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JP Morgan Private Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MLM Stock Details MLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$9.38M Sell
22,860
-923
-4% -$408K 0.03% 380
2023
Q2 		$11M Sell
23,783
-7,425
-24% -$2.93M 0.06% 221
2023
Q1 		$11.1M Sell
31,208
-524
-2% -$184K 0.02% 406
2022
Q4 		$10.7M Sell
31,732
-4,056
-11% -$1.38M 0.02% 404
2022
Q3 		$11.5M Sell
35,788
-5,109
-12% -$1.73M 0.03% 366
2022
Q2 		$12.2M Sell
40,897
-26,749
-40% -$9.12M 0.03% 365
2022
Q1 		$26M Sell
67,646
-61,889
-48% -$24M 0.06% 282
2021
Q4 		$57.1M Buy
129,535
+10,635
+9% +$4.31M 0.12% 172
2021
Q3 		$40.6M Buy
118,900
+5,081
+4% +$1.85M 0.1% 203
2021
Q2 		$40M Buy
113,819
+23,669
+26% +$8.43M 0.1% 200
2021
Q1 		$30.3M Buy
90,150
+64,030
+245% +$20.5M 0.1% 209
2020
Q4 		$7.42M Buy
26,120
+7,036
+37% +$1.87M 0.02% 404
2020
Q3 		$4.49M Sell
19,084
-2,819
-13% -$610K 0.02% 451
2020
Q2 		$4.53M Sell
21,903
-2,760
-11% -$531K 0.02% 387
2020
Q1 		$4.67M Buy
24,663
+1,681
+7% +$402K 0.03% 363
2019
Q4 		$6.43M Buy
22,982
+78
+0.3% +$20.8K 0.03% 378
2019
Q3 		$6.28M Buy
22,904
+2,111
+10% +$522K 0.03% 361
2019
Q2 		$4.79M Sell
20,793
-68
-0.3% -$14.7K 0.03% 394
2019
Q1 		$4.2M Sell
20,861
-1,141
-5% -$213K 0.02% 441
2018
Q4 		$3.78M Buy
22,002
+19,917
+955% +$3.54M 0.02% 417
2018
Q3 		$379K Sell
2,085
-520
-20% -$107K ﹤0.01% 1191
2018
Q2 		$582K Buy
2,605
+543
+26% +$116K ﹤0.01% 960
2018
Q1 		$427K Sell
2,062
-77
-4% -$16.7K ﹤0.01% 922
2017
Q4 		$473K Buy
2,139
+242
+13% +$50.7K ﹤0.01% 889
2017
Q3 		$392K Buy
1,897
+103
+6% +$21.8K ﹤0.01% 941
2017
Q2 		$400K Buy
+1,794
New +$406K ﹤0.01% 909

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Martin Marietta Materials (MLM) stake by 3.9% in Q3 2023, selling an estimated $408K and leaving 22,860 shares worth $9.38M. The position accounts for 0.03% of the portfolio, ranked #380.

JP Morgan Private Wealth Advisors first reported a position in MLM in Q2 2017 and has held it in 26 quarters since. The position peaked at $57.1M in Q4 2021. 814 funds tracked by Wall St. Rank hold MLM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 22,860 shares of Martin Marietta Materials worth $9.38M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 923 Martin Marietta Materials shares in Q3 2023, an estimated $408K.
  • Martin Marietta Materials made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #380 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Martin Marietta Materials in Q2 2017 and has held it in 26 quarters since.
  • JP Morgan Private Wealth Advisors's Martin Marietta Materials position peaked at $57.1M in Q4 2021.
  • 814 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2023.

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