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JP Morgan Private Wealth Advisors’s Exponent EXPO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$528K Sell
6,168
-1,230
-17% -$111K ﹤0.01% 1228
2023
Q2 		$690K Sell
7,398
-1,650
-18% -$155K ﹤0.01% 899
2023
Q1 		$902K Buy
9,048
+1,638
+22% +$167K ﹤0.01% 1204
2022
Q4 		$734K Buy
7,410
+845
+13% +$82.1K ﹤0.01% 1292
2022
Q3 		$576K Buy
6,565
+513
+8% +$48.6K ﹤0.01% 1397
2022
Q2 		$554K Buy
6,052
+365
+6% +$34.4K ﹤0.01% 1416
2022
Q1 		$615K Sell
5,687
-3,990
-41% -$385K ﹤0.01% 1444
2021
Q4 		$1.13M Buy
9,677
+2,741
+40% +$322K ﹤0.01% 1182
2021
Q3 		$785K Buy
6,936
+361
+5% +$38.9K ﹤0.01% 1316
2021
Q2 		$587K Buy
6,575
+2,236
+52% +$209K ﹤0.01% 1420
2021
Q1 		$423K Sell
4,339
-3,297
-43% -$309K ﹤0.01% 1386
2020
Q4 		$687K Sell
7,636
-1,119
-13% -$89.2K ﹤0.01% 1153
2020
Q3 		$631K Buy
8,755
+760
+10% +$60.4K ﹤0.01% 1063
2020
Q2 		$647K Sell
7,995
-40
-0.5% -$2.88K ﹤0.01% 973
2020
Q1 		$578K Buy
+8,035
New +$583K ﹤0.01% 882

Other funds holding EXPO

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Exponent (EXPO) stake by 17% in Q3 2023, selling an estimated $111K and leaving 6,168 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

JP Morgan Private Wealth Advisors first reported a position in EXPO in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.13M in Q4 2021. 356 funds tracked by Wall St. Rank hold EXPO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 6,168 shares of Exponent worth $528K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,230 Exponent shares in Q3 2023, an estimated $111K.
  • Exponent made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1228 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Exponent in Q1 2020 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's Exponent position peaked at $1.13M in Q4 2021.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q3 2023.

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