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JP Morgan Private Wealth Advisors’s Mercury Systems MRCY Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MRCY Stock Details MRCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,678
Closed -$546K – 1744
2023
Q1 		$546K Buy
10,678
+2,052
+24% +$104K ﹤0.01% 1438
2022
Q4 		$386K Buy
8,626
+527
+7% +$24.9K ﹤0.01% 1563
2022
Q3 		$329K Buy
8,099
+912
+13% +$47.8K ﹤0.01% 1617
2022
Q2 		$462K Sell
7,187
-380
-5% -$22.7K ﹤0.01% 1483
2022
Q1 		$488K Buy
+7,567
New +$449K ﹤0.01% 1546
2021
Q3 		– Sell
-5,459
Closed -$362K – 1964
2021
Q2 		$362K Buy
+5,459
New +$377K ﹤0.01% 1615
2021
Q1 		– Sell
-10,646
Closed -$937K – 1782
2020
Q4 		$937K Buy
+10,646
New +$809K ﹤0.01% 1028

Other funds holding MRCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Mercury Systems (MRCY) in Q2 2023, closing a stake of 10,678 shares — an estimated $546K sold.

JP Morgan Private Wealth Advisors first reported a position in MRCY in Q4 2020 and held it in 7 quarters. The position peaked at $937K in Q4 2020. 236 funds tracked by Wall St. Rank hold MRCY as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Mercury Systems position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,678 Mercury Systems shares in Q2 2023, an estimated $546K.
  • JP Morgan Private Wealth Advisors first reported a position in Mercury Systems in Q4 2020 and held it in 7 quarters.
  • JP Morgan Private Wealth Advisors's Mercury Systems position peaked at $937K in Q4 2020.
  • 236 funds tracked by Wall St. Rank held Mercury Systems as of Q2 2023.

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