JP Morgan Private Wealth Advisors’s Capital Southwest CSWC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CSWC Stock Details CSWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.05M	Hold	45,990	–	–	﹤0.01%	954
2023 Q2	$907K	Hold	45,990	–	–	﹤0.01%	793
2023 Q1	$818K	Hold	45,990	–	–	﹤0.01%	1264
2022 Q4	$786K	Hold	45,990	–	–	﹤0.01%	1265
2022 Q3	$779K	Hold	45,990	–	–	﹤0.01%	1253
2022 Q2	$847K	Hold	45,990	–	–	﹤0.01%	1222
2022 Q1	$1.09M	Buy	+45,990	New	+$1.13M	﹤0.01%	1183

Other funds holding CSWC

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its Capital Southwest (CSWC) position steady in Q3 2023 at 45,990 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #954.

JP Morgan Private Wealth Advisors first reported a position in CSWC in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.09M in Q1 2022. 114 funds tracked by Wall St. Rank hold CSWC as of Q3 2023.

JP Morgan Private Wealth Advisors held 45,990 shares of Capital Southwest worth $1.05M as of Q3 2023.
JP Morgan Private Wealth Advisors left its Capital Southwest share count unchanged in Q3 2023.
Capital Southwest made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #954 holding.
JP Morgan Private Wealth Advisors first reported a position in Capital Southwest in Q1 2022 and has held it in 7 quarters since.
JP Morgan Private Wealth Advisors's Capital Southwest position peaked at $1.09M in Q1 2022.
114 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2023.

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