JP Morgan Private Wealth Advisors’s Construction Partners ROAD Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ROAD Stock Details ROAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$771K	Sell	21,102 -1,414	-6%	-$46.7K	﹤0.01%	1074
2023 Q2	$707K	Sell	22,516 -10,562	-32%	-$302K	﹤0.01%	887
2023 Q1	$891K	Buy	33,078 +928	+3%	+$25.3K	﹤0.01%	1211
2022 Q4	$858K	Sell	32,150 -5,558	-15%	-$159K	﹤0.01%	1218
2022 Q3	$989K	Sell	37,708 -3,090	-8%	-$81K	﹤0.01%	1141
2022 Q2	$854K	Buy	40,798 +17,052	+72%	+$403K	﹤0.01%	1219
2022 Q1	$622K	Buy	23,746 +107	+0.5%	+$2.82K	﹤0.01%	1438
2021 Q4	$695K	Buy	23,639 +1,364	+6%	+$47.6K	﹤0.01%	1410
2021 Q3	$743K	Buy	22,275 +1,676	+8%	+$55.1K	﹤0.01%	1346
2021 Q2	$647K	Buy	20,599 +5,876	+40%	+$185K	﹤0.01%	1387
2021 Q1	$440K	Sell	14,723 -465	-3%	-$14K	﹤0.01%	1367
2020 Q4	$442K	Buy	15,188 +635	+4%	+$15.2K	﹤0.01%	1334
2020 Q3	$265K	Buy	+14,553	New	+$261K	﹤0.01%	1411

Other funds holding ROAD

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Construction Partners (ROAD) stake by 6.3% in Q3 2023, selling an estimated $46.7K and leaving 21,102 shares worth $771K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

JP Morgan Private Wealth Advisors first reported a position in ROAD in Q3 2020 and has held it in 13 quarters since. The position peaked at $989K in Q3 2022. 179 funds tracked by Wall St. Rank hold ROAD as of Q3 2023.

JP Morgan Private Wealth Advisors held 21,102 shares of Construction Partners worth $771K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,414 Construction Partners shares in Q3 2023, an estimated $46.7K.
Construction Partners made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1074 holding.
JP Morgan Private Wealth Advisors first reported a position in Construction Partners in Q3 2020 and has held it in 13 quarters since.
JP Morgan Private Wealth Advisors's Construction Partners position peaked at $989K in Q3 2022.
179 funds tracked by Wall St. Rank held Construction Partners as of Q3 2023.

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