JP Morgan Private Wealth Advisors’s RTX Corp RTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$108M Sell
1,494,708
-374,486
-20% -$32.1M 0.31% 82
2023
Q2
$183M Sell
1,869,194
-462,929
-20% -$45.3M 0.95% 22
2023
Q1
$228M Buy
2,332,123
+31,577
+1% +$3.11M 0.48% 46
2022
Q4
$232M Buy
2,300,546
+158,557
+7% +$14.9M 0.52% 47
2022
Q3
$175M Sell
2,141,989
-254,362
-11% -$23M 0.46% 56
2022
Q2
$230M Buy
2,396,351
+360,409
+18% +$34.6M 0.59% 35
2022
Q1
$202M Buy
2,035,942
+138,655
+7% +$13.1M 0.44% 58
2021
Q4
$163M Buy
1,897,287
+64,329
+4% +$5.61M 0.35% 73
2021
Q3
$158M Buy
1,832,958
+73,770
+4% +$6.31M 0.39% 61
2021
Q2
$150M Sell
1,759,188
-21,200
-1% -$1.78M 0.39% 58
2021
Q1
$138M Buy
1,780,388
+144,996
+9% +$10.6M 0.45% 56
2020
Q4
$117M Buy
1,635,392
+259,783
+19% +$17.1M 0.38% 63
2020
Q3
$79.2M Sell
1,375,609
-82,751
-6% -$5.04M 0.31% 80
2020
Q2
$89.9M Sell
1,458,360
-174,665
-11% -$10.9M 0.41% 65
2020
Q1
$96.9M Buy
1,633,025
+187,933
+13% +$15.9M 0.55% 44
2019
Q4
$136M Buy
1,445,092
+51,523
+4% +$4.67M 0.62% 35
2019
Q3
$120M Buy
1,393,569
+69,938
+5% +$5.81M 0.62% 38
2019
Q2
$108M Sell
1,323,631
-62,395
-5% -$5.22M 0.59% 38
2019
Q1
$112M Buy
1,386,026
+8,767
+0.6% +$666K 0.59% 40
2018
Q4
$92.3M Sell
1,377,259
-48,722
-3% -$3.82M 0.56% 40
2018
Q3
$125M Buy
1,425,981
+40,023
+3% +$3.36M 0.61% 34
2018
Q2
$109M Buy
1,385,958
+43,558
+3% +$3.41M 0.61% 33
2018
Q1
$106M Buy
1,342,400
+46,768
+4% +$3.86M 0.72% 29
2017
Q4
$104M Buy
1,295,632
+42,245
+3% +$3.21M 0.69% 35
2017
Q3
$91.6M Buy
1,253,387
+25,106
+2% +$1.86M 0.66% 36
2017
Q2
$94.4M Sell
1,228,281
-49,992
-4% -$3.74M 0.72% 32
2017
Q1
$90.3M Buy
1,278,273
+11,260
+0.9% +$790K 0.7% 32
2016
Q4
$87.4M Sell
1,267,013
-76,950
-6% -$5.1M 0.76% 27
2016
Q3
$85.9M Sell
1,343,963
-42,579
-3% -$2.82M 0.8% 29
2016
Q2
$89.5M Buy
1,386,542
+40,316
+3% +$2.58M 0.87% 22
2016
Q1
$84.8M Buy
1,346,226
+50,795
+4% +$2.95M 0.81% 26
2015
Q4
$78.3M Buy
1,295,431
+49,674
+4% +$3.01M 0.8% 29
2015
Q3
$69.8M Buy
1,245,757
+17,738
+1% +$1.09M 0.88% 26
2015
Q2
$85.7M Buy
1,228,019
+35,780
+3% +$2.63M 0.98% 19
2015
Q1
$87.9M Buy
1,192,239
+68,713
+6% +$5.13M 1% 21
2014
Q4
$81.3M Buy
1,123,526
+41,871
+4% +$2.85M 0.97% 20
2014
Q3
$71.9M Buy
1,081,655
+125,058
+13% +$8.58M 0.92% 24
2014
Q2
$69.5M Buy
956,597
+28,594
+3% +$2.11M 1.17% 14
2014
Q1
$68.2M Buy
928,003
+22,360
+2% +$1.61M 1.25% 14
2013
Q4
$64.9M Buy
905,643
+36,182
+4% +$2.47M 1.3% 14
2013
Q3
$59M Buy
869,461
+1,673
+0.2% +$109K 1.34% 10
2013
Q2
$50.8M Buy
+867,788
New +$51.3M 1.25% 12

Other funds holding RTX

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

JP Morgan Private Wealth Advisors reduced its RTX Corp (RTX) stake by 20% in Q3 2023, selling an estimated $32.1M and leaving 1,494,708 shares worth $108M. The position accounts for 0.31% of the portfolio, ranked #82.

JP Morgan Private Wealth Advisors first reported a position in RTX in Q2 2013 and has held it in 42 quarters since. The position peaked at $232M in Q4 2022. 2,292 funds tracked by Wall St. Rank hold RTX as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 1,494,708 shares of RTX Corp worth $108M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 374,486 RTX Corp shares in Q3 2023, an estimated $32.1M.
  • RTX Corp made up 0.31% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #82 holding.
  • JP Morgan Private Wealth Advisors first reported a position in RTX Corp in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's RTX Corp position peaked at $232M in Q4 2022.
  • 2,292 funds tracked by Wall St. Rank held RTX Corp as of Q3 2023.

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