JP Morgan Private Wealth Advisors’s Spirit AeroSystems SPR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SPR Stock Details SPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$224K	Sell	13,904 -913	-6%	-$21K	﹤0.01%	1595
2023 Q2	$433K	Buy	14,817 +25	+0.2%	+$721	﹤0.01%	1096
2023 Q1	$511K	Sell	14,792 -532	-3%	-$17.9K	﹤0.01%	1472
2022 Q4	$454K	Buy	+15,324	New	+$398K	﹤0.01%	1505
2020 Q1	–	Sell	-17,339	Closed	-$1.26M	–	1531
2019 Q4	$1.26M	Sell	17,339 -8,304	-32%	-$685K	0.01%	717
2019 Q3	$2.11M	Buy	25,643 +2,098	+9%	+$164K	0.01%	579
2019 Q2	$1.92M	Sell	23,545 -384	-2%	-$32.4K	0.01%	601
2019 Q1	$2.19M	Buy	23,929 +8,554	+56%	+$755K	0.01%	591
2018 Q4	$1.11M	Buy	15,375 +6,996	+83%	+$568K	0.01%	722
2018 Q3	$769K	Buy	8,379 +523	+7%	+$46K	﹤0.01%	917
2018 Q2	$675K	Buy	7,856 +2,272	+41%	+$191K	﹤0.01%	903
2018 Q1	$467K	Buy	5,584 +61	+1%	+$5.58K	﹤0.01%	891
2017 Q4	$482K	Sell	5,523 -75	-1%	-$6.16K	﹤0.01%	880
2017 Q3	$435K	Buy	5,598 +260	+5%	+$18K	﹤0.01%	901
2017 Q2	$309K	Buy	+5,338	New	+$300K	﹤0.01%	1005

Other funds holding SPR

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HCC

Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Spirit AeroSystems (SPR) stake by 6.2% in Q3 2023, selling an estimated $21K and leaving 13,904 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

JP Morgan Private Wealth Advisors first reported a position in SPR in Q2 2017 and has held it in 15 quarters since. The position peaked at $2.19M in Q1 2019. 255 funds tracked by Wall St. Rank hold SPR as of Q3 2023.

JP Morgan Private Wealth Advisors held 13,904 shares of Spirit AeroSystems worth $224K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 913 Spirit AeroSystems shares in Q3 2023, an estimated $21K.
Spirit AeroSystems made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1595 holding.
JP Morgan Private Wealth Advisors first reported a position in Spirit AeroSystems in Q2 2017 and has held it in 15 quarters since.
JP Morgan Private Wealth Advisors's Spirit AeroSystems position peaked at $2.19M in Q1 2019.
255 funds tracked by Wall St. Rank held Spirit AeroSystems as of Q3 2023.

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