JP Morgan Private Wealth Advisors’s MGIC Investment MTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$310K	Buy	18,592 +40	+0.2%	+$680	﹤0.01%	1458
2023 Q2	$293K	Buy	18,552 +207	+1%	+$3.07K	﹤0.01%	1250
2023 Q1	$246K	Sell	18,345 -101	-0.5%	-$1.36K	﹤0.01%	1751
2022 Q4	$240K	Hold	18,446	–	–	﹤0.01%	1743
2022 Q3	$236K	Hold	18,446	–	–	﹤0.01%	1751
2022 Q2	$232K	Hold	18,446	–	–	﹤0.01%	1771
2022 Q1	$250K	Sell	18,446 -73	-0.4%	-$1.09K	﹤0.01%	1829
2021 Q4	$267K	Buy	18,519 +363	+2%	+$5.5K	﹤0.01%	1791
2021 Q3	$272K	Buy	18,156 +16	+0.1%	+$232	﹤0.01%	1738
2021 Q2	$247K	Hold	18,140	–	–	﹤0.01%	1748
2021 Q1	$251K	Hold	18,140	–	–	﹤0.01%	1597
2020 Q4	$228K	Sell	18,140 -225	-1%	-$2.54K	﹤0.01%	1595
2020 Q3	$163K	Hold	18,365	–	–	﹤0.01%	1538
2020 Q2	$150K	Hold	18,365	–	–	﹤0.01%	1488
2020 Q1	$117K	Sell	18,365 -23	-0.1%	-$278	﹤0.01%	1353
2019 Q4	$261K	Buy	18,388 +23	+0.1%	+$319	﹤0.01%	1293
2019 Q3	$231K	Hold	18,365	–	–	﹤0.01%	1290
2019 Q2	$241K	Sell	18,365 -65	-0.4%	-$903	﹤0.01%	1230
2019 Q1	$243K	Buy	18,430 +65	+0.4%	+$810	﹤0.01%	1300
2018 Q4	$192K	Sell	18,365 -8,775	-32%	-$103K	﹤0.01%	1346
2018 Q3	$361K	Buy	+27,140	New	+$336K	﹤0.01%	1212
2014 Q4	–	Sell	-16,871	Closed	-$132K	–	1123
2014 Q3	$132K	Buy	+16,871	New	+$138K	﹤0.01%	1023

Other funds holding MTG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its MGIC Investment (MTG) stake by 0.22% in Q3 2023, buying an estimated $680 and bringing the position to 18,592 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

JP Morgan Private Wealth Advisors first reported a position in MTG in Q3 2014 and has held it in 22 quarters since. The position peaked at $361K in Q3 2018. 371 funds tracked by Wall St. Rank hold MTG as of Q3 2023.

JP Morgan Private Wealth Advisors held 18,592 shares of MGIC Investment worth $310K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 40 MGIC Investment shares in Q3 2023, an estimated $680.
MGIC Investment made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1458 holding.
JP Morgan Private Wealth Advisors first reported a position in MGIC Investment in Q3 2014 and has held it in 22 quarters since.
JP Morgan Private Wealth Advisors's MGIC Investment position peaked at $361K in Q3 2018.
371 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2023.

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