JMPWA
WIRE

JP Morgan Private Wealth Advisors’s Encore Wire Corp WIRE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio WIRE Stock Details WIRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$6.41M Buy
35,139
+102
+0.3% +$17.3K 0.02% 457
2023
Q2 		$6.51M Sell
35,037
-2,664
-7% -$451K 0.03% 299
2023
Q1 		$6.99M Sell
37,701
-1,258
-3% -$214K 0.01% 514
2022
Q4 		$5.36M Buy
+38,959
New +$5.39M 0.01% 561

Other funds holding WIRE

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Encore Wire Corp (WIRE) stake by 0.29% in Q3 2023, buying an estimated $17.3K and bringing the position to 35,139 shares worth $6.41M. The position accounts for 0.02% of the portfolio, ranked #457.

JP Morgan Private Wealth Advisors first reported a position in WIRE in Q4 2022 and has held it in 4 quarters since. The position peaked at $6.99M in Q1 2023. 340 funds tracked by Wall St. Rank hold WIRE as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 35,139 shares of Encore Wire Corp worth $6.41M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 102 Encore Wire Corp shares in Q3 2023, an estimated $17.3K.
  • Encore Wire Corp made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #457 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Encore Wire Corp in Q4 2022 and has held it in 4 quarters since.
  • JP Morgan Private Wealth Advisors's Encore Wire Corp position peaked at $6.99M in Q1 2023.
  • 340 funds tracked by Wall St. Rank held Encore Wire Corp as of Q3 2023.

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