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JP Morgan Private Wealth Advisors’s Mine Safety MSA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.43M Sell
15,410
-470
-3% -$80.7K 0.01% 677
2023
Q2 		$2.76M Sell
15,880
-1,721
-10% -$246K 0.01% 468
2023
Q1 		$2.35M Sell
17,601
-20
-0.1% -$2.69K 0.01% 820
2022
Q4 		$2.54M Sell
17,621
-429
-2% -$56.2K 0.01% 765
2022
Q3 		$1.97M Buy
18,050
+493
+3% +$60.6K 0.01% 846
2022
Q2 		$2.13M Buy
17,557
+1,522
+9% +$189K 0.01% 828
2022
Q1 		$2.13M Buy
16,035
+2,479
+18% +$342K ﹤0.01% 879
2021
Q4 		$2.05M Buy
13,556
+260
+2% +$39K ﹤0.01% 905
2021
Q3 		$1.94M Sell
13,296
-40
-0.3% -$6.35K ﹤0.01% 917
2021
Q2 		$2.21M Buy
13,336
+2,493
+23% +$404K 0.01% 832
2021
Q1 		$1.63M Sell
10,843
-71
-0.7% -$11.4K 0.01% 840
2020
Q4 		$1.63M Sell
10,914
-100
-0.9% -$14.4K 0.01% 818
2020
Q3 		$1.48M Sell
11,014
-217
-2% -$26.6K 0.01% 738
2020
Q2 		$1.28M Buy
11,231
+2,058
+22% +$229K 0.01% 720
2020
Q1 		$928K Buy
9,173
+193
+2% +$24.3K 0.01% 734
2019
Q4 		$1.14M Buy
8,980
+487
+6% +$58.6K 0.01% 761
2019
Q3 		$927K Buy
8,493
+352
+4% +$37.1K ﹤0.01% 784
2019
Q2 		$858K Sell
8,141
-80
-1% -$8.4K ﹤0.01% 796
2019
Q1 		$850K Buy
8,221
+57
+0.7% +$5.74K ﹤0.01% 846
2018
Q4 		$770K Sell
8,164
-170
-2% -$17.4K ﹤0.01% 837
2018
Q3 		$887K Buy
8,334
+34
+0.4% +$3.43K ﹤0.01% 862
2018
Q2 		$800K Buy
8,300
+837
+11% +$75.6K ﹤0.01% 842
2018
Q1 		$621K Buy
7,463
+23
+0.3% +$1.84K ﹤0.01% 798
2017
Q4 		$577K Buy
+7,440
New +$594K ﹤0.01% 825
2017
Q2 		– Sell
-6,590
Closed -$466K – 1308
2017
Q1 		$466K Sell
6,590
-1,560
-19% -$109K ﹤0.01% 885
2016
Q4 		$565K Buy
8,150
+200
+3% +$12.4K ﹤0.01% 759
2016
Q3 		$461K Hold
7,950
– – ﹤0.01% 816
2016
Q2 		$418K Hold
7,950
– – ﹤0.01% 845
2016
Q1 		$384K Buy
7,950
+730
+10% +$31.5K ﹤0.01% 853
2015
Q4 		$314K Hold
7,220
– – ﹤0.01% 847
2015
Q3 		$289K Sell
7,220
-10
-0.1% -$465 ﹤0.01% 804
2015
Q2 		$350K Buy
7,230
+660
+10% +$31.7K ﹤0.01% 793
2015
Q1 		$327K Sell
6,570
-2,867
-30% -$139K ﹤0.01% 853
2014
Q4 		$501K Sell
9,437
-250
-3% -$13.2K 0.01% 707
2014
Q3 		$478K Buy
9,687
+310
+3% +$17.2K 0.01% 703
2014
Q2 		$539K Buy
9,377
+551
+6% +$30.2K 0.01% 541
2014
Q1 		$503K Buy
+8,826
New +$463K 0.01% 564

Other funds holding MSA

APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Mine Safety (MSA) stake by 3% in Q3 2023, selling an estimated $80.7K and leaving 15,410 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #677.

JP Morgan Private Wealth Advisors first reported a position in MSA in Q1 2014 and has held it in 37 quarters since. The position peaked at $2.76M in Q2 2023. 308 funds tracked by Wall St. Rank hold MSA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 15,410 shares of Mine Safety worth $2.43M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 470 Mine Safety shares in Q3 2023, an estimated $80.7K.
  • Mine Safety made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #677 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Mine Safety in Q1 2014 and has held it in 37 quarters since.
  • JP Morgan Private Wealth Advisors's Mine Safety position peaked at $2.76M in Q2 2023.
  • 308 funds tracked by Wall St. Rank held Mine Safety as of Q3 2023.

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