JP Morgan Private Wealth Advisors’s Nucor NUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$10.1M Sell
64,653
-9,531
-13% -$1.58M 0.03% 375
2023
Q2
$12.2M Sell
74,184
-65,312
-47% -$9.54M 0.06% 208
2023
Q1
$21.5M Buy
139,496
+4,900
+4% +$780K 0.05% 297
2022
Q4
$17.7M Buy
134,596
+14,621
+12% +$1.99M 0.04% 325
2022
Q3
$12.8M Sell
119,975
-88,119
-42% -$11.1M 0.03% 346
2022
Q2
$21.7M Buy
208,094
+76,354
+58% +$10.3M 0.06% 273
2022
Q1
$19.6M Buy
131,740
+23,057
+21% +$2.83M 0.04% 327
2021
Q4
$12.4M Buy
108,683
+31,194
+40% +$3.41M 0.03% 398
2021
Q3
$7.63M Sell
77,489
-2,623
-3% -$279K 0.02% 485
2021
Q2
$7.68M Buy
80,112
+4,497
+6% +$421K 0.02% 479
2021
Q1
$6.07M Sell
75,615
-5,055
-6% -$306K 0.02% 464
2020
Q4
$4.29M Buy
80,670
+61,936
+331% +$3.2M 0.01% 526
2020
Q3
$840K Buy
18,734
+2,874
+18% +$127K ﹤0.01% 949
2020
Q2
$657K Sell
15,860
-3,211
-17% -$130K ﹤0.01% 968
2020
Q1
$687K Buy
19,071
+2,368
+14% +$105K ﹤0.01% 826
2019
Q4
$940K Buy
16,703
+3,564
+27% +$194K ﹤0.01% 816
2019
Q3
$669K Sell
13,139
-1,253
-9% -$65.4K ﹤0.01% 904
2019
Q2
$793K Sell
14,392
-3,388
-19% -$186K ﹤0.01% 822
2019
Q1
$1.04M Sell
17,780
-4,284
-19% -$251K 0.01% 787
2018
Q4
$1.14M Sell
22,064
-7,967
-27% -$471K 0.01% 713
2018
Q3
$1.91M Buy
30,031
+8,750
+41% +$560K 0.01% 640
2018
Q2
$1.33M Buy
21,281
+8,193
+63% +$523K 0.01% 693
2018
Q1
$800K Sell
13,088
-3,004
-19% -$199K 0.01% 706
2017
Q4
$1.02M Sell
16,092
-1,659
-9% -$97K 0.01% 648
2017
Q3
$994K Buy
17,751
+393
+2% +$22.2K 0.01% 635
2017
Q2
$1M Sell
17,358
-8,833
-34% -$518K 0.01% 622
2017
Q1
$1.56M Buy
26,191
+14,117
+117% +$862K 0.01% 525
2016
Q4
$718K Buy
12,074
+1,532
+15% +$85.7K 0.01% 694
2016
Q3
$521K Buy
10,542
+249
+2% +$12.7K ﹤0.01% 775
2016
Q2
$508K Sell
10,293
-1,036
-9% -$50.5K ﹤0.01% 773
2016
Q1
$536K Sell
11,329
-484
-4% -$19.7K 0.01% 738
2015
Q4
$476K Buy
11,813
+471
+4% +$19.3K ﹤0.01% 706
2015
Q3
$426K Sell
11,342
-352
-3% -$15.1K 0.01% 668
2015
Q2
$515K Sell
11,694
-5,345
-31% -$257K 0.01% 660
2015
Q1
$810K Sell
17,039
-2,293
-12% -$107K 0.01% 584
2014
Q4
$948K Buy
19,332
+8,783
+83% +$457K 0.01% 540
2014
Q3
$573K Buy
10,549
+680
+7% +$35.9K 0.01% 655
2014
Q2
$486K Buy
9,869
+884
+10% +$45.4K 0.01% 571
2014
Q1
$454K Buy
8,985
+5,009
+126% +$251K 0.01% 600
2013
Q4
$212K Buy
+3,976
New +$205K ﹤0.01% 601

Other funds holding NUE

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

JP Morgan Private Wealth Advisors reduced its Nucor (NUE) stake by 13% in Q3 2023, selling an estimated $1.58M and leaving 64,653 shares worth $10.1M. The position accounts for 0.03% of the portfolio, ranked #375.

JP Morgan Private Wealth Advisors first reported a position in NUE in Q4 2013 and has held it in 40 quarters since. The position peaked at $21.7M in Q2 2022. 1,161 funds tracked by Wall St. Rank hold NUE as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 64,653 shares of Nucor worth $10.1M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 9,531 Nucor shares in Q3 2023, an estimated $1.58M.
  • Nucor made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #375 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Nucor in Q4 2013 and has held it in 40 quarters since.
  • JP Morgan Private Wealth Advisors's Nucor position peaked at $21.7M in Q2 2022.
  • 1,161 funds tracked by Wall St. Rank held Nucor as of Q3 2023.

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