JP Morgan Private Wealth Advisors’s CarMax KMX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.25M	Sell	17,636 -597	-3%	-$48.9K	﹤0.01%	901
2023 Q2	$1.53M	Sell	18,233 -2,331	-11%	-$171K	0.01%	651
2023 Q1	$1.32M	Buy	20,564 +3,791	+23%	+$254K	﹤0.01%	1038
2022 Q4	$1.02M	Sell	16,773 -13,056	-44%	-$838K	﹤0.01%	1135
2022 Q3	$1.97M	Sell	29,829 -299	-1%	-$27.3K	0.01%	847
2022 Q2	$2.73M	Buy	30,128 +1,922	+7%	+$181K	0.01%	748
2022 Q1	$2.72M	Buy	28,206 +3,344	+13%	+$360K	0.01%	804
2021 Q4	$3.24M	Buy	24,862 +409	+2%	+$57.3K	0.01%	743
2021 Q3	$3.13M	Buy	24,453 +1,285	+6%	+$171K	0.01%	723
2021 Q2	$2.99M	Buy	23,168 +1,099	+5%	+$136K	0.01%	727
2021 Q1	$2.93M	Sell	22,069 -3,664	-14%	-$446K	0.01%	645
2020 Q4	$2.43M	Sell	25,733 -883	-3%	-$82.8K	0.01%	667
2020 Q3	$2.45M	Sell	26,616 -4,399	-14%	-$439K	0.01%	599
2020 Q2	$2.78M	Sell	31,015 -20,013	-39%	-$1.57M	0.01%	500
2020 Q1	$2.75M	Sell	51,028 -3	-0%	-$254	0.02%	464
2019 Q4	$4.47M	Buy	51,031 +548	+1%	+$51.6K	0.02%	447
2019 Q3	$4.44M	Buy	50,483 +1,517	+3%	+$130K	0.02%	425
2019 Q2	$4.25M	Sell	48,966 -2,136	-4%	-$167K	0.02%	421
2019 Q1	$3.57M	Sell	51,102 -3,114	-6%	-$192K	0.02%	481
2018 Q4	$3.4M	Buy	54,216 +41,642	+331%	+$2.75M	0.02%	445
2018 Q3	$939K	Buy	12,574 +126	+1%	+$9.61K	﹤0.01%	846
2018 Q2	$907K	Buy	12,448 +829	+7%	+$55.4K	0.01%	809
2018 Q1	$720K	Buy	11,619 +3,086	+36%	+$202K	﹤0.01%	745
2017 Q4	$547K	Buy	8,533 +1,333	+19%	+$95.1K	﹤0.01%	837
2017 Q3	$546K	Buy	7,200 +175	+2%	+$11.7K	﹤0.01%	813
2017 Q2	$443K	Sell	7,025 -70	-1%	-$4.23K	﹤0.01%	875
2017 Q1	$421K	Buy	7,095 +3,900	+122%	+$253K	﹤0.01%	928
2016 Q4	$205K	Buy	+3,195	New	+$179K	﹤0.01%	1155
2015 Q2	–	Sell	-3,130	Closed	-$216K	–	1102
2015 Q1	$216K	Buy	+3,130	New	+$204K	﹤0.01%	1012

Other funds holding KMX

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its CarMax (KMX) stake by 3.3% in Q3 2023, selling an estimated $48.9K and leaving 17,636 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #901.

JP Morgan Private Wealth Advisors first reported a position in KMX in Q1 2015 and has held it in 29 quarters since. The position peaked at $4.47M in Q4 2019. 683 funds tracked by Wall St. Rank hold KMX as of Q3 2023.

JP Morgan Private Wealth Advisors held 17,636 shares of CarMax worth $1.25M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 597 CarMax shares in Q3 2023, an estimated $48.9K.
CarMax made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #901 holding.
JP Morgan Private Wealth Advisors first reported a position in CarMax in Q1 2015 and has held it in 29 quarters since.
JP Morgan Private Wealth Advisors's CarMax position peaked at $4.47M in Q4 2019.
683 funds tracked by Wall St. Rank held CarMax as of Q3 2023.

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