JMPWA
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JP Morgan Private Wealth Advisors’s General Dynamics GD Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$9.2M Buy
41,621
+454
+1% +$100K 0.03% 382
2023
Q2 		$8.86M Sell
41,167
-29,275
-42% -$6.32M 0.05% 247
2023
Q1 		$16.1M Sell
70,442
-22,746
-24% -$5.26M 0.03% 339
2022
Q4 		$23.1M Buy
93,188
+4,699
+5% +$1.15M 0.05% 286
2022
Q3 		$18.8M Buy
88,489
+3,465
+4% +$783K 0.05% 297
2022
Q2 		$18.8M Buy
85,024
+6,630
+8% +$1.53M 0.05% 292
2022
Q1 		$18.9M Buy
78,394
+11,688
+18% +$2.6M 0.04% 336
2021
Q4 		$13.9M Sell
66,706
-6,013
-8% -$1.21M 0.03% 376
2021
Q3 		$14.3M Buy
72,719
+2,416
+3% +$473K 0.03% 368
2021
Q2 		$13.2M Buy
70,303
+13,026
+23% +$2.46M 0.03% 379
2021
Q1 		$10.4M Sell
57,277
-5,564
-9% -$909K 0.03% 365
2020
Q4 		$9.35M Buy
62,841
+6,592
+12% +$964K 0.03% 370
2020
Q3 		$7.79M Buy
56,249
+1,942
+4% +$287K 0.03% 365
2020
Q2 		$8.12M Sell
54,307
-25,121
-32% -$3.55M 0.04% 313
2020
Q1 		$10.5M Buy
79,428
+11,301
+17% +$1.88M 0.06% 259
2019
Q4 		$12M Buy
68,127
+17,610
+35% +$3.16M 0.05% 284
2019
Q3 		$9.23M Buy
50,517
+26,623
+111% +$4.95M 0.05% 303
2019
Q2 		$4.34M Sell
23,894
-22,600
-49% -$3.89M 0.02% 412
2019
Q1 		$7.87M Sell
46,494
-8,206
-15% -$1.38M 0.04% 320
2018
Q4 		$8.6M Buy
54,700
+544
+1% +$97.5K 0.05% 275
2018
Q3 		$11.1M Buy
54,156
+6,373
+13% +$1.25M 0.05% 276
2018
Q2 		$8.91M Buy
47,783
+6,791
+17% +$1.39M 0.05% 291
2018
Q1 		$9.05M Sell
40,992
-30
-0.1% -$6.53K 0.06% 250
2017
Q4 		$8.35M Buy
41,022
+1,042
+3% +$213K 0.06% 259
2017
Q3 		$8.22M Sell
39,980
-1,493
-4% -$299K 0.06% 254
2017
Q2 		$8.22M Buy
41,473
+2,707
+7% +$530K 0.06% 241
2017
Q1 		$7.26M Sell
38,766
-4,086
-10% -$755K 0.06% 258
2016
Q4 		$7.4M Buy
42,852
+11,899
+38% +$1.95M 0.06% 227
2016
Q3 		$4.8M Buy
30,953
+14,095
+84% +$2.1M 0.04% 286
2016
Q2 		$2.35M Sell
16,858
-3,187
-16% -$444K 0.02% 408
2016
Q1 		$2.63M Buy
20,045
+6,056
+43% +$803K 0.03% 340
2015
Q4 		$1.92M Buy
13,989
+778
+6% +$111K 0.02% 377
2015
Q3 		$1.82M Sell
13,211
-1,533
-10% -$222K 0.02% 348
2015
Q2 		$2.09M Buy
14,744
+730
+5% +$101K 0.02% 360
2015
Q1 		$1.9M Buy
14,014
+60
+0.4% +$8.23K 0.02% 389
2014
Q4 		$1.92M Buy
13,954
+1,300
+10% +$177K 0.02% 384
2014
Q3 		$1.61M Buy
12,654
+8,748
+224% +$1.06M 0.02% 412
2014
Q2 		$455K Sell
3,906
-493
-11% -$56.1K 0.01% 592
2014
Q1 		$479K Buy
+4,399
New +$456K 0.01% 576

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its General Dynamics (GD) stake by 1.1% in Q3 2023, buying an estimated $100K and bringing the position to 41,621 shares worth $9.2M. The position accounts for 0.03% of the portfolio, ranked #382.

JP Morgan Private Wealth Advisors first reported a position in GD in Q1 2014 and has held it in 39 quarters since. The position peaked at $23.1M in Q4 2022. 1,517 funds tracked by Wall St. Rank hold GD as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 41,621 shares of General Dynamics worth $9.2M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 454 General Dynamics shares in Q3 2023, an estimated $100K.
  • General Dynamics made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #382 holding.
  • JP Morgan Private Wealth Advisors first reported a position in General Dynamics in Q1 2014 and has held it in 39 quarters since.
  • JP Morgan Private Wealth Advisors's General Dynamics position peaked at $23.1M in Q4 2022.
  • 1,517 funds tracked by Wall St. Rank held General Dynamics as of Q3 2023.

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