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JP Morgan Private Wealth Advisors’s Magna International MGA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MGA Stock Details MGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$438K Sell
8,177
-136
-2% -$7.92K ﹤0.01% 1300
2023
Q2 		$469K Sell
8,313
-5,753
-41% -$305K ﹤0.01% 1063
2023
Q1 		$754K Buy
14,066
+212
+2% +$12.3K ﹤0.01% 1303
2022
Q4 		$778K Buy
13,854
+3,978
+40% +$223K ﹤0.01% 1270
2022
Q3 		$468K Sell
9,876
-660
-6% -$38.4K ﹤0.01% 1487
2022
Q2 		$578K Sell
10,536
-413
-4% -$25.2K ﹤0.01% 1400
2022
Q1 		$704K Sell
10,949
-6,973
-39% -$516K ﹤0.01% 1375
2021
Q4 		$1.45M Sell
17,922
-7,816
-30% -$636K ﹤0.01% 1064
2021
Q3 		$1.94M Sell
25,738
-34,886
-58% -$2.87M ﹤0.01% 916
2021
Q2 		$5.62M Buy
60,624
+56,157
+1,257% +$5.35M 0.01% 562
2021
Q1 		$393K Buy
+4,467
New +$363K ﹤0.01% 1421
2020
Q2 		– Sell
-7,146
Closed -$228K – 1580
2020
Q1 		$228K Sell
7,146
-539
-7% -$24.9K ﹤0.01% 1246
2019
Q4 		$421K Buy
7,685
+247
+3% +$13.4K ﹤0.01% 1113
2019
Q3 		$397K Buy
7,438
+2,297
+45% +$114K ﹤0.01% 1076
2019
Q2 		$256K Sell
5,141
-977
-16% -$48.2K ﹤0.01% 1211
2019
Q1 		$298K Sell
6,118
-938
-13% -$47.3K ﹤0.01% 1211
2018
Q4 		$321K Buy
7,056
+949
+16% +$46K ﹤0.01% 1141
2018
Q3 		$321K Sell
6,107
-624
-9% -$35K ﹤0.01% 1258
2018
Q2 		$391K Sell
6,731
-1,074
-14% -$66.7K ﹤0.01% 1097
2018
Q1 		$440K Buy
7,805
+710
+10% +$39.7K ﹤0.01% 910
2017
Q4 		$402K Buy
7,095
+744
+12% +$40.9K ﹤0.01% 949
2017
Q3 		$339K Sell
6,351
-201
-3% -$9.75K ﹤0.01% 984
2017
Q2 		$304K Buy
6,552
+260
+4% +$11.3K ﹤0.01% 1012
2017
Q1 		$272K Sell
6,292
-81
-1% -$3.54K ﹤0.01% 1106
2016
Q4 		$276K Buy
6,373
+1,209
+23% +$50.8K ﹤0.01% 1036
2016
Q3 		$222K Sell
5,164
-695
-12% -$27.4K ﹤0.01% 1106
2016
Q2 		$205K Buy
5,859
+234
+4% +$9.43K ﹤0.01% 1143
2016
Q1 		$242K Buy
+5,625
New +$209K ﹤0.01% 1022
2015
Q4 		– Sell
-5,242
Closed -$252K – 1191
2015
Q3 		$252K Buy
+5,242
New +$271K ﹤0.01% 851
2014
Q4 		– Sell
-4,608
Closed -$218K – 1121
2014
Q3 		$218K Buy
+4,608
New +$253K ﹤0.01% 953

Other funds holding MGA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Magna International (MGA) stake by 1.6% in Q3 2023, selling an estimated $7.92K and leaving 8,177 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

JP Morgan Private Wealth Advisors first reported a position in MGA in Q3 2014 and has held it in 30 quarters since. The position peaked at $5.62M in Q2 2021. 401 funds tracked by Wall St. Rank hold MGA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 8,177 shares of Magna International worth $438K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 136 Magna International shares in Q3 2023, an estimated $7.92K.
  • Magna International made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1300 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Magna International in Q3 2014 and has held it in 30 quarters since.
  • JP Morgan Private Wealth Advisors's Magna International position peaked at $5.62M in Q2 2021.
  • 401 funds tracked by Wall St. Rank held Magna International as of Q3 2023.

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