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JP Morgan Private Wealth Advisors’s Leidos LDOS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LDOS Stock Details LDOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.99M Buy
21,554
+2,525
+13% +$238K 0.01% 736
2023
Q2 		$1.68M Sell
19,029
-7,703
-29% -$656K 0.01% 621
2023
Q1 		$2.46M Buy
26,732
+728
+3% +$70.4K 0.01% 796
2022
Q4 		$2.74M Buy
26,004
+2,437
+10% +$250K 0.01% 742
2022
Q3 		$2.06M Buy
23,567
+99
+0.4% +$9.67K 0.01% 828
2022
Q2 		$2.36M Sell
23,468
-271
-1% -$28.1K 0.01% 789
2022
Q1 		$2.56M Buy
23,739
+2,358
+11% +$227K 0.01% 817
2021
Q4 		$1.9M Sell
21,381
-398
-2% -$37.3K ﹤0.01% 932
2021
Q3 		$2.09M Buy
21,779
+283
+1% +$28.1K 0.01% 882
2021
Q2 		$2.17M Buy
21,496
+3,497
+19% +$359K 0.01% 844
2021
Q1 		$1.73M Buy
17,999
+9,234
+105% +$933K 0.01% 817
2020
Q4 		$921K Sell
8,765
-39
-0.4% -$3.74K ﹤0.01% 1034
2020
Q3 		$785K Sell
8,804
-36
-0.4% -$3.25K ﹤0.01% 983
2020
Q2 		$828K Buy
8,840
+657
+8% +$64.7K ﹤0.01% 884
2020
Q1 		$750K Sell
8,183
-1
-0% -$101 ﹤0.01% 802
2019
Q4 		$802K Sell
8,184
-69
-0.8% -$6.08K ﹤0.01% 880
2019
Q3 		$709K Buy
8,253
+1,429
+21% +$120K ﹤0.01% 882
2019
Q2 		$545K Sell
6,824
-363
-5% -$26.5K ﹤0.01% 952
2019
Q1 		$461K Buy
7,187
+1,177
+20% +$71K ﹤0.01% 1067
2018
Q4 		$317K Sell
6,010
-123
-2% -$7.64K ﹤0.01% 1145
2018
Q3 		$424K Buy
6,133
+2,080
+51% +$141K ﹤0.01% 1138
2018
Q2 		$240K Sell
4,053
-1,049
-21% -$65.4K ﹤0.01% 1291
2018
Q1 		$333K Buy
5,102
+372
+8% +$24.6K ﹤0.01% 1010
2017
Q4 		$305K Sell
4,730
-695
-13% -$43.5K ﹤0.01% 1050
2017
Q3 		$321K Sell
5,425
-839
-13% -$46.7K ﹤0.01% 998
2017
Q2 		$323K Sell
6,264
-394
-6% -$21K ﹤0.01% 987
2017
Q1 		$341K Buy
6,658
+155
+2% +$7.98K ﹤0.01% 1019
2016
Q4 		$332K Sell
6,503
-107
-2% -$5K ﹤0.01% 962
2016
Q3 		$286K Buy
+6,610
New +$300K ﹤0.01% 1008

Other funds holding LDOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Leidos (LDOS) stake by 13% in Q3 2023, buying an estimated $238K and bringing the position to 21,554 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #736.

JP Morgan Private Wealth Advisors first reported a position in LDOS in Q3 2016 and has held it in 29 quarters since. The position peaked at $2.74M in Q4 2022. 549 funds tracked by Wall St. Rank hold LDOS as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 21,554 shares of Leidos worth $1.99M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 2,525 Leidos shares in Q3 2023, an estimated $238K.
  • Leidos made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #736 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Leidos in Q3 2016 and has held it in 29 quarters since.
  • JP Morgan Private Wealth Advisors's Leidos position peaked at $2.74M in Q4 2022.
  • 549 funds tracked by Wall St. Rank held Leidos as of Q3 2023.

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