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JP Morgan Private Wealth Advisors’s LXP Industrial Trust LXP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LXP Stock Details LXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$281K Sell
6,323
-516
-8% -$25.3K ﹤0.01% 1506
2023
Q2 		$333K Sell
6,839
-9,236
-57% -$456K ﹤0.01% 1199
2023
Q1 		$829K Sell
16,075
-1,781
-10% -$95.3K ﹤0.01% 1255
2022
Q4 		$895K Sell
17,856
-4,431
-20% -$221K ﹤0.01% 1196
2022
Q3 		$1.02M Buy
22,287
+1,346
+6% +$70K ﹤0.01% 1124
2022
Q2 		$1.13M Buy
20,941
+5,840
+39% +$351K ﹤0.01% 1083
2022
Q1 		$1.19M Sell
15,101
-4,292
-22% -$324K ﹤0.01% 1134
2021
Q4 		$1.51M Sell
19,393
-1,560
-7% -$116K ﹤0.01% 1036
2021
Q3 		$1.34M Buy
20,953
+449
+2% +$29.4K ﹤0.01% 1073
2021
Q2 		$1.23M Buy
20,504
+2,135
+12% +$130K ﹤0.01% 1099
2021
Q1 		$1.02M Buy
18,369
+2,019
+12% +$109K ﹤0.01% 1026
2020
Q4 		$868K Buy
16,350
+642
+4% +$33.9K ﹤0.01% 1058
2020
Q3 		$821K Sell
15,708
-1,276
-8% -$70.9K ﹤0.01% 963
2020
Q2 		$896K Buy
16,984
+5,164
+44% +$260K ﹤0.01% 853
2020
Q1 		$587K Buy
11,820
+1,531
+15% +$81K ﹤0.01% 876
2019
Q4 		$546K Buy
10,289
+272
+3% +$14.6K ﹤0.01% 1018
2019
Q3 		$513K Buy
10,017
+6,708
+203% +$335K ﹤0.01% 995
2019
Q2 		$156K Hold
3,309
– – ﹤0.01% 1314
2019
Q1 		$150K Sell
3,309
-4,099
-55% -$187K ﹤0.01% 1394
2018
Q4 		$304K Buy
7,408
+321
+5% +$13.2K ﹤0.01% 1165
2018
Q3 		$294K Buy
7,087
+1,864
+36% +$81.4K ﹤0.01% 1304
2018
Q2 		$228K Buy
+5,223
New +$217K ﹤0.01% 1311

Other funds holding LXP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its LXP Industrial Trust (LXP) stake by 7.5% in Q3 2023, selling an estimated $25.3K and leaving 6,323 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

JP Morgan Private Wealth Advisors first reported a position in LXP in Q2 2018 and has held it in 22 quarters since. The position peaked at $1.51M in Q4 2021. 275 funds tracked by Wall St. Rank hold LXP as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 6,323 shares of LXP Industrial Trust worth $281K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 516 LXP Industrial Trust shares in Q3 2023, an estimated $25.3K.
  • LXP Industrial Trust made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1506 holding.
  • JP Morgan Private Wealth Advisors first reported a position in LXP Industrial Trust in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's LXP Industrial Trust position peaked at $1.51M in Q4 2021.
  • 275 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q3 2023.

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