JPMPWA
J.P. Morgan Private Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $33M | Buy |
+200,693
| New | +$33M | 0.09% | 207 |
|
|
2023
Q2 | – | Sell |
-290,810
| Closed | -$59.4M | – | 1486 |
|
|
2023
Q1 | $59.4M | Buy |
290,810
+18,533
| +7% | +$3.79M | 0.13% | 173 |
|
|
2022
Q4 | $57.7M | Sell |
272,277
-105,138
| -28% | -$22.3M | 0.13% | 166 |
|
|
2022
Q3 | $81M | Buy |
377,415
+21,274
| +6% | +$4.57M | 0.21% | 114 |
|
|
2022
Q2 | $91M | Sell |
356,141
-14,932
| -4% | -$3.82M | 0.23% | 103 |
|
|
2022
Q1 | $93.2M | Sell |
371,073
-34,214
| -8% | -$8.6M | 0.2% | 120 |
|
|
2021
Q4 | $119M | Buy |
405,287
+22,528
| +6% | +$6.59M | 0.25% | 93 |
|
|
2021
Q3 | $102M | Sell |
382,759
-6,892
| -2% | -$1.83M | 0.25% | 95 |
|
|
2021
Q2 | $105M | Buy |
389,651
+3,703
| +1% | +$1M | 0.27% | 87 |
|
|
2021
Q1 | $92.3M | Sell |
385,948
-57,623
| -13% | -$13.8M | 0.3% | 80 |
|
|
2020
Q4 | $99.6M | Sell |
443,571
-2,393
| -0.5% | -$537K | 0.32% | 74 |
|
|
2020
Q3 | $108M | Buy |
445,964
+7,947
| +2% | +$1.92M | 0.42% | 63 |
|
|
2020
Q2 | $113M | Buy |
438,017
+18,123
| +4% | +$4.69M | 0.52% | 47 |
|
|
2020
Q1 | $91.4M | Buy |
419,894
+18,126
| +5% | +$3.95M | 0.52% | 46 |
|
|
2019
Q4 | $92.3M | Buy |
401,768
+26,441
| +7% | +$6.08M | 0.42% | 63 |
|
|
2019
Q3 | $83M | Buy |
375,327
+1,969
| +0.5% | +$435K | 0.43% | 62 |
|
|
2019
Q2 | $76.3M | Sell |
373,358
-9,109
| -2% | -$1.86M | 0.42% | 61 |
|
|
2019
Q1 | $75.4M | Buy |
382,467
+17,798
| +5% | +$3.51M | 0.39% | 62 |
|
|
2018
Q4 | $57.7M | Buy |
364,669
+2,008
| +0.6% | +$318K | 0.35% | 72 |
|
|
2018
Q3 | $52.7M | Buy |
362,661
+4,877
| +1% | +$709K | 0.26% | 92 |
|
|
2018
Q2 | $51.6M | Buy |
357,784
+352,915
| +7,248% | +$50.9M | 0.29% | 81 |
|
|
2018
Q1 | $708K | Buy |
+4,869
| New | +$708K | ﹤0.01% | 756 |
|
|
2017
Q4 | – | Sell |
-5,247
| Closed | -$717K | – | 1285 |
|
|
2017
Q3 | $717K | Buy |
5,247
+76
| +1% | +$10.4K | 0.01% | 717 |
|
|
2017
Q2 | $685K | Sell |
5,171
-5,393
| -51% | -$714K | 0.01% | 720 |
|
|
2017
Q1 | $1.28M | Buy |
10,564
+5,864
| +125% | +$713K | 0.01% | 565 |
|
|
2016
Q4 | $497K | Sell |
4,700
-26,714
| -85% | -$2.82M | ﹤0.01% | 810 |
|
|
2016
Q3 | $3.56M | Buy |
31,414
+233
| +0.7% | +$26.4K | 0.03% | 326 |
|
|
2016
Q2 | $3.54M | Buy |
31,181
+27,688
| +793% | +$3.15M | 0.03% | 325 |
|
|
2016
Q1 | $358K | Buy |
3,493
+873
| +33% | +$89.5K | ﹤0.01% | 876 |
|
|
2015
Q4 | $254K | Buy |
+2,620
| New | +$254K | ﹤0.01% | 935 |
|
|
2015
Q2 | – | Sell |
-2,755
| Closed | -$259K | – | 1050 |
|
|
2015
Q1 | $259K | Buy |
2,755
+265
| +11% | +$24.9K | ﹤0.01% | 943 |
|
|
2014
Q4 | $246K | Buy |
+2,490
| New | +$246K | ﹤0.01% | 940 |
|