JP Morgan Private Wealth Advisors’s NewMarket NEU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$489K	Buy	1,075 +41	+4%	+$18.5K	﹤0.01%	1250
2023 Q2	$416K	Buy	1,034 +11	+1%	+$4.29K	﹤0.01%	1110
2023 Q1	$373K	Buy	1,023 +261	+34%	+$90.5K	﹤0.01%	1592
2022 Q4	$237K	Sell	762 -3,908	-84%	-$1.2M	﹤0.01%	1749
2022 Q3	$1.41M	Buy	4,670 +36	+0.8%	+$10.8K	﹤0.01%	989
2022 Q2	$1.4M	Sell	4,634 -8	-0.2%	-$2.58K	﹤0.01%	978
2022 Q1	$1.51M	Sell	4,642 -5	-0.1%	-$1.64K	﹤0.01%	1023
2021 Q4	$1.59M	Sell	4,647 -10	-0.2%	-$3.45K	﹤0.01%	1013
2021 Q3	$1.58M	Sell	4,657 -1	-0%	-$328	﹤0.01%	999
2021 Q2	$1.5M	Buy	4,658 +18	+0.4%	+$6.3K	﹤0.01%	1010
2021 Q1	$1.76M	Sell	4,640 -38	-0.8%	-$15.2K	0.01%	812
2020 Q4	$1.86M	Sell	4,678 -3	-0.1%	-$1.12K	0.01%	758
2020 Q3	$1.6M	Sell	4,681 -1,414	-23%	-$537K	0.01%	715
2020 Q2	$2.44M	Sell	6,095 -4,339	-42%	-$1.79M	0.01%	528
2020 Q1	$4M	Sell	10,434 -53	-0.5%	-$22.4K	0.02%	394
2019 Q4	$5.1M	Sell	10,487 -15	-0.1%	-$7.22K	0.02%	415
2019 Q3	$4.96M	Sell	10,502 -639	-6%	-$285K	0.03%	402
2019 Q2	$4.47M	Sell	11,141 -235	-2%	-$97.2K	0.02%	408
2019 Q1	$4.93M	Sell	11,376 -618	-5%	-$261K	0.03%	400
2018 Q4	$4.94M	Buy	11,994 +7,689	+179%	+$3.04M	0.03%	359
2018 Q3	$1.75M	Sell	4,305 -192	-4%	-$76.8K	0.01%	658
2018 Q2	$1.82M	Buy	4,497 +124	+3%	+$48.5K	0.01%	625
2018 Q1	$1.76M	Buy	4,373 +121	+3%	+$49.3K	0.01%	510
2017 Q4	$1.69M	Sell	4,252 -697	-14%	-$282K	0.01%	525
2017 Q3	$2.11M	Sell	4,949 -230	-4%	-$100K	0.02%	452
2017 Q2	$2.38M	Buy	5,179 +633	+14%	+$292K	0.02%	423
2017 Q1	$2.06M	Buy	4,546 +349	+8%	+$153K	0.02%	466
2016 Q4	$1.78M	Buy	4,197 +1,161	+38%	+$479K	0.02%	463
2016 Q3	$1.3M	Sell	3,036 -194	-6%	-$82.6K	0.01%	528
2016 Q2	$1.34M	Buy	3,230 +1,426	+79%	+$575K	0.01%	523
2016 Q1	$715K	Buy	+1,804	New	+$662K	0.01%	641

Other funds holding NEU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors increased its NewMarket (NEU) stake by 4% in Q3 2023, buying an estimated $18.5K and bringing the position to 1,075 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

JP Morgan Private Wealth Advisors first reported a position in NEU in Q1 2016 and has held it in 31 quarters since. The position peaked at $5.1M in Q4 2019. 279 funds tracked by Wall St. Rank hold NEU as of Q3 2023.

JP Morgan Private Wealth Advisors held 1,075 shares of NewMarket worth $489K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 41 NewMarket shares in Q3 2023, an estimated $18.5K.
NewMarket made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1250 holding.
JP Morgan Private Wealth Advisors first reported a position in NewMarket in Q1 2016 and has held it in 31 quarters since.
JP Morgan Private Wealth Advisors's NewMarket position peaked at $5.1M in Q4 2019.
279 funds tracked by Wall St. Rank held NewMarket as of Q3 2023.

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