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JP Morgan Private Wealth Advisors’s Landstar System LSTR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LSTR Stock Details LSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.98M Sell
11,178
-256
-2% -$49.2K 0.01% 739
2023
Q2 		$2.2M Sell
11,434
-4,605
-29% -$832K 0.01% 533
2023
Q1 		$2.88M Sell
16,039
-363
-2% -$63.8K 0.01% 750
2022
Q4 		$2.64M Buy
16,402
+1,468
+10% +$236K 0.01% 748
2022
Q3 		$2.16M Sell
14,934
-83
-0.6% -$12.4K 0.01% 814
2022
Q2 		$2.18M Buy
15,017
+256
+2% +$38.1K 0.01% 816
2022
Q1 		$2.23M Buy
14,761
+755
+5% +$120K ﹤0.01% 864
2021
Q4 		$2.51M Buy
14,006
+644
+5% +$110K 0.01% 821
2021
Q3 		$2.11M Buy
13,362
+1,455
+12% +$232K 0.01% 879
2021
Q2 		$1.88M Buy
11,907
+2,052
+21% +$345K ﹤0.01% 905
2021
Q1 		$1.63M Sell
9,855
-1,083
-10% -$168K 0.01% 839
2020
Q4 		$1.47M Buy
10,938
+733
+7% +$96.1K ﹤0.01% 855
2020
Q3 		$1.28M Sell
10,205
-174
-2% -$21.9K 0.01% 788
2020
Q2 		$1.17M Sell
10,379
-1,750
-14% -$187K 0.01% 758
2020
Q1 		$1.16M Buy
12,129
+531
+5% +$56.5K 0.01% 665
2019
Q4 		$1.32M Sell
11,598
-20
-0.2% -$2.26K 0.01% 705
2019
Q3 		$1.31M Sell
11,618
-1,127
-9% -$124K 0.01% 680
2019
Q2 		$1.38M Sell
12,745
-74
-0.6% -$7.89K 0.01% 671
2019
Q1 		$1.4M Buy
12,819
+577
+5% +$60.8K 0.01% 694
2018
Q4 		$1.17M Sell
12,242
-152
-1% -$15.7K 0.01% 702
2018
Q3 		$1.51M Buy
12,394
+280
+2% +$32.4K 0.01% 690
2018
Q2 		$1.32M Sell
12,114
-572
-5% -$62.9K 0.01% 696
2018
Q1 		$1.39M Sell
12,686
-517
-4% -$56.7K 0.01% 569
2017
Q4 		$1.37M Sell
13,203
-47
-0.4% -$4.72K 0.01% 581
2017
Q3 		$1.32M Buy
13,250
+1,680
+15% +$149K 0.01% 562
2017
Q2 		$990K Sell
11,570
-503
-4% -$42.6K 0.01% 624
2017
Q1 		$1.03M Buy
12,073
+1,210
+11% +$103K 0.01% 617
2016
Q4 		$926K Buy
10,863
+1,723
+19% +$134K 0.01% 613
2016
Q3 		$622K Buy
9,140
+374
+4% +$25.8K 0.01% 718
2016
Q2 		$602K Buy
8,766
+391
+5% +$25.8K 0.01% 727
2016
Q1 		$540K Buy
+8,375
New +$504K 0.01% 734

Other funds holding LSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Landstar System (LSTR) stake by 2.2% in Q3 2023, selling an estimated $49.2K and leaving 11,178 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #739.

JP Morgan Private Wealth Advisors first reported a position in LSTR in Q1 2016 and has held it in 31 quarters since. The position peaked at $2.88M in Q1 2023. 467 funds tracked by Wall St. Rank hold LSTR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 11,178 shares of Landstar System worth $1.98M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 256 Landstar System shares in Q3 2023, an estimated $49.2K.
  • Landstar System made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #739 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Landstar System in Q1 2016 and has held it in 31 quarters since.
  • JP Morgan Private Wealth Advisors's Landstar System position peaked at $2.88M in Q1 2023.
  • 467 funds tracked by Wall St. Rank held Landstar System as of Q3 2023.

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