JP Morgan Private Wealth Advisors’s Metallus MTUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$294K	Sell	13,537 -1,638	-11%	-$35.7K	﹤0.01%	1485
2023 Q2	$327K	Sell	15,175 -26,755	-64%	-$484K	﹤0.01%	1209
2023 Q1	$769K	Buy	41,930 +2,165	+5%	+$40.4K	﹤0.01%	1288
2022 Q4	$723K	Sell	39,765 -1,671	-4%	-$29.7K	﹤0.01%	1304
2022 Q3	$621K	Sell	41,436 -959	-2%	-$16K	﹤0.01%	1366
2022 Q2	$793K	Sell	42,395 -7,692	-15%	-$163K	﹤0.01%	1254
2022 Q1	$1.1M	Sell	50,087 -6,593	-12%	-$116K	﹤0.01%	1181
2021 Q4	$935K	Sell	56,680 -26	-0%	-$379	﹤0.01%	1279
2021 Q3	$742K	Buy	+56,706	New	+$777K	﹤0.01%	1347

Other funds holding MTUS

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

MVP

Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Metallus (MTUS) stake by 11% in Q3 2023, selling an estimated $35.7K and leaving 13,537 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

JP Morgan Private Wealth Advisors first reported a position in MTUS in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.1M in Q1 2022. 183 funds tracked by Wall St. Rank hold MTUS as of Q3 2023.

JP Morgan Private Wealth Advisors held 13,537 shares of Metallus worth $294K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,638 Metallus shares in Q3 2023, an estimated $35.7K.
Metallus made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1485 holding.
JP Morgan Private Wealth Advisors first reported a position in Metallus in Q3 2021 and has held it in 9 quarters since.
JP Morgan Private Wealth Advisors's Metallus position peaked at $1.1M in Q1 2022.
183 funds tracked by Wall St. Rank held Metallus as of Q3 2023.

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