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JP Morgan Private Wealth Advisors’s UWM Holdings UWMC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,060
Closed -$29K – 2007
2022
Q3 		$29K Buy
10,060
+60
+0.6% +$221 ﹤0.01% 1904
2022
Q2 		$35K Buy
+10,000
New +$38.3K ﹤0.01% 1902

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

JP Morgan Private Wealth Advisors's UWMC Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of UWM Holdings (UWMC) in Q4 2022, closing a stake of 10,060 shares — an estimated $29K sold.

JP Morgan Private Wealth Advisors first reported a position in UWMC in Q2 2022 and held it in 2 quarters. The position peaked at $35K in Q2 2022. 154 funds tracked by Wall St. Rank hold UWMC as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining UWM Holdings position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,060 UWM Holdings shares in Q4 2022, an estimated $29K.
  • JP Morgan Private Wealth Advisors first reported a position in UWM Holdings in Q2 2022 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's UWM Holdings position peaked at $35K in Q2 2022.
  • 154 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.