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JP Morgan Private Wealth Advisors’s Maximus MMS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$280K Sell
3,747
-122
-3% -$9.93K ﹤0.01% 1509
2023
Q2 		$327K Sell
3,869
-938
-20% -$77.1K ﹤0.01% 1210
2023
Q1 		$378K Sell
4,807
-311
-6% -$23.9K ﹤0.01% 1585
2022
Q4 		$375K Sell
5,118
-1,045
-17% -$67.4K ﹤0.01% 1571
2022
Q3 		$357K Buy
6,163
+318
+5% +$19.8K ﹤0.01% 1585
2022
Q2 		$365K Sell
5,845
-3,735
-39% -$253K ﹤0.01% 1568
2022
Q1 		$718K Sell
9,580
-2,207
-19% -$169K ﹤0.01% 1365
2021
Q4 		$939K Sell
11,787
-1,822
-13% -$149K ﹤0.01% 1275
2021
Q3 		$1.13M Buy
13,609
+1,789
+15% +$153K ﹤0.01% 1160
2021
Q2 		$1.04M Buy
11,820
+3,779
+47% +$346K ﹤0.01% 1179
2021
Q1 		$716K Sell
8,041
-876
-10% -$71.6K ﹤0.01% 1184
2020
Q4 		$653K Sell
8,917
-1,652
-16% -$117K ﹤0.01% 1182
2020
Q3 		$723K Sell
10,569
-281
-3% -$20.7K ﹤0.01% 1017
2020
Q2 		$764K Sell
10,850
-41
-0.4% -$2.76K ﹤0.01% 910
2020
Q1 		$634K Buy
10,891
+1,409
+15% +$95.7K ﹤0.01% 845
2019
Q4 		$705K Buy
9,482
+528
+6% +$39.7K ﹤0.01% 921
2019
Q3 		$692K Buy
8,954
+2,756
+44% +$209K ﹤0.01% 892
2019
Q2 		$450K Sell
6,198
-86
-1% -$6.24K ﹤0.01% 1032
2019
Q1 		$446K Sell
6,284
-5
-0.1% -$351 ﹤0.01% 1072
2018
Q4 		$409K Sell
6,289
-237
-4% -$15.6K ﹤0.01% 1043
2018
Q3 		$425K Sell
6,526
-178
-3% -$11.6K ﹤0.01% 1136
2018
Q2 		$416K Buy
6,704
+2,122
+46% +$138K ﹤0.01% 1078
2018
Q1 		$306K Buy
4,582
+5
+0.1% +$340 ﹤0.01% 1035
2017
Q4 		$328K Sell
4,577
-75
-2% -$5.05K ﹤0.01% 1015
2017
Q3 		$300K Buy
4,652
+258
+6% +$15.8K ﹤0.01% 1021
2017
Q2 		$275K Buy
4,394
+218
+5% +$13.5K ﹤0.01% 1047
2017
Q1 		$260K Buy
+4,176
New +$245K ﹤0.01% 1134

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Maximus (MMS) stake by 3.2% in Q3 2023, selling an estimated $9.93K and leaving 3,747 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

JP Morgan Private Wealth Advisors first reported a position in MMS in Q1 2017 and has held it in 27 quarters since. The position peaked at $1.13M in Q3 2021. 322 funds tracked by Wall St. Rank hold MMS as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 3,747 shares of Maximus worth $280K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 122 Maximus shares in Q3 2023, an estimated $9.93K.
  • Maximus made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1509 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Maximus in Q1 2017 and has held it in 27 quarters since.
  • JP Morgan Private Wealth Advisors's Maximus position peaked at $1.13M in Q3 2021.
  • 322 funds tracked by Wall St. Rank held Maximus as of Q3 2023.

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