JPMPWA
J.P. Morgan Private Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $128M | Buy |
+477,841
| New | +$128M | 0.37% | 66 |
|
|
2023
Q2 | – | Sell |
-578,606
| Closed | -$140M | – | 1484 |
|
|
2023
Q1 | $140M | Buy |
578,606
+8,675
| +2% | +$2.1M | 0.3% | 81 |
|
|
2022
Q4 | $150M | Sell |
569,931
-39,264
| -6% | -$10.3M | 0.33% | 73 |
|
|
2022
Q3 | $137M | Buy |
609,195
+90,457
| +17% | +$20.4M | 0.36% | 75 |
|
|
2022
Q2 | $126M | Buy |
518,738
+133,491
| +35% | +$32.5M | 0.32% | 80 |
|
|
2022
Q1 | $93.2M | Buy |
385,247
+16,358
| +4% | +$3.96M | 0.2% | 121 |
|
|
2021
Q4 | $83M | Sell |
368,889
-213,042
| -37% | -$47.9M | 0.18% | 133 |
|
|
2021
Q3 | $124M | Sell |
581,931
-7,060
| -1% | -$1.5M | 0.3% | 79 |
|
|
2021
Q2 | $144M | Buy |
588,991
+22,875
| +4% | +$5.58M | 0.37% | 62 |
|
|
2021
Q1 | $141M | Sell |
566,116
-64,795
| -10% | -$16.1M | 0.46% | 53 |
|
|
2020
Q4 | $145M | Buy |
630,911
+39,485
| +7% | +$9.08M | 0.47% | 50 |
|
|
2020
Q3 | $150M | Buy |
591,426
+56,969
| +11% | +$14.5M | 0.59% | 39 |
|
|
2020
Q2 | $126M | Buy |
534,457
+12,300
| +2% | +$2.9M | 0.58% | 38 |
|
|
2020
Q1 | $106M | Buy |
522,157
+236
| +0% | +$47.8K | 0.6% | 38 |
|
|
2019
Q4 | $126M | Buy |
521,921
+29,677
| +6% | +$7.15M | 0.57% | 42 |
|
|
2019
Q3 | $95.3M | Sell |
492,244
-83,068
| -14% | -$16.1M | 0.5% | 51 |
|
|
2019
Q2 | $106M | Sell |
575,312
-21,871
| -4% | -$4.03M | 0.58% | 42 |
|
|
2019
Q1 | $113M | Buy |
597,183
+41,515
| +7% | +$7.89M | 0.59% | 39 |
|
|
2018
Q4 | $108M | Sell |
555,668
-49,541
| -8% | -$9.64M | 0.66% | 35 |
|
|
2018
Q3 | $125M | Buy |
605,209
+7,526
| +1% | +$1.56M | 0.61% | 35 |
|
|
2018
Q2 | $110M | Buy |
597,683
+16,184
| +3% | +$2.99M | 0.62% | 32 |
|
|
2018
Q1 | $99.1M | Sell |
581,499
-99,921
| -15% | -$17M | 0.67% | 34 |
|
|
2017
Q4 | $118M | Buy |
681,420
+90,412
| +15% | +$15.7M | 0.78% | 27 |
|
|
2017
Q3 | $110M | Sell |
591,008
-14,887
| -2% | -$2.78M | 0.79% | 22 |
|
|
2017
Q2 | $104M | Buy |
605,895
+15,508
| +3% | +$2.67M | 0.79% | 24 |
|
|
2017
Q1 | $96.9M | Buy |
590,387
+32,177
| +6% | +$5.28M | 0.75% | 26 |
|
|
2016
Q4 | $81.6M | Buy |
558,210
+16,521
| +3% | +$2.42M | 0.71% | 35 |
|
|
2016
Q3 | $90.4M | Buy |
541,689
+14,583
| +3% | +$2.43M | 0.84% | 25 |
|
|
2016
Q2 | $80.2M | Buy |
527,106
+67,300
| +15% | +$10.2M | 0.78% | 31 |
|
|
2016
Q1 | $68.9M | Buy |
459,806
+41,414
| +10% | +$6.21M | 0.66% | 38 |
|
|
2015
Q4 | $67.9M | Buy |
418,392
+31,312
| +8% | +$5.08M | 0.7% | 36 |
|
|
2015
Q3 | $53.5M | Buy |
387,080
+15,268
| +4% | +$2.11M | 0.67% | 39 |
|
|
2015
Q2 | $57.1M | Buy |
371,812
+32,109
| +9% | +$4.93M | 0.65% | 40 |
|
|
2015
Q1 | $54.3M | Buy |
339,703
+7,272
| +2% | +$1.16M | 0.62% | 43 |
|
|
2014
Q4 | $53M | Buy |
332,431
+9,696
| +3% | +$1.54M | 0.63% | 39 |
|
|
2014
Q3 | $45.3M | Buy |
322,735
+24,568
| +8% | +$3.45M | 0.58% | 44 |
|
|
2014
Q2 | $35.3M | Buy |
298,167
+7,793
| +3% | +$922K | 0.6% | 46 |
|
|
2014
Q1 | $35.8M | Buy |
290,374
+16,045
| +6% | +$1.98M | 0.65% | 42 |
|
|
2013
Q4 | $31.3M | Buy |
274,329
+47,482
| +21% | +$5.42M | 0.63% | 41 |
|
|
2013
Q3 | $25.4M | Buy |
226,847
+108,522
| +92% | +$12.1M | 0.58% | 49 |
|
|
2013
Q2 | $11.7M | Buy |
+118,325
| New | +$11.7M | 0.29% | 102 |
|