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JP Morgan Private Wealth Advisors’s Miller Industries MLR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MLR Stock Details MLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$326K Sell
8,318
-1,179
-12% -$45.2K ﹤0.01% 1435
2023
Q2 		$337K Sell
9,497
-18,251
-66% -$632K ﹤0.01% 1195
2023
Q1 		$981K Sell
27,748
-8,781
-24% -$260K ﹤0.01% 1170
2022
Q4 		$974K Sell
36,529
-1,869
-5% -$47.9K ﹤0.01% 1161
2022
Q3 		$818K Buy
38,398
+5,064
+15% +$117K ﹤0.01% 1231
2022
Q2 		$756K Buy
33,334
+2,473
+8% +$62.9K ﹤0.01% 1273
2022
Q1 		$869K Buy
30,861
+1,512
+5% +$46.6K ﹤0.01% 1280
2021
Q4 		$980K Sell
29,349
-137
-0.5% -$4.73K ﹤0.01% 1250
2021
Q3 		$1M Buy
29,486
+1,261
+4% +$46.5K ﹤0.01% 1208
2021
Q2 		$1.11M Buy
28,225
+3,833
+16% +$163K ﹤0.01% 1145
2021
Q1 		$1.13M Buy
24,392
+1,362
+6% +$57.1K ﹤0.01% 985
2020
Q4 		$876K Buy
23,030
+1,437
+7% +$47.7K ﹤0.01% 1053
2020
Q3 		$660K Sell
21,593
-1,593
-7% -$48K ﹤0.01% 1047
2020
Q2 		$690K Buy
23,186
+13,872
+149% +$395K ﹤0.01% 947
2020
Q1 		$263K Buy
9,314
+2,283
+32% +$73.7K ﹤0.01% 1180
2019
Q4 		$261K Buy
7,031
+798
+13% +$28.1K ﹤0.01% 1292
2019
Q3 		$208K Buy
+6,233
New +$199K ﹤0.01% 1335

Other funds holding MLR

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Miller Industries (MLR) stake by 12% in Q3 2023, selling an estimated $45.2K and leaving 8,318 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

JP Morgan Private Wealth Advisors first reported a position in MLR in Q3 2019 and has held it in 17 quarters since. The position peaked at $1.13M in Q1 2021. 108 funds tracked by Wall St. Rank hold MLR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 8,318 shares of Miller Industries worth $326K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,179 Miller Industries shares in Q3 2023, an estimated $45.2K.
  • Miller Industries made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1435 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Miller Industries in Q3 2019 and has held it in 17 quarters since.
  • JP Morgan Private Wealth Advisors's Miller Industries position peaked at $1.13M in Q1 2021.
  • 108 funds tracked by Wall St. Rank held Miller Industries as of Q3 2023.

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