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JP Morgan Private Wealth Advisors’s Pultegroup PHM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.2M Sell
16,206
-1,346
-8% -$107K ﹤0.01% 916
2023
Q2 		$1.36M Sell
17,552
-11,057
-39% -$749K 0.01% 675
2023
Q1 		$1.67M Sell
28,609
-4,825
-14% -$261K ﹤0.01% 950
2022
Q4 		$1.52M Sell
33,434
-16
-0% -$674 ﹤0.01% 948
2022
Q3 		$1.25M Sell
33,450
-1,928
-5% -$81.1K ﹤0.01% 1035
2022
Q2 		$1.4M Sell
35,378
-151,613
-81% -$6.39M ﹤0.01% 975
2022
Q1 		$7.83M Buy
186,991
+15,570
+9% +$773K 0.02% 508
2021
Q4 		$9.8M Buy
171,421
+98,088
+134% +$5.03M 0.02% 438
2021
Q3 		$3.37M Buy
73,333
+43,977
+150% +$2.29M 0.01% 704
2021
Q2 		$1.6M Buy
29,356
+3,581
+14% +$200K ﹤0.01% 978
2021
Q1 		$1.35M Buy
25,775
+19,720
+326% +$920K ﹤0.01% 909
2020
Q4 		$261K Buy
6,055
+373
+7% +$16.5K ﹤0.01% 1554
2020
Q3 		$263K Sell
5,682
-11,679
-67% -$500K ﹤0.01% 1415
2020
Q2 		$591K Buy
+17,361
New +$521K ﹤0.01% 1013
2019
Q4 		– Sell
-11,601
Closed -$424K – 1495
2019
Q3 		$424K Sell
11,601
-9,708
-46% -$323K ﹤0.01% 1052
2019
Q2 		$674K Sell
21,309
-11,637
-35% -$363K ﹤0.01% 884
2019
Q1 		$921K Buy
32,946
+79
+0.2% +$2.15K ﹤0.01% 826
2018
Q4 		$854K Buy
32,867
+3,735
+13% +$92.4K 0.01% 800
2018
Q3 		$722K Buy
29,132
+20,195
+226% +$572K ﹤0.01% 936
2018
Q2 		$257K Buy
8,937
+910
+11% +$27.4K ﹤0.01% 1267
2018
Q1 		$237K Buy
8,027
+1,859
+30% +$57.7K ﹤0.01% 1135
2017
Q4 		$205K Buy
+6,168
New +$192K ﹤0.01% 1179
2017
Q3 		– Sell
-21,873
Closed -$537K – 1273
2017
Q2 		$537K Buy
21,873
+2,559
+13% +$59.7K ﹤0.01% 817
2017
Q1 		$455K Buy
19,314
+4,473
+30% +$96.4K ﹤0.01% 897
2016
Q4 		$273K Buy
+14,841
New +$282K ﹤0.01% 1042
2014
Q1 		– Sell
-130,858
Closed -$2.67M – 885
2013
Q4 		$2.67M Buy
+130,858
New +$2.32M 0.05% 227

Other funds holding PHM

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Pultegroup (PHM) stake by 7.7% in Q3 2023, selling an estimated $107K and leaving 16,206 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #916.

JP Morgan Private Wealth Advisors first reported a position in PHM in Q4 2013 and has held it in 26 quarters since. The position peaked at $9.8M in Q4 2021. 760 funds tracked by Wall St. Rank hold PHM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 16,206 shares of Pultegroup worth $1.2M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,346 Pultegroup shares in Q3 2023, an estimated $107K.
  • Pultegroup made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #916 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Pultegroup in Q4 2013 and has held it in 26 quarters since.
  • JP Morgan Private Wealth Advisors's Pultegroup position peaked at $9.8M in Q4 2021.
  • 760 funds tracked by Wall St. Rank held Pultegroup as of Q3 2023.

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