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JP Morgan Private Wealth Advisors’s Rio Tinto RIO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio RIO Stock Details RIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.8M Buy
+43,943
New +$2.8M 0.01% 639
2023
Q2 		– Sell
-65,333
Closed -$4.48M – 1831
2023
Q1 		$4.48M Sell
65,333
-124,679
-66% -$9.05M 0.01% 617
2022
Q4 		$13.5M Sell
190,012
-2,587
-1% -$162K 0.03% 367
2022
Q3 		$10.6M Buy
192,599
+7,742
+4% +$446K 0.03% 387
2022
Q2 		$11.3M Buy
184,857
+18,362
+11% +$1.32M 0.03% 375
2022
Q1 		$13.4M Sell
166,495
-16,679
-9% -$1.27M 0.03% 384
2021
Q4 		$12.3M Buy
183,174
+7,100
+4% +$460K 0.03% 401
2021
Q3 		$11.8M Sell
176,074
-19,811
-10% -$1.55M 0.03% 397
2021
Q2 		$16.4M Buy
195,885
+20,092
+11% +$1.73M 0.04% 344
2021
Q1 		$13.7M Buy
175,793
+23,153
+15% +$1.9M 0.04% 334
2020
Q4 		$11.5M Sell
152,640
-10,282
-6% -$675K 0.04% 344
2020
Q3 		$9.84M Buy
162,922
+20,874
+15% +$1.28M 0.04% 329
2020
Q2 		$7.98M Sell
142,048
-9,734
-6% -$493K 0.04% 315
2020
Q1 		$6.92M Buy
151,782
+54,223
+56% +$2.78M 0.04% 308
2019
Q4 		$5.79M Buy
97,559
+84,496
+647% +$4.58M 0.03% 396
2019
Q3 		$680K Buy
13,063
+1,028
+9% +$55.8K ﹤0.01% 896
2019
Q2 		$750K Buy
12,035
+5,041
+72% +$302K ﹤0.01% 849
2019
Q1 		$412K Sell
6,994
-6,209
-47% -$341K ﹤0.01% 1094
2018
Q4 		$640K Sell
13,203
-801
-6% -$39.1K ﹤0.01% 880
2018
Q3 		$715K Buy
14,004
+4,029
+40% +$205K ﹤0.01% 941
2018
Q2 		$553K Buy
9,975
+884
+10% +$49.5K ﹤0.01% 974
2018
Q1 		$468K Buy
9,091
+3,577
+65% +$195K ﹤0.01% 889
2017
Q4 		$292K Sell
5,514
-532
-9% -$26K ﹤0.01% 1066
2017
Q3 		$285K Buy
+6,046
New +$281K ﹤0.01% 1035
2017
Q2 		– Sell
-6,747
Closed -$274K – 1337
2017
Q1 		$274K Sell
6,747
-697
-9% -$29.6K ﹤0.01% 1103
2016
Q4 		$286K Buy
+7,444
New +$273K ﹤0.01% 1014
2016
Q1 		– Sell
-34,048
Closed -$991K – 1288
2015
Q4 		$991K Buy
34,048
+28,026
+465% +$948K 0.01% 528
2015
Q3 		$204K Sell
6,022
-8,954
-60% -$335K ﹤0.01% 933
2015
Q2 		$617K Buy
14,976
+1,307
+10% +$57.4K 0.01% 614
2015
Q1 		$566K Sell
13,669
-884
-6% -$40K 0.01% 687
2014
Q4 		$670K Sell
14,553
-1,755
-11% -$82.7K 0.01% 626
2014
Q3 		$802K Buy
16,308
+9,577
+142% +$529K 0.01% 570
2014
Q2 		$365K Sell
6,731
-764
-10% -$41.4K 0.01% 658
2014
Q1 		$418K Buy
7,495
+1,531
+26% +$83.4K 0.01% 625
2013
Q4 		$337K Buy
5,964
+890
+18% +$46.3K 0.01% 519
2013
Q3 		$247K Buy
+5,074
New +$237K 0.01% 551

Other funds holding RIO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Rio Tinto (RIO) in Q3 2023: 43,943 shares worth $2.8M. The stake represents 0.01% of the portfolio and ranks #639 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in RIO as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in RIO in Q3 2013 and has held it in 36 quarters since. The position peaked at $16.4M in Q2 2021. 714 funds tracked by Wall St. Rank hold RIO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 43,943 shares of Rio Tinto worth $2.8M as of Q3 2023.
  • Rio Tinto was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Rio Tinto made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #639 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Rio Tinto in Q3 2013 and has held it in 36 quarters since.
  • JP Morgan Private Wealth Advisors's Rio Tinto position peaked at $16.4M in Q2 2021.
  • 714 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2023.

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