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JP Morgan Private Wealth Advisors’s Crane NXT CXT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CXT Stock Details CXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$610K Buy
10,977
+758
+7% +$44K ﹤0.01% 1162
2023
Q2 		$577K Buy
+10,219
New +$519K ﹤0.01% 974
2023
Q1 		– Sell
-33,673
Closed -$1.17M – 1954
2022
Q4 		$1.17M Sell
33,673
-14,248
-30% -$497K ﹤0.01% 1075
2022
Q3 		$1.46M Buy
47,921
+1,834
+4% +$60.5K ﹤0.01% 971
2022
Q2 		$1.4M Sell
46,087
-1,814
-4% -$60.3K ﹤0.01% 974
2022
Q1 		$1.8M Buy
47,901
+15,129
+46% +$545K ﹤0.01% 945
2021
Q4 		$1.16M Buy
32,772
+4,086
+14% +$142K ﹤0.01% 1170
2021
Q3 		$945K Sell
28,686
-4,561
-14% -$152K ﹤0.01% 1240
2021
Q2 		$1.07M Buy
33,247
+22,733
+216% +$742K ﹤0.01% 1164
2021
Q1 		$343K Sell
10,514
-2,568
-20% -$76.1K ﹤0.01% 1470
2020
Q4 		$353K Sell
13,082
-1,178
-8% -$26K ﹤0.01% 1432
2020
Q3 		$248K Sell
14,260
-28,320
-67% -$559K ﹤0.01% 1431
2020
Q2 		$879K Sell
42,580
-19,819
-32% -$371K ﹤0.01% 861
2020
Q1 		$1.07M Buy
62,399
+3,057
+5% +$78.5K 0.01% 695
2019
Q4 		$1.78M Buy
59,342
+2,747
+5% +$78.2K 0.01% 635
2019
Q3 		$1.58M Buy
56,595
+3,368
+6% +$94K 0.01% 633
2019
Q2 		$1.54M Sell
53,227
-4,310
-7% -$125K 0.01% 640
2019
Q1 		$1.69M Sell
57,537
-11,409
-17% -$323K 0.01% 656
2018
Q4 		$1.73M Buy
68,946
+47,912
+228% +$1.43M 0.01% 602
2018
Q3 		$719K Buy
21,034
+872
+4% +$27.1K ﹤0.01% 938
2018
Q2 		$561K Buy
20,162
+700
+4% +$21.1K ﹤0.01% 969
2018
Q1 		$627K Buy
19,462
+2,689
+16% +$87.1K ﹤0.01% 794
2017
Q4 		$520K Buy
16,773
+4,408
+36% +$129K ﹤0.01% 856
2017
Q3 		$344K Buy
+12,365
New +$331K ﹤0.01% 979

Other funds holding CXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Crane NXT (CXT) stake by 7.4% in Q3 2023, buying an estimated $44K and bringing the position to 10,977 shares worth $610K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

JP Morgan Private Wealth Advisors first reported a position in CXT in Q3 2017 and has held it in 24 quarters since. The position peaked at $1.8M in Q1 2022. 338 funds tracked by Wall St. Rank hold CXT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 10,977 shares of Crane NXT worth $610K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 758 Crane NXT shares in Q3 2023, an estimated $44K.
  • Crane NXT made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1162 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Crane NXT in Q3 2017 and has held it in 24 quarters since.
  • JP Morgan Private Wealth Advisors's Crane NXT position peaked at $1.8M in Q1 2022.
  • 338 funds tracked by Wall St. Rank held Crane NXT as of Q3 2023.

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