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JP Morgan Private Wealth Advisors’s Spire SR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,474
Closed -$251K – 1977
2021
Q2 		$251K Buy
+3,474
New +$259K ﹤0.01% 1739

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SR Position: Q3 2021 in Review

JP Morgan Private Wealth Advisors sold out of Spire (SR) in Q3 2021, closing a stake of 3,474 shares — an estimated $251K sold.

JP Morgan Private Wealth Advisors first reported a position in SR in Q2 2021 and held it in 1 quarter. The position peaked at $251K in Q2 2021. 263 funds tracked by Wall St. Rank hold SR as of Q3 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Spire position as of Q3 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,474 Spire shares in Q3 2021, an estimated $251K.
  • JP Morgan Private Wealth Advisors first reported a position in Spire in Q2 2021 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Spire position peaked at $251K in Q2 2021.
  • 263 funds tracked by Wall St. Rank held Spire as of Q3 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.