JMPWA
MRCC

JP Morgan Private Wealth Advisors’s Monroe Capital Corp MRCC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MRCC Stock Details MRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-36,421
Closed -$393K – 1988
2022
Q1 		$393K Hold
36,421
– – ﹤0.01% 1637
2021
Q4 		$409K Hold
36,421
– – ﹤0.01% 1630
2021
Q3 		$378K Hold
36,421
– – ﹤0.01% 1615
2021
Q2 		$391K Buy
+36,421
New +$394K ﹤0.01% 1576
2021
Q1 		– Sell
-36,421
Closed -$292K – 1781
2020
Q4 		$292K Buy
+36,421
New +$280K ﹤0.01% 1506

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C
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Envestnet Asset Management
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AAM
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BlackRock
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Commonwealth Equity Services
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Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
MCM
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Two Sigma Investments
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JP Morgan Private Wealth Advisors's MRCC Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of Monroe Capital Corp (MRCC) in Q2 2022, closing a stake of 36,421 shares — an estimated $393K sold.

JP Morgan Private Wealth Advisors first reported a position in MRCC in Q4 2020 and held it in 5 quarters. The position peaked at $409K in Q4 2021. 79 funds tracked by Wall St. Rank hold MRCC as of Q2 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Monroe Capital Corp position as of Q2 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 36,421 Monroe Capital Corp shares in Q2 2022, an estimated $393K.
  • JP Morgan Private Wealth Advisors first reported a position in Monroe Capital Corp in Q4 2020 and held it in 5 quarters.
  • JP Morgan Private Wealth Advisors's Monroe Capital Corp position peaked at $409K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.