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JP Morgan Private Wealth Advisors’s Liberty Media Series A FWONA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FWONA Stock Details FWONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$430K Sell
7,614
-1,029
-12% -$62.7K ﹤0.01% 1305
2023
Q2 		$560K Buy
8,643
+583
+7% +$36.9K ﹤0.01% 980
2023
Q1 		$521K Buy
8,060
+87
+1% +$5.24K ﹤0.01% 1465
2022
Q4 		$408K Buy
+7,973
New +$406K ﹤0.01% 1549
2021
Q3 		– Sell
-11,016
Closed -$450K – 1951
2021
Q2 		$450K Buy
11,016
+117
+1% +$4.53K ﹤0.01% 1519
2021
Q1 		$399K Buy
+10,899
New +$407K ﹤0.01% 1410
2016
Q2 		– Sell
-14,894
Closed -$387K – 1278
2016
Q1 		$387K Buy
14,894
+5,753
+63% +$140K ﹤0.01% 844
2015
Q4 		$241K Buy
+9,141
New +$243K ﹤0.01% 954
2015
Q1 		– Sell
-63,410
Closed -$1.5M – 1151
2014
Q4 		$1.5M Sell
63,410
-18,476
-23% -$436K 0.02% 435
2014
Q3 		$1.97M Buy
81,886
+62,106
+314% +$1.53M 0.03% 376
2014
Q2 		$480K Buy
19,780
+1,514
+8% +$34.7K 0.01% 579
2014
Q1 		$425K Buy
18,266
+9,350
+105% +$223K 0.01% 620
2013
Q4 		$232K Sell
8,916
-4,841
-35% -$128K ﹤0.01% 578
2013
Q3 		$360K Buy
13,757
+3,146
+30% +$79K 0.01% 484
2013
Q2 		$239K Buy
+10,611
New +$225K 0.01% 532

Other funds holding FWONA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
FBCM
Fort Baker Capital Management Larkspur, California $1.27B AUM 25.44% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Liberty Media Series A (FWONA) stake by 12% in Q3 2023, selling an estimated $62.7K and leaving 7,614 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

JP Morgan Private Wealth Advisors first reported a position in FWONA in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.97M in Q3 2014. 204 funds tracked by Wall St. Rank hold FWONA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 7,614 shares of Liberty Media Series A worth $430K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,029 Liberty Media Series A shares in Q3 2023, an estimated $62.7K.
  • Liberty Media Series A made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1305 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Liberty Media Series A in Q2 2013 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's Liberty Media Series A position peaked at $1.97M in Q3 2014.
  • 204 funds tracked by Wall St. Rank held Liberty Media Series A as of Q3 2023.

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