JMPWA
LSXMK

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

JP Morgan Private Wealth Advisors’s Portfolio LSXMK Stock Details LSXMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$460K Sell
18,064
-3,349
-16% -$81.3K ﹤0.01% 1282
2023
Q2 		$543K Sell
21,413
-2,704
-11% -$60.5K ﹤0.01% 1001
2023
Q1 		$523K Sell
24,117
-3,940
-14% -$104K ﹤0.01% 1462
2022
Q4 		$850K Sell
28,057
-1,423
-5% -$45.5K ﹤0.01% 1225
2022
Q3 		$861K Sell
29,480
-421
-1% -$13.1K ﹤0.01% 1214
2022
Q2 		$835K Sell
29,901
-103
-0.3% -$3.25K ﹤0.01% 1228
2022
Q1 		$1.06M Buy
30,004
+2,890
+11% +$107K ﹤0.01% 1198
2021
Q4 		$1.07M Buy
27,114
+705
+3% +$27.3K ﹤0.01% 1206
2021
Q3 		$971K Buy
26,409
+1,082
+4% +$39.7K ﹤0.01% 1220
2021
Q2 		$910K Sell
25,327
-1,111
-4% -$38.3K ﹤0.01% 1238
2021
Q1 		$903K Buy
26,438
+4,553
+21% +$153K ﹤0.01% 1085
2020
Q4 		$738K Sell
21,885
-856
-4% -$26.1K ﹤0.01% 1127
2020
Q3 		$583K Buy
22,741
+968
+4% +$26.2K ﹤0.01% 1090
2020
Q2 		$581K Sell
21,773
-1,865
-8% -$48K ﹤0.01% 1019
2020
Q1 		$569K Sell
23,638
-2,064
-8% -$69.2K ﹤0.01% 888
2019
Q4 		$942K Sell
25,702
-1,678
-6% -$58.5K ﹤0.01% 813
2019
Q3 		$875K Sell
27,380
-117
-0.4% -$3.63K ﹤0.01% 803
2019
Q2 		$795K Sell
27,497
-20,420
-43% -$598K ﹤0.01% 821
2019
Q1 		$1.4M Sell
47,917
-222
-0.5% -$6.7K 0.01% 696
2018
Q4 		$1.36M Buy
48,139
+19,141
+66% +$582K 0.01% 661
2018
Q3 		$960K Sell
28,998
-1,227
-4% -$43.6K ﹤0.01% 840
2018
Q2 		$1.04M Buy
30,225
+2,930
+11% +$97.8K 0.01% 758
2018
Q1 		$849K Buy
27,295
+407
+2% +$12.9K 0.01% 689
2017
Q4 		$812K Sell
26,888
-1,914
-7% -$60.7K 0.01% 719
2017
Q3 		$919K Sell
28,802
-607
-2% -$19.8K 0.01% 654
2017
Q2 		$934K Sell
29,409
-478
-2% -$14.3K 0.01% 642
2017
Q1 		$883K Sell
29,887
-2,117
-7% -$59.7K 0.01% 671
2016
Q4 		$827K Buy
32,004
+2,207
+7% +$57.2K 0.01% 652
2016
Q3 		$758K Sell
29,797
-273
-0.9% -$6.9K 0.01% 656
2016
Q2 		$707K Buy
+30,070
New +$718K 0.01% 676

Other funds holding LSXMK

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) stake by 16% in Q3 2023, selling an estimated $81.3K and leaving 18,064 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

JP Morgan Private Wealth Advisors first reported a position in LSXMK in Q2 2016 and has held it in 30 quarters since. The position peaked at $1.4M in Q1 2019. 362 funds tracked by Wall St. Rank hold LSXMK as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 18,064 shares of Liberty Media Corporation Series C Liberty SiriusXM Common Stock worth $460K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 3,349 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q3 2023, an estimated $81.3K.
  • Liberty Media Corporation Series C Liberty SiriusXM Common Stock made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1282 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q2 2016 and has held it in 30 quarters since.
  • JP Morgan Private Wealth Advisors's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $1.4M in Q1 2019.
  • 362 funds tracked by Wall St. Rank held Liberty Media Corporation Series C 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.