JP Morgan Private Wealth Advisors’s MP Materials MP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MP Stock Details MP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-18,723	Closed	-$528K	–	1742
2023 Q1	$528K	Sell	18,723 -11,477	-38%	-$347K	﹤0.01%	1458
2022 Q4	$733K	Buy	30,200 +1,146	+4%	+$34.7K	﹤0.01%	1293
2022 Q3	$793K	Buy	29,054 +2,212	+8%	+$72.3K	﹤0.01%	1248
2022 Q2	$861K	Sell	26,842 -64,634	-71%	-$2.61M	﹤0.01%	1214
2022 Q1	$5.25M	Buy	91,476 +64,759	+242%	+$2.85M	0.01%	600
2021 Q4	$1.21M	Sell	26,717 -8,297	-24%	-$327K	﹤0.01%	1146
2021 Q3	$1.13M	Sell	35,014 -32,769	-48%	-$1.14M	﹤0.01%	1162
2021 Q2	$2.5M	Buy	67,783 +25,008	+58%	+$777K	0.01%	798
2021 Q1	$1.54M	Buy	42,775 +26,232	+159%	+$970K	0.01%	865
2020 Q4	$532K	Buy	+16,543	New	+$320K	﹤0.01%	1266

Other funds holding MP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MP Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of MP Materials (MP) in Q2 2023, closing a stake of 18,723 shares — an estimated $528K sold.

JP Morgan Private Wealth Advisors first reported a position in MP in Q4 2020 and held it in 10 quarters. The position peaked at $5.25M in Q1 2022. 388 funds tracked by Wall St. Rank hold MP as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining MP Materials position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 18,723 MP Materials shares in Q2 2023, an estimated $528K.
JP Morgan Private Wealth Advisors first reported a position in MP Materials in Q4 2020 and held it in 10 quarters.
JP Morgan Private Wealth Advisors's MP Materials position peaked at $5.25M in Q1 2022.
388 funds tracked by Wall St. Rank held MP Materials as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.