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JP Morgan Private Wealth Advisors’s XPO XPO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio XPO Stock Details XPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.5M Sell
20,142
-1,551
-7% -$107K ﹤0.01% 836
2023
Q2 		$1.28M Sell
21,693
-4,246
-16% -$192K 0.01% 697
2023
Q1 		$827K Buy
25,939
+601
+2% +$21.6K ﹤0.01% 1259
2022
Q4 		$844K Sell
25,338
-671
-3% -$22.6K ﹤0.01% 1228
2022
Q3 		$688K Buy
26,009
+567
+2% +$17.7K ﹤0.01% 1320
2022
Q2 		$728K Buy
25,442
+1,885
+8% +$60K ﹤0.01% 1294
2022
Q1 		$1.02M Sell
23,557
-2,705
-10% -$113K ﹤0.01% 1215
2021
Q4 		$1.21M Buy
26,262
+214
+0.8% +$9.95K ﹤0.01% 1149
2021
Q3 		$1.23M Sell
26,048
-83,085
-76% -$4.16M ﹤0.01% 1116
2021
Q2 		$5.28M Buy
109,133
+9,415
+9% +$460K 0.01% 580
2021
Q1 		$4.25M Sell
99,718
-6,445
-6% -$267K 0.01% 552
2020
Q4 		$4.38M Sell
106,163
-1,796
-2% -$65.1K 0.01% 517
2020
Q3 		$3.16M Sell
107,959
-410
-0.4% -$11.8K 0.01% 532
2020
Q2 		$2.9M Sell
108,369
-50,374
-32% -$1.21M 0.01% 488
2020
Q1 		$2.68M Sell
158,743
-69,969
-31% -$1.87M 0.02% 472
2019
Q4 		$6.3M Sell
228,712
-4,112
-2% -$113K 0.03% 382
2019
Q3 		$5.76M Buy
232,824
+1,154
+0.5% +$26.7K 0.03% 376
2019
Q2 		$4.63M Buy
+231,670
New +$4.72M 0.03% 404
2019
Q1 		– Sell
-29,394
Closed -$580K – 1524
2018
Q4 		$580K Sell
29,394
-17,022
-37% -$472K ﹤0.01% 915
2018
Q3 		$1.83M Buy
46,416
+2,863
+7% +$104K 0.01% 647
2018
Q2 		$1.51M Buy
43,553
+246
+0.6% +$8.93K 0.01% 659
2018
Q1 		$1.52M Sell
43,307
-2,449
-5% -$81.7K 0.01% 542
2017
Q4 		$1.45M Hold
45,756
– – 0.01% 563
2017
Q3 		$1.07M Sell
45,756
-3,690
-7% -$77.3K 0.01% 611
2017
Q2 		$1.1M Buy
+49,446
New +$926K 0.01% 595

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $1.04B AUM 25.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its XPO (XPO) stake by 7.1% in Q3 2023, selling an estimated $107K and leaving 20,142 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #836.

JP Morgan Private Wealth Advisors first reported a position in XPO in Q2 2017 and has held it in 25 quarters since. The position peaked at $6.3M in Q4 2019. 425 funds tracked by Wall St. Rank hold XPO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 20,142 shares of XPO worth $1.5M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,551 XPO shares in Q3 2023, an estimated $107K.
  • XPO made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #836 holding.
  • JP Morgan Private Wealth Advisors first reported a position in XPO in Q2 2017 and has held it in 25 quarters since.
  • JP Morgan Private Wealth Advisors's XPO position peaked at $6.3M in Q4 2019.
  • 425 funds tracked by Wall St. Rank held XPO as of Q3 2023.

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