JMPWA
LSXMA

JP Morgan Private Wealth Advisors’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LSXMA Stock Details LSXMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-9,607
Closed -$232K – 1799
2023
Q2 		$232K Buy
+9,607
New +$204K ﹤0.01% 1340
2022
Q2 		– Sell
-7,080
Closed -$238K – 2043
2022
Q1 		$238K Buy
+7,080
New +$249K ﹤0.01% 1846
2019
Q3 		– Sell
-7,664
Closed -$209K – 1491
2019
Q2 		$209K Sell
7,664
-6,314
-45% -$175K ﹤0.01% 1288
2019
Q1 		$386K Sell
13,978
-615
-4% -$17.5K ﹤0.01% 1113
2018
Q4 		$388K Buy
14,593
+5,411
+59% +$156K ﹤0.01% 1056
2018
Q3 		$288K Buy
9,182
+2
+0% +$67 ﹤0.01% 1318
2018
Q2 		$298K Buy
9,180
+1,018
+12% +$32.3K ﹤0.01% 1213
2018
Q1 		$242K Buy
8,162
+145
+2% +$4.4K ﹤0.01% 1127
2017
Q4 		$230K Sell
8,017
-1,230
-13% -$37.1K ﹤0.01% 1145
2017
Q3 		$280K Sell
9,247
-356
-4% -$11K ﹤0.01% 1040
2017
Q2 		$291K Buy
9,603
+151
+2% +$4.31K ﹤0.01% 1021
2017
Q1 		$266K Sell
9,452
-93
-1% -$2.51K ﹤0.01% 1121
2016
Q4 		$238K Buy
9,545
+927
+11% +$23.1K ﹤0.01% 1101
2016
Q3 		$212K Buy
+8,618
New +$209K ﹤0.01% 1128

Other funds holding LSXMA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q3 2023, closing a stake of 9,607 shares — an estimated $232K sold.

JP Morgan Private Wealth Advisors first reported a position in LSXMA in Q3 2016 and held it in 14 quarters. The position peaked at $388K in Q4 2018. 274 funds tracked by Wall St. Rank hold LSXMA as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 9,607 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q3 2023, an estimated $232K.
  • JP Morgan Private Wealth Advisors first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q3 2016 and held it in 14 quarters.
  • JP Morgan Private Wealth Advisors's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $388K in Q4 2018.
  • 274 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q3 2023.

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