JP Morgan Private Wealth Advisors’s Fox Class A FOXA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$552K	Buy	17,679 +2,903	+20%	+$95.4K	﹤0.01%	1212
2023 Q2	$502K	Buy	+14,776	New	+$483K	﹤0.01%	1023
2022 Q4	–	Sell	-7,250	Closed	-$222K	–	1949
2022 Q3	$222K	Sell	7,250 -832	-10%	-$28.2K	﹤0.01%	1769
2022 Q2	$260K	Sell	8,082 -1,978	-20%	-$69.6K	﹤0.01%	1718
2022 Q1	$397K	Buy	10,060 +2,476	+33%	+$100K	﹤0.01%	1632
2021 Q4	$280K	Buy	+7,584	New	+$299K	﹤0.01%	1771
2021 Q1	–	Sell	-15,299	Closed	-$446K	–	1764
2020 Q4	$446K	Sell	15,299 -47,549	-76%	-$1.33M	﹤0.01%	1331
2020 Q3	$1.75M	Sell	62,848 -3,500	-5%	-$92.6K	0.01%	686
2020 Q2	$1.78M	Sell	66,348 -7,204	-10%	-$195K	0.01%	617
2020 Q1	$1.74M	Buy	73,552 +57,017	+345%	+$1.88M	0.01%	566
2019 Q4	$613K	Buy	16,535 +4,174	+34%	+$143K	﹤0.01%	970
2019 Q3	$390K	Sell	12,361 -45	-0.4%	-$1.56K	﹤0.01%	1088
2019 Q2	$455K	Sell	12,406 -17,664	-59%	-$649K	﹤0.01%	1030
2019 Q1	$1.1M	Buy	+30,070	New	+$1.17M	0.01%	764

Other funds holding FOXA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Fox Class A (FOXA) stake by 20% in Q3 2023, buying an estimated $95.4K and bringing the position to 17,679 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

JP Morgan Private Wealth Advisors first reported a position in FOXA in Q1 2019 and has held it in 14 quarters since. The position peaked at $1.78M in Q2 2020. 514 funds tracked by Wall St. Rank hold FOXA as of Q3 2023.

JP Morgan Private Wealth Advisors held 17,679 shares of Fox Class A worth $552K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 2,903 Fox Class A shares in Q3 2023, an estimated $95.4K.
Fox Class A made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1212 holding.
JP Morgan Private Wealth Advisors first reported a position in Fox Class A in Q1 2019 and has held it in 14 quarters since.
JP Morgan Private Wealth Advisors's Fox Class A position peaked at $1.78M in Q2 2020.
514 funds tracked by Wall St. Rank held Fox Class A as of Q3 2023.

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