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JP Morgan Private Wealth Advisors’s Textron TXT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TXT Stock Details TXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$541K Buy
6,922
+440
+7% +$32.8K ﹤0.01% 1218
2023
Q2 		$438K Sell
6,482
-1,117
-15% -$73.7K ﹤0.01% 1090
2023
Q1 		$537K Buy
7,599
+1,153
+18% +$82.2K ﹤0.01% 1446
2022
Q4 		$456K Buy
6,446
+1,671
+35% +$113K ﹤0.01% 1504
2022
Q3 		$278K Buy
4,775
+73
+2% +$4.63K ﹤0.01% 1683
2022
Q2 		$287K Buy
4,702
+69
+1% +$4.53K ﹤0.01% 1672
2022
Q1 		$345K Sell
4,633
-21
-0.5% -$1.52K ﹤0.01% 1695
2021
Q4 		$359K Sell
4,654
-12
-0.3% -$891 ﹤0.01% 1673
2021
Q3 		$326K Buy
+4,666
New +$328K ﹤0.01% 1665
2020
Q3 		– Sell
-8,392
Closed -$276K – 1626
2020
Q2 		$276K Sell
8,392
-15,277
-65% -$451K ﹤0.01% 1345
2020
Q1 		$631K Buy
23,669
+1,730
+8% +$69.9K ﹤0.01% 847
2019
Q4 		$978K Buy
21,939
+1,422
+7% +$65.9K ﹤0.01% 802
2019
Q3 		$1M Buy
20,517
+4,975
+32% +$243K 0.01% 747
2019
Q2 		$824K Buy
15,542
+5,331
+52% +$270K ﹤0.01% 807
2019
Q1 		$517K Buy
10,211
+5,034
+97% +$260K ﹤0.01% 1025
2018
Q4 		$238K Buy
+5,177
New +$291K ﹤0.01% 1268
2017
Q1 		– Sell
-4,696
Closed -$227K – 1366
2016
Q4 		$227K Buy
+4,696
New +$205K ﹤0.01% 1117

Other funds holding TXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Textron (TXT) stake by 6.8% in Q3 2023, buying an estimated $32.8K and bringing the position to 6,922 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

JP Morgan Private Wealth Advisors first reported a position in TXT in Q4 2016 and has held it in 17 quarters since. The position peaked at $1M in Q3 2019. 572 funds tracked by Wall St. Rank hold TXT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 6,922 shares of Textron worth $541K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 440 Textron shares in Q3 2023, an estimated $32.8K.
  • Textron made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1218 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Textron in Q4 2016 and has held it in 17 quarters since.
  • JP Morgan Private Wealth Advisors's Textron position peaked at $1M in Q3 2019.
  • 572 funds tracked by Wall St. Rank held Textron as of Q3 2023.

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