JMPWA
L icon

JP Morgan Private Wealth Advisors’s Loews L Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.48M Buy
23,330
+397
+2% +$24.7K ﹤0.01% 845
2023
Q2 		$1.36M Sell
22,933
-17,653
-43% -$1.02M 0.01% 676
2023
Q1 		$2.35M Sell
40,586
-6,529
-14% -$387K 0.01% 819
2022
Q4 		$2.75M Buy
47,115
+8,364
+22% +$466K 0.01% 738
2022
Q3 		$1.93M Sell
38,751
-653
-2% -$36.6K 0.01% 856
2022
Q2 		$2.33M Buy
39,404
+642
+2% +$40.4K 0.01% 793
2022
Q1 		$2.51M Buy
38,762
+7,890
+26% +$484K 0.01% 823
2021
Q4 		$1.78M Buy
30,872
+7,984
+35% +$453K ﹤0.01% 961
2021
Q3 		$1.23M Buy
22,888
+580
+3% +$31.5K ﹤0.01% 1114
2021
Q2 		$1.22M Buy
22,308
+728
+3% +$40.8K ﹤0.01% 1101
2021
Q1 		$1.11M Sell
21,580
-604
-3% -$29.4K ﹤0.01% 992
2020
Q4 		$999K Sell
22,184
-702
-3% -$28.2K ﹤0.01% 1011
2020
Q3 		$795K Sell
22,886
-653
-3% -$23.4K ﹤0.01% 975
2020
Q2 		$807K Sell
23,539
-1,089
-4% -$36.7K ﹤0.01% 890
2020
Q1 		$858K Buy
24,628
+1,588
+7% +$74.9K ﹤0.01% 755
2019
Q4 		$1.21M Sell
23,040
-3,588
-13% -$181K 0.01% 731
2019
Q3 		$1.37M Buy
26,628
+4,175
+19% +$216K 0.01% 668
2019
Q2 		$1.23M Sell
22,453
-992
-4% -$50.9K 0.01% 698
2019
Q1 		$1.12M Sell
23,445
-702
-3% -$33.1K 0.01% 754
2018
Q4 		$1.1M Sell
24,147
-10,149
-30% -$478K 0.01% 724
2018
Q3 		$1.72M Buy
34,296
+15,328
+81% +$769K 0.01% 662
2018
Q2 		$916K Buy
18,968
+418
+2% +$21K 0.01% 806
2018
Q1 		$922K Buy
18,550
+357
+2% +$18K 0.01% 667
2017
Q4 		$911K Buy
18,193
+1,080
+6% +$53.4K 0.01% 687
2017
Q3 		$820K Buy
17,113
+3,849
+29% +$183K 0.01% 686
2017
Q2 		$621K Sell
13,264
-16,621
-56% -$779K ﹤0.01% 770
2017
Q1 		$1.4M Sell
29,885
-3,281
-10% -$153K 0.01% 546
2016
Q4 		$1.55M Buy
33,166
+1
+0% +$44 0.01% 485
2016
Q3 		$1.36M Sell
33,165
-1,106
-3% -$45.4K 0.01% 518
2016
Q2 		$1.41M Sell
34,271
-3,696
-10% -$147K 0.01% 510
2016
Q1 		$1.45M Buy
37,967
+23,805
+168% +$876K 0.01% 473
2015
Q4 		$544K Buy
14,162
+2,668
+23% +$99.3K 0.01% 669
2015
Q3 		$416K Sell
11,494
-10,539
-48% -$394K 0.01% 675
2015
Q2 		$848K Buy
22,033
+3,958
+22% +$161K 0.01% 544
2015
Q1 		$738K Buy
18,075
+627
+4% +$25.4K 0.01% 607
2014
Q4 		$733K Buy
17,448
+221
+1% +$9.26K 0.01% 608
2014
Q3 		$718K Sell
17,227
-9,966
-37% -$429K 0.01% 604
2014
Q2 		$1.2M Sell
27,193
-8,854
-25% -$387K 0.02% 377
2014
Q1 		$1.59M Buy
36,047
+30,511
+551% +$1.37M 0.03% 325
2013
Q4 		$267K Buy
+5,536
New +$265K 0.01% 552

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Loews (L) stake by 1.7% in Q3 2023, buying an estimated $24.7K and bringing the position to 23,330 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #845.

JP Morgan Private Wealth Advisors first reported a position in L in Q4 2013 and has held it in 40 quarters since. The position peaked at $2.75M in Q4 2022. 538 funds tracked by Wall St. Rank hold L as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 23,330 shares of Loews worth $1.48M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 397 Loews shares in Q3 2023, an estimated $24.7K.
  • Loews made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #845 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Loews in Q4 2013 and has held it in 40 quarters since.
  • JP Morgan Private Wealth Advisors's Loews position peaked at $2.75M in Q4 2022.
  • 538 funds tracked by Wall St. Rank held Loews as of Q3 2023.

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