$TEX icon$

JP Morgan Private Wealth Advisors’s Terex TEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$292K	Sell	5,071 -63	-1%	-$3.75K	﹤0.01%	1488
2023 Q2	$307K	Sell	5,134 -410	-7%	-$20.3K	﹤0.01%	1233
2023 Q1	$268K	Buy	5,544 +624	+13%	+$31.9K	﹤0.01%	1726
2022 Q4	$210K	Buy	+4,920	New	+$198K	﹤0.01%	1809
2022 Q2	–	Sell	-5,755	Closed	-$205K	–	2020
2022 Q1	$205K	Buy	+5,755	New	+$238K	﹤0.01%	1903
2014 Q4	–	Sell	-6,513	Closed	-$207K	–	1140
2014 Q3	$207K	Buy	+6,513	New	+$238K	﹤0.01%	975
2014 Q2	–	Sell	-6,275	Closed	-$278K	–	913
2014 Q1	$278K	Buy	+6,275	New	+$264K	0.01%	737

Other funds holding TEX

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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Terex (TEX) stake by 1.2% in Q3 2023, selling an estimated $3.75K and leaving 5,071 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

JP Morgan Private Wealth Advisors first reported a position in TEX in Q1 2014 and has held it in 7 quarters since. The position peaked at $307K in Q2 2023. 392 funds tracked by Wall St. Rank hold TEX as of Q3 2023.

JP Morgan Private Wealth Advisors held 5,071 shares of Terex worth $292K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 63 Terex shares in Q3 2023, an estimated $3.75K.
Terex made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1488 holding.
JP Morgan Private Wealth Advisors first reported a position in Terex in Q1 2014 and has held it in 7 quarters since.
JP Morgan Private Wealth Advisors's Terex position peaked at $307K in Q2 2023.
392 funds tracked by Wall St. Rank held Terex as of Q3 2023.

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