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JP Morgan Private Wealth Advisors’s Minerals Technologies MTX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MTX Stock Details MTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$209K Sell
3,820
-621
-14% -$35.4K ﹤0.01% 1615
2023
Q2 		$256K Sell
4,441
-470
-10% -$27.4K ﹤0.01% 1301
2023
Q1 		$297K Buy
4,911
+399
+9% +$24.8K ﹤0.01% 1686
2022
Q4 		$274K Buy
4,512
+307
+7% +$17.4K ﹤0.01% 1688
2022
Q3 		$208K Sell
4,205
-652
-13% -$39.6K ﹤0.01% 1794
2022
Q2 		$298K Sell
4,857
-302
-6% -$19.3K ﹤0.01% 1650
2022
Q1 		$341K Sell
5,159
-11
-0.2% -$761 ﹤0.01% 1700
2021
Q4 		$378K Buy
5,170
+996
+24% +$71.6K ﹤0.01% 1653
2021
Q3 		$292K Buy
4,174
+183
+5% +$14K ﹤0.01% 1705
2021
Q2 		$314K Buy
3,991
+178
+5% +$14.4K ﹤0.01% 1660
2021
Q1 		$287K Sell
3,813
-297
-7% -$21K ﹤0.01% 1545
2020
Q4 		$255K Buy
+4,110
New +$244K ﹤0.01% 1562
2017
Q2 		– Sell
-8,308
Closed -$637K – 1312
2017
Q1 		$637K Buy
8,308
+50
+0.6% +$3.87K ﹤0.01% 774
2016
Q4 		$639K Buy
8,258
+1,156
+16% +$85.7K 0.01% 721
2016
Q3 		$502K Hold
7,102
– – ﹤0.01% 783
2016
Q2 		$403K Sell
7,102
-62
-0.9% -$3.6K ﹤0.01% 860
2016
Q1 		$407K Buy
7,164
+819
+13% +$38.2K ﹤0.01% 816
2015
Q4 		$291K Hold
6,345
– – ﹤0.01% 876
2015
Q3 		$306K Buy
6,345
+1,455
+30% +$84K ﹤0.01% 786
2015
Q2 		$333K Buy
4,890
+450
+10% +$31.3K ﹤0.01% 812
2015
Q1 		$325K Buy
+4,440
New +$301K ﹤0.01% 858

Other funds holding MTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Minerals Technologies (MTX) stake by 14% in Q3 2023, selling an estimated $35.4K and leaving 3,820 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

JP Morgan Private Wealth Advisors first reported a position in MTX in Q1 2015 and has held it in 21 quarters since. The position peaked at $639K in Q4 2016. 212 funds tracked by Wall St. Rank hold MTX as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 3,820 shares of Minerals Technologies worth $209K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 621 Minerals Technologies shares in Q3 2023, an estimated $35.4K.
  • Minerals Technologies made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1615 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Minerals Technologies in Q1 2015 and has held it in 21 quarters since.
  • JP Morgan Private Wealth Advisors's Minerals Technologies position peaked at $639K in Q4 2016.
  • 212 funds tracked by Wall St. Rank held Minerals Technologies as of Q3 2023.

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