JMPWA
UCTT

JP Morgan Private Wealth Advisors’s Ultra Clean Holdings UCTT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio UCTT Stock Details UCTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$5.13M Sell
172,883
-73,100
-30% -$2.46M 0.01% 497
2023
Q2 		$9.46M Sell
245,983
-220,413
-47% -$7.09M 0.05% 239
2023
Q1 		$15.5M Sell
466,396
-274,005
-37% -$9.06M 0.03% 348
2022
Q4 		$24.5M Buy
+740,401
New +$23.6M 0.05% 281

Other funds holding UCTT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Ultra Clean Holdings (UCTT) stake by 30% in Q3 2023, selling an estimated $2.46M and leaving 172,883 shares worth $5.13M. The position accounts for 0.01% of the portfolio, ranked #497.

JP Morgan Private Wealth Advisors first reported a position in UCTT in Q4 2022 and has held it in 4 quarters since. The position peaked at $24.5M in Q4 2022. 205 funds tracked by Wall St. Rank hold UCTT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 172,883 shares of Ultra Clean Holdings worth $5.13M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 73,100 Ultra Clean Holdings shares in Q3 2023, an estimated $2.46M.
  • Ultra Clean Holdings made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #497 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Ultra Clean Holdings in Q4 2022 and has held it in 4 quarters since.
  • JP Morgan Private Wealth Advisors's Ultra Clean Holdings position peaked at $24.5M in Q4 2022.
  • 205 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q3 2023.

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