JPMPWA
J.P. Morgan Private Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.45B | Buy |
+8,488,091
| New | +$1.45B | 4.15% | 1 |
|
|
2023
Q2 | – | Sell |
-11,140,315
| Closed | -$1.84B | – | 1466 |
|
|
2023
Q1 | $1.84B | Sell |
11,140,315
-209,074
| -2% | -$34.5M | 3.9% | 3 |
|
|
2022
Q4 | $1.47B | Buy |
11,349,389
+160,280
| +1% | +$20.8M | 3.29% | 3 |
|
|
2022
Q3 | $1.55B | Buy |
11,189,109
+294,231
| +3% | +$40.7M | 4.04% | 2 |
|
|
2022
Q2 | $1.49B | Buy |
10,894,878
+45,660
| +0.4% | +$6.24M | 3.81% | 2 |
|
|
2022
Q1 | $1.89B | Buy |
10,849,218
+279,691
| +3% | +$48.8M | 4.1% | 2 |
|
|
2021
Q4 | $1.88B | Buy |
10,569,527
+148,101
| +1% | +$26.3M | 4.04% | 2 |
|
|
2021
Q3 | $1.47B | Buy |
10,421,426
+368,293
| +4% | +$52.1M | 3.61% | 2 |
|
|
2021
Q2 | $1.38B | Buy |
10,053,133
+755,449
| +8% | +$103M | 3.56% | 2 |
|
|
2021
Q1 | $1.14B | Sell |
9,297,684
-1,530,835
| -14% | -$187M | 3.68% | 2 |
|
|
2020
Q4 | $1.44B | Buy |
10,828,519
+28,502
| +0.3% | +$3.78M | 4.66% | 1 |
|
|
2020
Q3 | $1.25B | Buy |
10,800,017
+8,058,583
| +294% | +$933M | 4.88% | 1 |
|
|
2020
Q2 | $1B | Sell |
2,741,434
-13,640
| -0.5% | -$4.98M | 4.56% | 1 |
|
|
2020
Q1 | $701M | Buy |
2,755,074
+10,985
| +0.4% | +$2.79M | 3.97% | 2 |
|
|
2019
Q4 | $806M | Buy |
2,744,089
+194,080
| +8% | +$57M | 3.66% | 2 |
|
|
2019
Q3 | $571M | Buy |
2,550,009
+36,591
| +1% | +$8.2M | 2.98% | 2 |
|
|
2019
Q2 | $497M | Sell |
2,513,418
-249,202
| -9% | -$49.3M | 2.73% | 2 |
|
|
2019
Q1 | $525M | Buy |
2,762,620
+116,165
| +4% | +$22.1M | 2.74% | 2 |
|
|
2018
Q4 | $417M | Buy |
2,646,455
+78,404
| +3% | +$12.4M | 2.54% | 2 |
|
|
2018
Q3 | $580M | Buy |
2,568,051
+49,307
| +2% | +$11.1M | 2.83% | 2 |
|
|
2018
Q2 | $466M | Buy |
2,518,744
+26,213
| +1% | +$4.85M | 2.61% | 2 |
|
|
2018
Q1 | $418M | Buy |
2,492,531
+81,175
| +3% | +$13.6M | 2.83% | 2 |
|
|
2017
Q4 | $408M | Sell |
2,411,356
-11,025
| -0.5% | -$1.87M | 2.69% | 2 |
|
|
2017
Q3 | $373M | Buy |
2,422,381
+27,015
| +1% | +$4.16M | 2.69% | 2 |
|
|
2017
Q2 | $345M | Buy |
2,395,366
+22,350
| +0.9% | +$3.22M | 2.62% | 2 |
|
|
2017
Q1 | $341M | Sell |
2,373,016
-93,233
| -4% | -$13.4M | 2.64% | 2 |
|
|
2016
Q4 | $286M | Buy |
2,466,249
+17,620
| +0.7% | +$2.04M | 2.48% | 2 |
|
|
2016
Q3 | $277M | Sell |
2,448,629
-34,709
| -1% | -$3.92M | 2.58% | 2 |
|
|
2016
Q2 | $237M | Sell |
2,483,338
-2,208,012
| -47% | -$211M | 2.31% | 2 |
|
|
2016
Q1 | $511M | Buy |
4,691,350
+1,461,000
| +45% | +$159M | 4.89% | 1 |
|
|
2015
Q4 | $340M | Sell |
3,230,350
-240,744
| -7% | -$25.3M | 3.49% | 2 |
|
|
2015
Q3 | $383M | Buy |
3,471,094
+541,140
| +18% | +$59.7M | 4.81% | 1 |
|
|
2015
Q2 | $367M | Buy |
2,929,954
+13,031
| +0.4% | +$1.63M | 4.22% | 1 |
|
|
2015
Q1 | $363M | Buy |
2,916,923
+43,927
| +2% | +$5.47M | 4.14% | 1 |
|
|
2014
Q4 | $317M | Buy |
2,872,996
+26,123
| +0.9% | +$2.88M | 3.79% | 1 |
|
|
2014
Q3 | $287M | Buy |
2,846,873
+1,216,310
| +75% | +$123M | 3.69% | 1 |
|
|
2014
Q2 | $152M | Buy |
1,630,563
+1,392,536
| +585% | +$129M | 2.56% | 2 |
|
|
2014
Q1 | $128M | Buy |
238,027
+10,913
| +5% | +$5.86M | 2.33% | 3 |
|
|
2013
Q4 | $127M | Buy |
227,114
+20,267
| +10% | +$11.4M | 2.56% | 3 |
|
|
2013
Q3 | $98.6M | Buy |
206,847
+6,599
| +3% | +$3.15M | 2.24% | 3 |
|
|
2013
Q2 | $79.4M | Buy |
+200,248
| New | +$79.4M | 1.96% | 4 |
|