JMPWA
CHX

JP Morgan Private Wealth Advisors’s ChampionX CHX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CHX Stock Details CHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.99M Buy
55,774
+4,465
+9% +$159K 0.01% 735
2023
Q2 		$1.59M Sell
51,309
-18,715
-27% -$515K 0.01% 640
2023
Q1 		$1.9M Sell
70,024
-116
-0.2% -$3.47K ﹤0.01% 901
2022
Q4 		$2.03M Buy
70,140
+24,583
+54% +$679K ﹤0.01% 845
2022
Q3 		$892K Sell
45,557
-9,211
-17% -$190K ﹤0.01% 1195
2022
Q2 		$1.09M Buy
54,768
+8,258
+18% +$187K ﹤0.01% 1103
2022
Q1 		$1.14M Sell
46,510
-6,279
-12% -$145K ﹤0.01% 1157
2021
Q4 		$1.07M Sell
52,789
-8,438
-14% -$198K ﹤0.01% 1207
2021
Q3 		$1.37M Buy
61,227
+1,748
+3% +$39.9K ﹤0.01% 1060
2021
Q2 		$1.53M Buy
59,479
+46,761
+368% +$1.14M ﹤0.01% 997
2021
Q1 		$276K Buy
+12,718
New +$247K ﹤0.01% 1561

Other funds holding CHX

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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 CHX Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its ChampionX (CHX) stake by 8.7% in Q3 2023, buying an estimated $159K and bringing the position to 55,774 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #735.

JP Morgan Private Wealth Advisors first reported a position in CHX in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.03M in Q4 2022. 417 funds tracked by Wall St. Rank hold CHX as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 55,774 shares of ChampionX worth $1.99M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 4,465 ChampionX shares in Q3 2023, an estimated $159K.
  • ChampionX made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #735 holding.
  • JP Morgan Private Wealth Advisors first reported a position in ChampionX in Q1 2021 and has held it in 11 quarters since.
  • JP Morgan Private Wealth Advisors's ChampionX position peaked at $2.03M in Q4 2022.
  • 417 funds tracked by Wall St. Rank held ChampionX as of Q3 2023.

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