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JP Morgan Private Wealth Advisors’s White Mountains Insurance WTM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$847K Buy
566
+17
+3% +$26.1K ﹤0.01% 1043
2023
Q2 		$763K Sell
549
-285
-34% -$401K ﹤0.01% 863
2023
Q1 		$1.15M Sell
834
-1,423
-63% -$2.04M ﹤0.01% 1108
2022
Q4 		$3.19M Sell
2,257
-1,356
-38% -$1.84M 0.01% 698
2022
Q3 		$4.71M Buy
3,613
+591
+20% +$765K 0.01% 572
2022
Q2 		$3.77M Buy
3,022
+995
+49% +$1.16M 0.01% 650
2022
Q1 		$2.3M Buy
2,027
+10
+0.5% +$10.5K 0.01% 855
2021
Q4 		$2.04M Buy
2,017
+88
+5% +$93K ﹤0.01% 907
2021
Q3 		$2.06M Buy
1,929
+108
+6% +$121K 0.01% 888
2021
Q2 		$2.09M Buy
1,821
+39
+2% +$45.5K 0.01% 861
2021
Q1 		$1.99M Sell
1,782
-28
-2% -$31.3K 0.01% 769
2020
Q4 		$1.81M Sell
1,810
-16
-0.9% -$15.1K 0.01% 773
2020
Q3 		$1.42M Sell
1,826
-380
-17% -$329K 0.01% 753
2020
Q2 		$1.96M Sell
2,206
-1,659
-43% -$1.5M 0.01% 590
2020
Q1 		$3.52M Buy
3,865
+20
+0.5% +$20.7K 0.02% 423
2019
Q4 		$4.29M Sell
3,845
-6
-0.2% -$6.54K 0.02% 452
2019
Q3 		$4.16M Sell
3,851
-111
-3% -$118K 0.02% 446
2019
Q2 		$4.05M Sell
3,962
-58
-1% -$55.8K 0.02% 431
2019
Q1 		$3.72M Hold
4,020
– – 0.02% 474
2018
Q4 		$3.45M Buy
4,020
+3,115
+344% +$2.78M 0.02% 443
2018
Q3 		$847K Hold
905
– – ﹤0.01% 882
2018
Q2 		$821K Buy
905
+205
+29% +$181K ﹤0.01% 836
2018
Q1 		$576K Sell
700
-6
-0.8% -$4.95K ﹤0.01% 824
2017
Q4 		$601K Sell
706
-109
-13% -$95.3K ﹤0.01% 813
2017
Q3 		$699K Sell
815
-7
-0.9% -$6.02K 0.01% 732
2017
Q2 		$714K Buy
822
+276
+51% +$239K 0.01% 706
2017
Q1 		$481K Buy
546
+6
+1% +$5.37K ﹤0.01% 873
2016
Q4 		$452K Buy
540
+57
+12% +$47.8K ﹤0.01% 842
2016
Q3 		$401K Buy
483
+69
+17% +$56.9K ﹤0.01% 870
2016
Q2 		$349K Sell
414
-4
-1% -$3.26K ﹤0.01% 911
2016
Q1 		$335K Buy
+418
New +$313K ﹤0.01% 907
2015
Q2 		– Sell
-1,335
Closed -$914K – 1146
2015
Q1 		$914K Sell
1,335
-6
-0.4% -$3.96K 0.01% 548
2014
Q4 		$845K Hold
1,341
– – 0.01% 572
2014
Q3 		$845K Hold
1,341
– – 0.01% 548
2014
Q2 		$816K Sell
1,341
-50
-4% -$29.8K 0.01% 453
2014
Q1 		$835K Buy
1,391
+39
+3% +$22.8K 0.02% 440
2013
Q4 		$815K Buy
1,352
+35
+3% +$20.6K 0.02% 381
2013
Q3 		$748K Buy
1,317
+25
+2% +$14.5K 0.02% 372
2013
Q2 		$743K Buy
+1,292
New +$754K 0.02% 358

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its White Mountains Insurance (WTM) stake by 3.1% in Q3 2023, buying an estimated $26.1K and bringing the position to 566 shares worth $847K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

JP Morgan Private Wealth Advisors first reported a position in WTM in Q2 2013 and has held it in 39 quarters since. The position peaked at $4.71M in Q3 2022. 271 funds tracked by Wall St. Rank hold WTM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 566 shares of White Mountains Insurance worth $847K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 17 White Mountains Insurance shares in Q3 2023, an estimated $26.1K.
  • White Mountains Insurance made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1043 holding.
  • JP Morgan Private Wealth Advisors first reported a position in White Mountains Insurance in Q2 2013 and has held it in 39 quarters since.
  • JP Morgan Private Wealth Advisors's White Mountains Insurance position peaked at $4.71M in Q3 2022.
  • 271 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2023.

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