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JP Morgan Private Wealth Advisors’s UFP Industries UFPI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio UFPI Stock Details UFPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$441K Sell
4,310
-114
-3% -$11.5K ﹤0.01% 1297
2023
Q2 		$429K Sell
4,424
-1,545
-26% -$129K ﹤0.01% 1099
2023
Q1 		$474K Buy
5,969
+101
+2% +$8.64K ﹤0.01% 1498
2022
Q4 		$465K Sell
5,868
-589
-9% -$45K ﹤0.01% 1498
2022
Q3 		$466K Sell
6,457
-58
-0.9% -$4.61K ﹤0.01% 1491
2022
Q2 		$444K Buy
6,515
+811
+14% +$61.1K ﹤0.01% 1500
2022
Q1 		$440K Sell
5,704
-968
-15% -$80.8K ﹤0.01% 1589
2021
Q4 		$614K Buy
6,672
+972
+17% +$81.7K ﹤0.01% 1469
2021
Q3 		$387K Sell
5,700
-323
-5% -$23.5K ﹤0.01% 1606
2021
Q2 		$448K Sell
6,023
-130
-2% -$10.3K ﹤0.01% 1522
2021
Q1 		$467K Sell
6,153
-477
-7% -$29.9K ﹤0.01% 1342
2020
Q4 		$368K Buy
6,630
+523
+9% +$28.7K ﹤0.01% 1409
2020
Q3 		$345K Buy
6,107
+112
+2% +$6.32K ﹤0.01% 1302
2020
Q2 		$297K Buy
5,995
+574
+11% +$24.4K ﹤0.01% 1307
2020
Q1 		$202K Buy
+5,421
New +$249K ﹤0.01% 1296

Other funds holding UFPI

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its UFP Industries (UFPI) stake by 2.6% in Q3 2023, selling an estimated $11.5K and leaving 4,310 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

JP Morgan Private Wealth Advisors first reported a position in UFPI in Q1 2020 and has held it in 15 quarters since. The position peaked at $614K in Q4 2021. 362 funds tracked by Wall St. Rank hold UFPI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 4,310 shares of UFP Industries worth $441K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 114 UFP Industries shares in Q3 2023, an estimated $11.5K.
  • UFP Industries made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1297 holding.
  • JP Morgan Private Wealth Advisors first reported a position in UFP Industries in Q1 2020 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's UFP Industries position peaked at $614K in Q4 2021.
  • 362 funds tracked by Wall St. Rank held UFP Industries as of Q3 2023.

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