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JP Morgan Private Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CP Stock Details CP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$16M Buy
+213,804
New +$17M 0.05% 305
2023
Q2 		– Sell
-227,548
Closed -$17.5M – 1563
2023
Q1 		$17.5M Sell
227,548
-2,212
-1% -$171K 0.04% 330
2022
Q4 		$17.1M Sell
229,760
-8,448
-4% -$636K 0.04% 331
2022
Q3 		$15.9M Buy
238,208
+2,091
+0.9% +$158K 0.04% 314
2022
Q2 		$16.5M Sell
236,117
-11,215
-5% -$812K 0.04% 315
2022
Q1 		$20.4M Buy
247,332
+15,404
+7% +$1.16M 0.04% 317
2021
Q4 		$16.7M Buy
231,928
+34,158
+17% +$2.5M 0.04% 352
2021
Q3 		$12.9M Buy
197,770
+570
+0.3% +$40.6K 0.03% 382
2021
Q2 		$15.2M Buy
197,200
+6,585
+3% +$510K 0.04% 354
2021
Q1 		$14.5M Buy
190,615
+3,785
+2% +$272K 0.05% 323
2020
Q4 		$13M Buy
186,830
+4,640
+3% +$302K 0.04% 330
2020
Q3 		$11.1M Buy
182,190
+2,205
+1% +$126K 0.04% 312
2020
Q2 		$9.19M Sell
179,985
-4,725
-3% -$224K 0.04% 299
2020
Q1 		$8.11M Buy
184,710
+22,325
+14% +$1.1M 0.05% 291
2019
Q4 		$8.28M Buy
162,385
+16,560
+11% +$776K 0.04% 335
2019
Q3 		$6.49M Buy
145,825
+11,625
+9% +$547K 0.03% 357
2019
Q2 		$6.31M Buy
134,200
+720
+0.5% +$32.2K 0.03% 342
2019
Q1 		$5.5M Buy
133,480
+8,825
+7% +$354K 0.03% 385
2018
Q4 		$4.43M Buy
124,655
+6,180
+5% +$247K 0.03% 381
2018
Q3 		$5.02M Buy
118,475
+11,360
+11% +$455K 0.02% 429
2018
Q2 		$3.92M Sell
107,115
-12,180
-10% -$448K 0.02% 454
2018
Q1 		$4.21M Buy
119,295
+21,190
+22% +$765K 0.03% 351
2017
Q4 		$3.59M Buy
98,105
+480
+0.5% +$16.7K 0.02% 383
2017
Q3 		$3.28M Buy
97,625
+5,005
+5% +$159K 0.02% 380
2017
Q2 		$2.98M Buy
92,620
+3,785
+4% +$117K 0.02% 392
2017
Q1 		$2.61M Sell
88,835
-25,130
-22% -$746K 0.02% 422
2016
Q4 		$3.25M Buy
113,965
+38,195
+50% +$1.13M 0.03% 351
2016
Q3 		$2.31M Buy
75,770
+2,875
+4% +$84.4K 0.02% 407
2016
Q2 		$1.88M Buy
72,895
+3,675
+5% +$99.2K 0.02% 453
2016
Q1 		$1.84M Buy
69,220
+28,655
+71% +$698K 0.02% 416
2015
Q4 		$1.03M Buy
40,565
+16,510
+69% +$464K 0.01% 516
2015
Q3 		$691K Sell
24,055
-15,250
-39% -$460K 0.01% 544
2015
Q2 		$1.26M Buy
39,305
+2,700
+7% +$96.4K 0.01% 456
2015
Q1 		$1.34M Sell
36,605
-1,700
-4% -$62.8K 0.02% 463
2014
Q4 		$1.48M Buy
38,305
+1,650
+5% +$65.3K 0.02% 439
2014
Q3 		$1.52M Buy
36,655
+21,875
+148% +$857K 0.02% 418
2014
Q2 		$536K Buy
14,780
+2,315
+19% +$75.9K 0.01% 543
2014
Q1 		$376K Buy
12,465
+4,775
+62% +$145K 0.01% 658
2013
Q4 		$233K Buy
+7,690
New +$222K ﹤0.01% 577

Other funds holding CP

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Canadian Pacific Kansas City (CP) in Q3 2023: 213,804 shares worth $16M. The stake represents 0.05% of the portfolio and ranks #305 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in CP as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in CP in Q4 2013 and has held it in 39 quarters since. The position peaked at $20.4M in Q1 2022. 902 funds tracked by Wall St. Rank hold CP as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 213,804 shares of Canadian Pacific Kansas City worth $16M as of Q3 2023.
  • Canadian Pacific Kansas City was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Canadian Pacific Kansas City made up 0.05% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #305 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q4 2013 and has held it in 39 quarters since.
  • JP Morgan Private Wealth Advisors's Canadian Pacific Kansas City position peaked at $20.4M in Q1 2022.
  • 902 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2023.

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