JMPWA
TMHC

JP Morgan Private Wealth Advisors’s Taylor Morrison TMHC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TMHC Stock Details TMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,208
Closed -$391K – 1878
2023
Q1 		$391K Sell
10,208
-627
-6% -$22K ﹤0.01% 1570
2022
Q4 		$329K Sell
10,835
-2,689
-20% -$74.9K ﹤0.01% 1625
2022
Q3 		$315K Buy
13,524
+72
+0.5% +$1.87K ﹤0.01% 1635
2022
Q2 		$314K Sell
13,452
-1,137
-8% -$30.1K ﹤0.01% 1626
2022
Q1 		$397K Sell
14,589
-496
-3% -$15.1K ﹤0.01% 1633
2021
Q4 		$527K Sell
15,085
-1,592
-10% -$49.7K ﹤0.01% 1531
2021
Q3 		$430K Sell
16,677
-687
-4% -$18.2K ﹤0.01% 1560
2021
Q2 		$459K Sell
17,364
-372
-2% -$11K ﹤0.01% 1510
2021
Q1 		$546K Buy
17,736
+3,899
+28% +$109K ﹤0.01% 1279
2020
Q4 		$355K Buy
+13,837
New +$353K ﹤0.01% 1429

Other funds holding TMHC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Private Wealth Advisors's TMHC Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Taylor Morrison (TMHC) in Q2 2023, closing a stake of 10,208 shares — an estimated $391K sold.

JP Morgan Private Wealth Advisors first reported a position in TMHC in Q4 2020 and held it in 10 quarters. The position peaked at $546K in Q1 2021. 367 funds tracked by Wall St. Rank hold TMHC as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Taylor Morrison position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,208 Taylor Morrison shares in Q2 2023, an estimated $391K.
  • JP Morgan Private Wealth Advisors first reported a position in Taylor Morrison in Q4 2020 and held it in 10 quarters.
  • JP Morgan Private Wealth Advisors's Taylor Morrison position peaked at $546K in Q1 2021.
  • 367 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.