J.P. Morgan Private Wealth Advisors’s Federal Agricultural Mortgage AGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.45M | Sell |
9,392
-142
| -1% | -$21.9K | ﹤0.01% | 853 |
|
|
2023
Q2 | $1.37M | Sell |
9,534
-1,314
| -12% | -$189K | 0.01% | 672 |
|
|
2023
Q1 | $1.44M | Buy |
10,848
+651
| +6% | +$86.7K | ﹤0.01% | 1000 |
|
|
2022
Q4 | $1.15M | Buy |
10,197
+1,262
| +14% | +$142K | ﹤0.01% | 1082 |
|
|
2022
Q3 | $886K | Buy |
8,935
+306
| +4% | +$30.3K | ﹤0.01% | 1198 |
|
|
2022
Q2 | $843K | Buy |
8,629
+446
| +5% | +$43.6K | ﹤0.01% | 1224 |
|
|
2022
Q1 | $888K | Buy |
8,183
+2,589
| +46% | +$281K | ﹤0.01% | 1273 |
|
|
2021
Q4 | $693K | Buy |
5,594
+855
| +18% | +$106K | ﹤0.01% | 1412 |
|
|
2021
Q3 | $514K | Buy |
4,739
+450
| +10% | +$48.8K | ﹤0.01% | 1490 |
|
|
2021
Q2 | $424K | Buy |
+4,289
| New | +$424K | ﹤0.01% | 1539 |
|
|
2020
Q1 | – | Sell |
-2,801
| Closed | -$234K | – | 1422 |
|
|
2019
Q4 | $234K | Buy |
2,801
+193
| +7% | +$16.1K | ﹤0.01% | 1340 |
|
|
2019
Q3 | $213K | Buy |
+2,608
| New | +$213K | ﹤0.01% | 1324 |
|
|
2016
Q2 | – | Sell |
-8,645
| Closed | -$326K | – | 1254 |
|
|
2016
Q1 | $326K | Buy |
8,645
+59
| +0.7% | +$2.23K | ﹤0.01% | 917 |
|
|
2015
Q4 | $271K | Buy |
8,586
+42
| +0.5% | +$1.33K | ﹤0.01% | 909 |
|
|
2015
Q3 | $222K | Buy |
+8,544
| New | +$222K | ﹤0.01% | 906 |
|
|
2015
Q2 | – | Sell |
-8,448
| Closed | -$238K | – | 1046 |
|
|
2015
Q1 | $238K | Buy |
+8,448
| New | +$238K | ﹤0.01% | 972 |
|