JMPWA
P

JP Morgan Private Wealth Advisors’s Everpure Inc P Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2M Buy
+56,272
New +$2.09M 0.01% 733
2023
Q2 		– Sell
-67,234
Closed -$1.72M – 1812
2023
Q1 		$1.72M Buy
67,234
+21,000
+45% +$567K ﹤0.01% 939
2022
Q4 		$1.24M Buy
46,234
+14,681
+47% +$427K ﹤0.01% 1045
2022
Q3 		$864K Buy
31,553
+48
+0.2% +$1.36K ﹤0.01% 1211
2022
Q2 		$810K Sell
31,505
-7,071
-18% -$196K ﹤0.01% 1240
2022
Q1 		$1.36M Buy
38,576
+7,709
+25% +$224K ﹤0.01% 1071
2021
Q4 		$1M Buy
30,867
+191
+0.6% +$5.54K ﹤0.01% 1239
2021
Q3 		$772K Buy
30,676
+412
+1% +$9.1K ﹤0.01% 1323
2021
Q2 		$591K Buy
30,264
+86
+0.3% +$1.69K ﹤0.01% 1417
2021
Q1 		$650K Hold
30,178
– – ﹤0.01% 1217
2020
Q4 		$682K Hold
30,178
– – ﹤0.01% 1158
2020
Q3 		$464K Sell
30,178
-30
-0.1% -$490 ﹤0.01% 1192
2020
Q2 		$524K Hold
30,208
– – ﹤0.01% 1069
2020
Q1 		$372K Hold
30,208
– – ﹤0.01% 1050
2019
Q4 		$517K Hold
30,208
– – ﹤0.01% 1036
2019
Q3 		$512K Buy
30,208
+9
+0% +$141 ﹤0.01% 999
2019
Q2 		$461K Sell
30,199
-109,669
-78% -$2.14M ﹤0.01% 1024
2019
Q1 		$3.05M Sell
139,868
-3,000
-2% -$57K 0.02% 528
2018
Q4 		$2.3M Sell
142,868
-75,098
-34% -$1.48M 0.01% 543
2018
Q3 		$5.66M Sell
217,966
-5,450
-2% -$135K 0.03% 403
2018
Q2 		$5.33M Sell
223,416
-36,424
-14% -$801K 0.03% 388
2018
Q1 		$5.18M Sell
259,840
-78,937
-23% -$1.55M 0.04% 319
2017
Q4 		$5.37M Buy
338,777
+235,519
+228% +$3.93M 0.04% 322
2017
Q3 		$1.65M Buy
103,258
+63,392
+159% +$869K 0.01% 511
2017
Q2 		$511K Buy
39,866
+5,188
+15% +$60.4K ﹤0.01% 834
2017
Q1 		$341K Sell
34,678
-7,103
-17% -$78.7K ﹤0.01% 1020
2016
Q4 		$472K Buy
41,781
+5,416
+15% +$70.2K ﹤0.01% 827
2016
Q3 		$493K Buy
+36,365
New +$454K ﹤0.01% 788

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Everpure Inc (P) in Q3 2023: 56,272 shares worth $2M. The stake represents 0.01% of the portfolio and ranks #733 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in P as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in P in Q3 2016 and has held it in 28 quarters since. The position peaked at $5.66M in Q3 2018. 466 funds tracked by Wall St. Rank hold P as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 56,272 shares of Everpure Inc worth $2M as of Q3 2023.
  • Everpure Inc was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Everpure Inc made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #733 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Everpure Inc in Q3 2016 and has held it in 28 quarters since.
  • JP Morgan Private Wealth Advisors's Everpure Inc position peaked at $5.66M in Q3 2018.
  • 466 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2023.

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