JP Morgan Private Wealth Advisors’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.3M | Buy |
+302,546
| New | +$9.59M | 0.03% | 381 |
|
|
2023
Q2 | – | Sell |
-345,985
| Closed | -$10.4M | – | 1571 |
|
|
2023
Q1 | $10.4M | Sell |
345,985
-40,123
| -10% | -$1.23M | 0.02% | 422 |
|
|
2022
Q4 | $12M | Buy |
386,108
+13,931
| +4% | +$419K | 0.03% | 391 |
|
|
2022
Q3 | $9.91M | Sell |
372,177
-752
| -0.2% | -$23.4K | 0.03% | 403 |
|
|
2022
Q2 | $10.8M | Buy |
372,929
+18,342
| +5% | +$598K | 0.03% | 387 |
|
|
2022
Q1 | $13.3M | Buy |
354,587
+18,932
| +6% | +$670K | 0.03% | 385 |
|
|
2021
Q4 | $12.6M | Buy |
335,655
+30,205
| +10% | +$1.07M | 0.03% | 395 |
|
|
2021
Q3 | $9.08M | Buy |
305,450
+7,253
| +2% | +$232K | 0.02% | 446 |
|
|
2021
Q2 | $9.57M | Buy |
298,197
+8,196
| +3% | +$270K | 0.02% | 429 |
|
|
2021
Q1 | $9.32M | Sell |
290,001
-3,849
| -1% | -$117K | 0.03% | 383 |
|
|
2020
Q4 | $8.89M | Sell |
293,850
-10,914
| -4% | -$314K | 0.03% | 379 |
|
|
2020
Q3 | $7.89M | Buy |
304,764
+4,311
| +1% | +$106K | 0.03% | 361 |
|
|
2020
Q2 | $6.99M | Buy |
300,453
+8,817
| +3% | +$195K | 0.03% | 329 |
|
|
2020
Q1 | $5.57M | Buy |
291,636
+2,163
| +0.7% | +$50.5K | 0.03% | 339 |
|
|
2019
Q4 | $6.98M | Buy |
289,473
+3,621
| +1% | +$85.6K | 0.03% | 358 |
|
|
2019
Q3 | $6.6M | Sell |
285,852
-7,530
| -3% | -$175K | 0.03% | 351 |
|
|
2019
Q2 | $7.57M | Sell |
293,382
-19,422
| -6% | -$500K | 0.04% | 316 |
|
|
2019
Q1 | $7.8M | Buy |
312,804
+21,603
| +7% | +$500K | 0.04% | 322 |
|
|
2018
Q4 | $6.03M | Sell |
291,201
-20,127
| -6% | -$463K | 0.04% | 331 |
|
|
2018
Q3 | $7.68M | Buy |
311,328
+33,531
| +12% | +$799K | 0.04% | 351 |
|
|
2018
Q2 | $5.91M | Buy |
277,797
+19,929
| +8% | +$410K | 0.03% | 368 |
|
|
2018
Q1 | $4.79M | Buy |
257,868
+1,014
| +0.4% | +$18.9K | 0.03% | 331 |
|
|
2017
Q4 | $4.71M | Sell |
256,854
-10,323
| -4% | -$183K | 0.03% | 336 |
|
|
2017
Q3 | $4.83M | Buy |
267,177
+25,575
| +11% | +$439K | 0.03% | 320 |
|
|
2017
Q2 | $4.39M | Buy |
241,602
+4,629
| +2% | +$79.3K | 0.03% | 325 |
|
|
2017
Q1 | $3.68M | Sell |
236,973
-36,576
| -13% | -$557K | 0.03% | 350 |
|
|
2016
Q4 | $3.28M | Sell |
273,549
-39,471
| -13% | -$443K | 0.03% | 348 |
|
|
2016
Q3 | $3.18M | Buy |
313,020
+56,223
| +22% | +$532K | 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% | -$203K | 0.02% | 410 |
|
|
2015
Q4 | $2.11M | Buy |
244,158
+16,560
| +7% | +$150K | 0.02% | 361 |
|
|
2015
Q3 | $2.04M | Sell |
227,598
-99,429
| -30% | -$976K | 0.03% | 331 |
|
|
2015
Q2 | $3.56M | Buy |
327,027
+23,448
| +8% | +$272K | 0.04% | 287 |
|
|
2015
Q1 | $3.35M | Sell |
303,579
-2,634
| -0.9% | -$30.3K | 0.04% | 297 |
|
|
2014
Q4 | $3.7M | Sell |
306,213
-7,095
| -2% | -$83.1K | 0.04% | 283 |
|
|
2014
Q3 | $3.35M | Buy |
313,308
+117,993
| +60% | +$1.22M | 0.04% | 294 |
|
|
2014
Q2 | $2.01M | Sell |
195,315
-6,603
| -3% | -$64.3K | 0.03% | 293 |
|
|
2014
Q1 | $1.95M | Buy |
201,918
+56,292
| +39% | +$522K | 0.04% | 288 |
|
|
2013
Q4 | $1.4M | Sell |
145,626
-252
| -0.2% | -$2.26K | 0.03% | 298 |
|
|
2013
Q3 | $1.25M | Buy |
145,878
+6,825
| +5% | +$57.3K | 0.03% | 298 |
|
|
2013
Q2 | $1.07M | Buy |
+139,053
| New | +$1.14M | 0.03% | 312 |
|
Other funds holding CSX
SCP
JP Morgan Private Wealth Advisors's CSX Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in CSX Corp (CSX) in Q3 2023: 302,546 shares worth $9.3M. The stake represents 0.03% of the portfolio and ranks #381 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in CSX as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in CSX in Q2 2013 and has held it in 41 quarters since. The position peaked at $13.3M in Q1 2022. 1,542 funds tracked by Wall St. Rank hold CSX as of Q3 2023.
- JP Morgan Private Wealth Advisors held 302,546 shares of CSX Corp worth $9.3M as of Q3 2023.
- CSX Corp was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- CSX Corp made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #381 holding.
- JP Morgan Private Wealth Advisors first reported a position in CSX Corp in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's CSX Corp position peaked at $13.3M in Q1 2022.
- 1,542 funds tracked by Wall St. Rank held CSX Corp as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.