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JP Morgan Private Wealth Advisors’s BWX Technologies BWXT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$658K Sell
8,771
-370
-4% -$26.7K ﹤0.01% 1134
2023
Q2 		$654K Sell
9,141
-99,363
-92% -$6.49M ﹤0.01% 925
2023
Q1 		$6.84M Sell
108,504
-635
-0.6% -$38.3K 0.01% 520
2022
Q4 		$6.34M Buy
109,139
+969
+0.9% +$55.6K 0.01% 524
2022
Q3 		$5.45M Buy
108,170
+1,771
+2% +$95.6K 0.01% 541
2022
Q2 		$5.86M Buy
106,399
+830
+0.8% +$43.2K 0.02% 529
2022
Q1 		$5.69M Buy
105,569
+89,348
+551% +$4.39M 0.01% 580
2021
Q4 		$777K Sell
16,221
-82,685
-84% -$4.33M ﹤0.01% 1368
2021
Q3 		$5.33M Buy
98,906
+13,491
+16% +$760K 0.01% 580
2021
Q2 		$4.96M Sell
85,415
-5,473
-6% -$352K 0.01% 597
2021
Q1 		$5.99M Buy
90,888
+15,362
+20% +$920K 0.02% 469
2020
Q4 		$4.55M Buy
75,526
+6,322
+9% +$364K 0.01% 507
2020
Q3 		$3.9M Buy
69,204
+17,026
+33% +$955K 0.02% 487
2020
Q2 		$2.96M Buy
52,178
+6,601
+14% +$369K 0.01% 484
2020
Q1 		$2.22M Buy
45,577
+39,226
+618% +$2.33M 0.01% 515
2019
Q4 		$394K Buy
6,351
+629
+11% +$37.4K ﹤0.01% 1132
2019
Q3 		$327K Buy
+5,722
New +$320K ﹤0.01% 1155
2017
Q3 		– Sell
-5,620
Closed -$274K – 1245
2017
Q2 		$274K Buy
+5,620
New +$272K ﹤0.01% 1049

Other funds holding BWXT

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its BWX Technologies (BWXT) stake by 4% in Q3 2023, selling an estimated $26.7K and leaving 8,771 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

JP Morgan Private Wealth Advisors first reported a position in BWXT in Q2 2017 and has held it in 18 quarters since. The position peaked at $6.84M in Q1 2023. 389 funds tracked by Wall St. Rank hold BWXT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 8,771 shares of BWX Technologies worth $658K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 370 BWX Technologies shares in Q3 2023, an estimated $26.7K.
  • BWX Technologies made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1134 holding.
  • JP Morgan Private Wealth Advisors first reported a position in BWX Technologies in Q2 2017 and has held it in 18 quarters since.
  • JP Morgan Private Wealth Advisors's BWX Technologies position peaked at $6.84M in Q1 2023.
  • 389 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2023.

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