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JP Morgan Private Wealth Advisors’s Mueller Industries MLI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MLI Stock Details MLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.19M Sell
63,236
-11,940
-16% -$236K ﹤0.01% 917
2023
Q2 		$1.64M Sell
75,176
-140,948
-65% -$2.68M 0.01% 631
2023
Q1 		$3.97M Buy
216,124
+17,840
+9% +$311K 0.01% 649
2022
Q4 		$2.92M Sell
198,284
-10,292
-5% -$164K 0.01% 728
2022
Q3 		$3.1M Sell
208,576
-25,716
-11% -$400K 0.01% 699
2022
Q2 		$3.12M Sell
234,292
-13,324
-5% -$180K 0.01% 698
2022
Q1 		$3.35M Sell
247,616
-15,016
-6% -$213K 0.01% 725
2021
Q4 		$3.9M Sell
262,632
-59,288
-18% -$801K 0.01% 681
2021
Q3 		$3.31M Buy
321,920
+7,460
+2% +$79.8K 0.01% 710
2021
Q2 		$3.4M Buy
314,460
+11,944
+4% +$135K 0.01% 693
2021
Q1 		$3.13M Buy
302,516
+24,228
+9% +$238K 0.01% 628
2020
Q4 		$2.44M Buy
278,288
+14,636
+6% +$117K 0.01% 666
2020
Q3 		$1.78M Buy
263,652
+51,916
+25% +$371K 0.01% 681
2020
Q2 		$1.41M Buy
211,736
+152,236
+256% +$959K 0.01% 687
2020
Q1 		$356K Buy
59,500
+10,352
+21% +$74.4K ﹤0.01% 1066
2019
Q4 		$390K Buy
49,148
+5,528
+13% +$42.3K ﹤0.01% 1135
2019
Q3 		$313K Buy
+43,620
New +$306K ﹤0.01% 1175
2018
Q4 		– Sell
-28,824
Closed -$209K – 1540
2018
Q3 		$209K Buy
+28,824
New +$222K ﹤0.01% 1456

Other funds holding MLI

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Mueller Industries (MLI) stake by 16% in Q3 2023, selling an estimated $236K and leaving 63,236 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #917.

JP Morgan Private Wealth Advisors first reported a position in MLI in Q3 2018 and has held it in 18 quarters since. The position peaked at $3.97M in Q1 2023. 358 funds tracked by Wall St. Rank hold MLI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 63,236 shares of Mueller Industries worth $1.19M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 11,940 Mueller Industries shares in Q3 2023, an estimated $236K.
  • Mueller Industries made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #917 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Mueller Industries in Q3 2018 and has held it in 18 quarters since.
  • JP Morgan Private Wealth Advisors's Mueller Industries position peaked at $3.97M in Q1 2023.
  • 358 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2023.

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