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JP Morgan Private Wealth Advisors’s Perimeter Solutions PRM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PRM Stock Details PRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$46.2K Buy
10,170
+26
+0.3% +$145 ﹤0.01% 1704
2023
Q2 		$62.4K Sell
10,144
-1,445
-12% -$9.68K ﹤0.01% 1450
2023
Q1 		$93.6K Buy
+11,589
New +$99.9K ﹤0.01% 1901

Other funds holding PRM

WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
ECM
Ensemble Capital Management San Francisco, California $1.18B AUM 41.81% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Perimeter Solutions (PRM) stake by 0.26% in Q3 2023, buying an estimated $145 and bringing the position to 10,170 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

JP Morgan Private Wealth Advisors first reported a position in PRM in Q1 2023 and has held it in 3 quarters since. The position peaked at $93.6K in Q1 2023. 142 funds tracked by Wall St. Rank hold PRM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 10,170 shares of Perimeter Solutions worth $46.2K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 26 Perimeter Solutions shares in Q3 2023, an estimated $145.
  • Perimeter Solutions made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1704 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Perimeter Solutions in Q1 2023 and has held it in 3 quarters since.
  • JP Morgan Private Wealth Advisors's Perimeter Solutions position peaked at $93.6K in Q1 2023.
  • 142 funds tracked by Wall St. Rank held Perimeter Solutions as of Q3 2023.

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