JP Morgan Private Wealth Advisors’s SPX Corp SPXC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$417K	Sell	5,121 -1,434	-22%	-$115K	﹤0.01%	1322
2023 Q2	$557K	Sell	6,555 -846	-11%	-$63K	﹤0.01%	984
2023 Q1	$522K	Buy	7,401 +635	+9%	+$45K	﹤0.01%	1463
2022 Q4	$444K	Buy	6,766 +121	+2%	+$7.92K	﹤0.01%	1515
2022 Q3	$367K	Buy	6,645 +7	+0.1%	+$401	﹤0.01%	1575
2022 Q2	$351K	Sell	6,638 -406	-6%	-$19.6K	﹤0.01%	1581
2022 Q1	$348K	Buy	7,044 +3,222	+84%	+$167K	﹤0.01%	1689
2021 Q4	$228K	Sell	3,822 -417	-10%	-$25.3K	﹤0.01%	1859
2021 Q3	$227K	Buy	+4,239	New	+$260K	﹤0.01%	1807

Other funds holding SPXC

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its SPX Corp (SPXC) stake by 22% in Q3 2023, selling an estimated $115K and leaving 5,121 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

JP Morgan Private Wealth Advisors first reported a position in SPXC in Q3 2021 and has held it in 9 quarters since. The position peaked at $557K in Q2 2023. 286 funds tracked by Wall St. Rank hold SPXC as of Q3 2023.

JP Morgan Private Wealth Advisors held 5,121 shares of SPX Corp worth $417K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,434 SPX Corp shares in Q3 2023, an estimated $115K.
SPX Corp made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1322 holding.
JP Morgan Private Wealth Advisors first reported a position in SPX Corp in Q3 2021 and has held it in 9 quarters since.
JP Morgan Private Wealth Advisors's SPX Corp position peaked at $557K in Q2 2023.
286 funds tracked by Wall St. Rank held SPX Corp as of Q3 2023.

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