J.P. Morgan Private Wealth Advisors’s CSX Corp CSX Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio CSX Stock Details CSX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$9.3M	Buy	+302,546	New	+$9.3M	0.03%	381
2023 Q2	–	Sell	-345,985	Closed	-$10.4M	–	1571
2023 Q1	$10.4M	Sell	345,985 -40,123	-10%	-$1.2M	0.02%	422
2022 Q4	$12M	Buy	386,108 +13,931	+4%	+$432K	0.03%	391
2022 Q3	$9.92M	Sell	372,177 -752	-0.2%	-$20K	0.03%	403
2022 Q2	$10.8M	Buy	372,929 +18,342	+5%	+$533K	0.03%	387
2022 Q1	$13.3M	Buy	354,587 +18,932	+6%	+$709K	0.03%	385
2021 Q4	$12.6M	Buy	335,655 +30,205	+10%	+$1.14M	0.03%	395
2021 Q3	$9.08M	Buy	305,450 +7,253	+2%	+$216K	0.02%	446
2021 Q2	$9.57M	Buy	298,197 +8,196	+3%	+$263K	0.02%	429
2021 Q1	$9.32M	Sell	290,001 -3,849	-1%	-$124K	0.03%	383
2020 Q4	$8.89M	Sell	293,850 -10,914	-4%	-$330K	0.03%	379
2020 Q3	$7.89M	Buy	304,764 +4,311	+1%	+$112K	0.03%	361
2020 Q2	$6.99M	Buy	300,453 +8,817	+3%	+$205K	0.03%	329
2020 Q1	$5.57M	Buy	291,636 +2,163	+0.7%	+$41.3K	0.03%	339
2019 Q4	$6.98M	Buy	289,473 +3,621	+1%	+$87.3K	0.03%	358
2019 Q3	$6.6M	Sell	285,852 -7,530	-3%	-$174K	0.03%	351
2019 Q2	$7.57M	Sell	293,382 -19,422	-6%	-$501K	0.04%	316
2019 Q1	$7.8M	Buy	312,804 +21,603	+7%	+$539K	0.04%	322
2018 Q4	$6.03M	Sell	291,201 -20,127	-6%	-$417K	0.04%	331
2018 Q3	$7.69M	Buy	311,328 +33,531	+12%	+$828K	0.04%	351
2018 Q2	$5.91M	Buy	277,797 +19,929	+8%	+$424K	0.03%	368
2018 Q1	$4.79M	Buy	257,868 +1,014	+0.4%	+$18.8K	0.03%	331
2017 Q4	$4.71M	Sell	256,854 -10,323	-4%	-$189K	0.03%	336
2017 Q3	$4.83M	Buy	267,177 +25,575	+11%	+$463K	0.03%	320
2017 Q2	$4.39M	Buy	241,602 +4,629	+2%	+$84.2K	0.03%	325
2017 Q1	$3.68M	Sell	236,973 -36,576	-13%	-$568K	0.03%	350
2016 Q4	$3.28M	Sell	273,549 -39,471	-13%	-$473K	0.03%	348
2016 Q3	$3.18M	Buy	313,020 +56,223	+22%	+$572K	0.03%	348
2016 Q2	$2.23M	Buy	256,797 +37,674	+17%	+$328K	0.02%	419
2016 Q1	$1.88M	Sell	219,123 -25,035	-10%	-$215K	0.02%	410
2015 Q4	$2.11M	Buy	244,158 +16,560	+7%	+$143K	0.02%	361
2015 Q3	$2.04M	Sell	227,598 -99,429	-30%	-$892K	0.03%	331
2015 Q2	$3.56M	Buy	327,027 +23,448	+8%	+$255K	0.04%	287
2015 Q1	$3.35M	Sell	303,579 -2,634	-0.9%	-$29.1K	0.04%	297
2014 Q4	$3.7M	Sell	306,213 -7,095	-2%	-$85.7K	0.04%	283
2014 Q3	$3.35M	Buy	313,308 +117,993	+60%	+$1.26M	0.04%	294
2014 Q2	$2.01M	Sell	195,315 -6,603	-3%	-$67.8K	0.03%	293
2014 Q1	$1.95M	Buy	201,918 +56,292	+39%	+$544K	0.04%	288
2013 Q4	$1.4M	Sell	145,626 -252	-0.2%	-$2.42K	0.03%	298
2013 Q3	$1.25M	Buy	145,878 +6,825	+5%	+$58.6K	0.03%	298
2013 Q2	$1.08M	Buy	+139,053	New	+$1.08M	0.03%	312