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JP Morgan Private Wealth Advisors’s Watts Water Technologies WTS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio WTS Stock Details WTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$526K Buy
3,046
+24
+0.8% +$4.39K ﹤0.01% 1230
2023
Q2 		$555K Sell
3,022
-1,769
-37% -$296K ﹤0.01% 986
2023
Q1 		$806K Buy
4,791
+1,493
+45% +$246K ﹤0.01% 1271
2022
Q4 		$482K Buy
3,298
+1,293
+64% +$186K ﹤0.01% 1487
2022
Q3 		$252K Buy
+2,005
New +$272K ﹤0.01% 1728
2020
Q4 		– Sell
-4,591
Closed -$460K – 1740
2020
Q3 		$460K Sell
4,591
-357
-7% -$32.6K ﹤0.01% 1196
2020
Q2 		$401K Buy
+4,948
New +$399K ﹤0.01% 1199
2017
Q1 		– Sell
-5,406
Closed -$353K – 1373
2016
Q4 		$353K Buy
5,406
+420
+8% +$27.5K ﹤0.01% 932
2016
Q3 		$323K Sell
4,986
-300
-6% -$18.8K ﹤0.01% 960
2016
Q2 		$308K Buy
5,286
+296
+6% +$16.8K ﹤0.01% 967
2016
Q1 		$275K Sell
4,990
-1,007
-17% -$50.8K ﹤0.01% 988
2015
Q4 		$298K Buy
5,997
+147
+3% +$8.03K ﹤0.01% 862
2015
Q3 		$309K Sell
5,850
-42
-0.7% -$2.23K ﹤0.01% 782
2015
Q2 		$305K Buy
5,892
+42
+0.7% +$2.28K ﹤0.01% 834
2015
Q1 		$322K Sell
5,850
-290
-5% -$16.5K ﹤0.01% 864
2014
Q4 		$390K Sell
6,140
-100
-2% -$6.08K ﹤0.01% 798
2014
Q3 		$363K Hold
6,240
– – ﹤0.01% 786
2014
Q2 		$385K Buy
6,240
+1,240
+25% +$71.3K 0.01% 638
2014
Q1 		$294K Buy
+5,000
New +$291K 0.01% 722

Other funds holding WTS

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Watts Water Technologies (WTS) stake by 0.79% in Q3 2023, buying an estimated $4.39K and bringing the position to 3,046 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

JP Morgan Private Wealth Advisors first reported a position in WTS in Q1 2014 and has held it in 19 quarters since. The position peaked at $806K in Q1 2023. 352 funds tracked by Wall St. Rank hold WTS as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 3,046 shares of Watts Water Technologies worth $526K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 24 Watts Water Technologies shares in Q3 2023, an estimated $4.39K.
  • Watts Water Technologies made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1230 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Watts Water Technologies in Q1 2014 and has held it in 19 quarters since.
  • JP Morgan Private Wealth Advisors's Watts Water Technologies position peaked at $806K in Q1 2023.
  • 352 funds tracked by Wall St. Rank held Watts Water Technologies as of Q3 2023.

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