JP Morgan Private Wealth Advisors’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$291K	Buy	9,351 +573	+7%	+$20.4K	﹤0.01%	1491
2023 Q2	$332K	Buy	+8,778	New	+$272K	﹤0.01%	1204
2016 Q4	–	Sell	-10,472	Closed	-$186K	–	1308
2016 Q3	$186K	Buy	+10,472	New	+$203K	﹤0.01%	1154
2016 Q2	–	Sell	-13,705	Closed	-$255K	–	1324
2016 Q1	$255K	Buy	13,705 +1,336	+11%	+$21.9K	﹤0.01%	1004
2015 Q4	$238K	Buy	12,369 +673	+6%	+$13.7K	﹤0.01%	961
2015 Q3	$207K	Buy	+11,696	New	+$269K	﹤0.01%	926

Other funds holding SUM

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Summit Materials, Inc. Class A Common Stock (SUM) stake by 6.5% in Q3 2023, buying an estimated $20.4K and bringing the position to 9,351 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

JP Morgan Private Wealth Advisors first reported a position in SUM in Q3 2015 and has held it in 6 quarters since. The position peaked at $332K in Q2 2023. 293 funds tracked by Wall St. Rank hold SUM as of Q3 2023.

JP Morgan Private Wealth Advisors held 9,351 shares of Summit Materials, Inc. Class A Common Stock worth $291K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 573 Summit Materials, Inc. Class A Common Stock shares in Q3 2023, an estimated $20.4K.
Summit Materials, Inc. Class A Common Stock made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1491 holding.
JP Morgan Private Wealth Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q3 2015 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's Summit Materials, Inc. Class A Common Stock position peaked at $332K in Q2 2023.
293 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q3 2023.

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