JMPWA
X

JP Morgan Private Wealth Advisors’s US Steel X Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-8,177
Closed -$249K – 1604
2018
Q3 		$249K Sell
8,177
-812
-9% -$26.2K ﹤0.01% 1389
2018
Q2 		$312K Buy
8,989
+208
+2% +$7.44K ﹤0.01% 1192
2018
Q1 		$309K Buy
8,781
+866
+11% +$34.1K ﹤0.01% 1032
2017
Q4 		$279K Sell
7,915
-2,524
-24% -$73.4K ﹤0.01% 1076
2017
Q3 		$268K Sell
10,439
-4,869
-32% -$119K ﹤0.01% 1056
2017
Q2 		$339K Buy
+15,308
New +$363K ﹤0.01% 969

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return
TAA
Turiya Advisors Asia Hong Kong $496M AUM 75.42% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's X Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of US Steel (X) in Q4 2018, closing a stake of 8,177 shares — an estimated $249K sold.

JP Morgan Private Wealth Advisors first reported a position in X in Q2 2017 and held it in 6 quarters. The position peaked at $339K in Q2 2017. 357 funds tracked by Wall St. Rank hold X as of Q4 2018.

  • JP Morgan Private Wealth Advisors reported no remaining US Steel position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 8,177 US Steel shares in Q4 2018, an estimated $249K.
  • JP Morgan Private Wealth Advisors first reported a position in US Steel in Q2 2017 and held it in 6 quarters.
  • JP Morgan Private Wealth Advisors's US Steel position peaked at $339K in Q2 2017.
  • 357 funds tracked by Wall St. Rank held US Steel as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.