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JP Morgan Private Wealth Advisors’s Mueller Water Products MWA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MWA Stock Details MWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.62M Hold
127,498
– – ﹤0.01% 815
2023
Q2 		$2.07M Hold
127,498
– – 0.01% 549
2023
Q1 		$1.78M Hold
127,498
– – ﹤0.01% 925
2022
Q4 		$1.37M Hold
127,498
– – ﹤0.01% 994
2022
Q3 		$1.31M Hold
127,498
– – ﹤0.01% 1012
2022
Q2 		$1.5M Sell
127,498
-1,252
-1% -$15.1K ﹤0.01% 948
2022
Q1 		$1.66M Sell
128,750
-607
-0.5% -$7.83K ﹤0.01% 976
2021
Q4 		$1.86M Buy
129,357
+519
+0.4% +$7.8K ﹤0.01% 939
2021
Q3 		$1.96M Buy
128,838
+902
+0.7% +$13.9K ﹤0.01% 911
2021
Q2 		$1.84M Sell
127,936
-186
-0.1% -$2.67K ﹤0.01% 913
2021
Q1 		$1.78M Buy
128,122
+438
+0.3% +$5.68K 0.01% 809
2020
Q4 		$1.58M Sell
127,684
-214
-0.2% -$2.46K 0.01% 838
2020
Q3 		$1.33M Sell
127,898
-296
-0.2% -$3.09K 0.01% 780
2020
Q2 		$1.21M Sell
128,194
-141
-0.1% -$1.26K 0.01% 741
2020
Q1 		$1.03M Buy
128,335
+465
+0.4% +$5.11K 0.01% 707
2019
Q4 		$1.53M Buy
127,870
+372
+0.3% +$4.25K 0.01% 667
2019
Q3 		$1.43M Hold
127,498
– – 0.01% 655
2019
Q2 		$1.25M Hold
127,498
– – 0.01% 692
2019
Q1 		$1.28M Hold
127,498
– – 0.01% 717
2018
Q4 		$1.16M Buy
+127,498
New +$1.34M 0.01% 707
2018
Q2 		– Sell
-11,600
Closed -$126K – 1503
2018
Q1 		$126K Buy
+11,600
New +$134K ﹤0.01% 1211
2017
Q2 		– Sell
-32,727
Closed -$387K – 1315
2017
Q1 		$387K Buy
32,727
+3,635
+12% +$46.1K ﹤0.01% 961
2016
Q4 		$388K Buy
29,092
+2,630
+10% +$33.7K ﹤0.01% 904
2016
Q3 		$333K Buy
26,462
+2,592
+11% +$31K ﹤0.01% 946
2016
Q2 		$273K Buy
+23,870
New +$255K ﹤0.01% 1021

Other funds holding MWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its Mueller Water Products (MWA) position steady in Q3 2023 at 127,498 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #815.

JP Morgan Private Wealth Advisors first reported a position in MWA in Q2 2016 and has held it in 25 quarters since. The position peaked at $2.07M in Q2 2023. 230 funds tracked by Wall St. Rank hold MWA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 127,498 shares of Mueller Water Products worth $1.62M as of Q3 2023.
  • JP Morgan Private Wealth Advisors left its Mueller Water Products share count unchanged in Q3 2023.
  • Mueller Water Products made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #815 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Mueller Water Products in Q2 2016 and has held it in 25 quarters since.
  • JP Morgan Private Wealth Advisors's Mueller Water Products position peaked at $2.07M in Q2 2023.
  • 230 funds tracked by Wall St. Rank held Mueller Water Products as of Q3 2023.

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