.

JP Morgan Private Wealth Advisors held 44,049 shares of MidCap Financial Investment worth $606K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 340 MidCap Financial Investment shares in Q3 2023, an estimated $4.55K.
MidCap Financial Investment made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1164 holding.
JP Morgan Private Wealth Advisors first reported a position in MidCap Financial Investment in Q1 2014 and has held it in 12 quarters since.
JP Morgan Private Wealth Advisors's MidCap Financial Investment position peaked at $3.55M in Q3 2015.
118 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2023.

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