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JP Morgan Private Wealth Advisors’s Owens Corning OC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.23M Buy
+8,985
New +$1.23M ﹤0.01% 909
2023
Q2 		– Sell
-6,164
Closed -$591K – 1777
2023
Q1 		$591K Sell
6,164
-169
-3% -$16K ﹤0.01% 1406
2022
Q4 		$540K Buy
6,333
+3,678
+139% +$322K ﹤0.01% 1443
2022
Q3 		$209K Buy
+2,655
New +$223K ﹤0.01% 1792
2022
Q2 		– Sell
-8,379
Closed -$767K – 1997
2022
Q1 		$767K Buy
+8,379
New +$770K ﹤0.01% 1337
2018
Q1 		– Sell
-4,082
Closed -$375K – 1353
2017
Q4 		$375K Sell
4,082
-254
-6% -$21.4K ﹤0.01% 971
2017
Q3 		$335K Buy
4,336
+958
+28% +$67K ﹤0.01% 987
2017
Q2 		$226K Buy
3,378
+91
+3% +$5.71K ﹤0.01% 1112
2017
Q1 		$202K Sell
3,287
-623
-16% -$35.7K ﹤0.01% 1243
2016
Q4 		$202K Buy
+3,910
New +$203K ﹤0.01% 1161

Other funds holding OC

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Owens Corning (OC) in Q3 2023: 8,985 shares worth $1.23M. The stake represents ﹤0.01% of the portfolio and ranks #909 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in OC as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in OC in Q4 2016 and has held it in 10 quarters since. 612 funds tracked by Wall St. Rank hold OC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 8,985 shares of Owens Corning worth $1.23M as of Q3 2023.
  • Owens Corning was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Owens Corning made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #909 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Owens Corning in Q4 2016 and has held it in 10 quarters since.
  • 612 funds tracked by Wall St. Rank held Owens Corning as of Q3 2023.

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