JPMPWA
J.P. Morgan Private Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $123M | Buy |
+399,190
| New | +$123M | 0.35% | 68 |
|
|
2023
Q2 | – | Sell |
-554,593
| Closed | -$159M | – | 1468 |
|
|
2023
Q1 | $159M | Sell |
554,593
-16,304
| -3% | -$4.66M | 0.34% | 73 |
|
|
2022
Q4 | $152M | Buy |
570,897
+3,556
| +0.6% | +$949K | 0.34% | 72 |
|
|
2022
Q3 | $146M | Buy |
567,341
+4,371
| +0.8% | +$1.12M | 0.38% | 69 |
|
|
2022
Q2 | $156M | Sell |
562,970
-13,938
| -2% | -$3.87M | 0.4% | 67 |
|
|
2022
Q1 | $195M | Sell |
576,908
-18,256
| -3% | -$6.16M | 0.42% | 61 |
|
|
2021
Q4 | $247M | Buy |
595,164
+8,580
| +1% | +$3.56M | 0.53% | 41 |
|
|
2021
Q3 | $188M | Sell |
586,584
-45,935
| -7% | -$14.7M | 0.46% | 48 |
|
|
2021
Q2 | $186M | Sell |
632,519
-24,417
| -4% | -$7.2M | 0.48% | 44 |
|
|
2021
Q1 | $181M | Sell |
656,936
-57,949
| -8% | -$16M | 0.59% | 38 |
|
|
2020
Q4 | $187M | Buy |
714,885
+22,506
| +3% | +$5.88M | 0.61% | 36 |
|
|
2020
Q3 | $156M | Buy |
692,379
+4,055
| +0.6% | +$916K | 0.61% | 34 |
|
|
2020
Q2 | $148M | Sell |
688,324
-27,656
| -4% | -$5.94M | 0.67% | 30 |
|
|
2020
Q1 | $117M | Buy |
715,980
+11,585
| +2% | +$1.89M | 0.66% | 34 |
|
|
2019
Q4 | $148M | Buy |
704,395
+9,301
| +1% | +$1.96M | 0.67% | 29 |
|
|
2019
Q3 | $134M | Buy |
695,094
+41,299
| +6% | +$7.94M | 0.7% | 31 |
|
|
2019
Q2 | $121M | Sell |
653,795
-7,203
| -1% | -$1.33M | 0.66% | 32 |
|
|
2019
Q1 | $116M | Buy |
660,998
+16,124
| +3% | +$2.84M | 0.61% | 38 |
|
|
2018
Q4 | $90.9M | Buy |
644,874
+31,172
| +5% | +$4.4M | 0.55% | 41 |
|
|
2018
Q3 | $104M | Sell |
613,702
-5,873
| -0.9% | -$1,000K | 0.51% | 46 |
|
|
2018
Q2 | $101M | Sell |
619,575
-7,580
| -1% | -$1.24M | 0.57% | 40 |
|
|
2018
Q1 | $96.3M | Sell |
627,155
-7,765
| -1% | -$1.19M | 0.65% | 36 |
|
|
2017
Q4 | $97.2M | Sell |
634,920
-18,726
| -3% | -$2.87M | 0.64% | 38 |
|
|
2017
Q3 | $88.3M | Sell |
653,646
-48,370
| -7% | -$6.53M | 0.64% | 39 |
|
|
2017
Q2 | $86.8M | Sell |
702,016
-24,613
| -3% | -$3.04M | 0.66% | 40 |
|
|
2017
Q1 | $87.1M | Sell |
726,629
-6,926
| -0.9% | -$830K | 0.67% | 34 |
|
|
2016
Q4 | $85.9M | Sell |
733,555
-12,671
| -2% | -$1.48M | 0.75% | 30 |
|
|
2016
Q3 | $91.2M | Sell |
746,226
-31,800
| -4% | -$3.88M | 0.85% | 23 |
|
|
2016
Q2 | $88.1M | Buy |
778,026
+6,127
| +0.8% | +$694K | 0.86% | 23 |
|
|
2016
Q1 | $89.1M | Buy |
771,899
+90,831
| +13% | +$10.5M | 0.85% | 23 |
|
|
2015
Q4 | $71.2M | Buy |
681,068
+73,804
| +12% | +$7.71M | 0.73% | 32 |
|
|
2015
Q3 | $59.7M | Sell |
607,264
-15,925
| -3% | -$1.56M | 0.75% | 35 |
|
|
2015
Q2 | $60.3M | Buy |
623,189
+16,195
| +3% | +$1.57M | 0.69% | 35 |
|
|
2015
Q1 | $56.9M | Buy |
606,994
+8,316
| +1% | +$779K | 0.65% | 39 |
|
|
2014
Q4 | $53.5M | Buy |
598,678
+2,288
| +0.4% | +$204K | 0.64% | 38 |
|
|
2014
Q3 | $48.5M | Buy |
596,390
+18,059
| +3% | +$1.47M | 0.62% | 39 |
|
|
2014
Q2 | $46.8M | Buy |
578,331
+13,178
| +2% | +$1.07M | 0.79% | 33 |
|
|
2014
Q1 | $45.1M | Buy |
565,153
+43,864
| +8% | +$3.5M | 0.82% | 26 |
|
|
2013
Q4 | $42.9M | Buy |
521,289
+13,682
| +3% | +$1.12M | 0.86% | 28 |
|
|
2013
Q3 | $37.4M | Buy |
507,607
+35,171
| +7% | +$2.59M | 0.85% | 30 |
|
|
2013
Q2 | $34M | Buy |
+472,436
| New | +$34M | 0.84% | 29 |
|