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JP Morgan Private Wealth Advisors’s Curtiss-Wright CW Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$413K Sell
2,112
-197
-9% -$39K ﹤0.01% 1328
2023
Q2 		$424K Sell
2,309
-4,961
-68% -$846K ﹤0.01% 1102
2023
Q1 		$1.28M Buy
7,270
+758
+12% +$128K ﹤0.01% 1053
2022
Q4 		$1.09M Sell
6,512
-455
-7% -$75.8K ﹤0.01% 1104
2022
Q3 		$969K Buy
6,967
+83
+1% +$11.8K ﹤0.01% 1150
2022
Q2 		$909K Sell
6,884
-1,595
-19% -$227K ﹤0.01% 1187
2022
Q1 		$1.27M Sell
8,479
-967
-10% -$138K ﹤0.01% 1095
2021
Q4 		$1.31M Sell
9,446
-417
-4% -$55K ﹤0.01% 1104
2021
Q3 		$1.25M Buy
9,863
+269
+3% +$32.2K ﹤0.01% 1112
2021
Q2 		$1.14M Buy
9,594
+1,005
+12% +$126K ﹤0.01% 1132
2021
Q1 		$1.02M Buy
8,589
+1,099
+15% +$127K ﹤0.01% 1027
2020
Q4 		$871K Buy
7,490
+471
+7% +$49.7K ﹤0.01% 1056
2020
Q3 		$655K Buy
7,019
+1,069
+18% +$103K ﹤0.01% 1049
2020
Q2 		$531K Buy
5,950
+3,485
+141% +$332K ﹤0.01% 1062
2020
Q1 		$228K Buy
2,465
+234
+10% +$30K ﹤0.01% 1245
2019
Q4 		$314K Buy
2,231
+384
+21% +$52K ﹤0.01% 1217
2019
Q3 		$239K Buy
+1,847
New +$232K ﹤0.01% 1274
2018
Q4 		– Sell
-1,489
Closed -$205K – 1483
2018
Q3 		$205K Buy
+1,489
New +$195K ﹤0.01% 1470

Other funds holding CW

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Curtiss-Wright (CW) stake by 8.5% in Q3 2023, selling an estimated $39K and leaving 2,112 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

JP Morgan Private Wealth Advisors first reported a position in CW in Q3 2018 and has held it in 18 quarters since. The position peaked at $1.31M in Q4 2021. 435 funds tracked by Wall St. Rank hold CW as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,112 shares of Curtiss-Wright worth $413K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 197 Curtiss-Wright shares in Q3 2023, an estimated $39K.
  • Curtiss-Wright made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1328 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Curtiss-Wright in Q3 2018 and has held it in 18 quarters since.
  • JP Morgan Private Wealth Advisors's Curtiss-Wright position peaked at $1.31M in Q4 2021.
  • 435 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2023.

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