JPMPWA
J.P. Morgan Private Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $610M | Buy |
+4,799,700
| New | +$610M | 1.74% | 7 |
|
|
2023
Q2 | – | Sell |
-5,738,985
| Closed | -$593M | – | 1488 |
|
|
2023
Q1 | $593M | Buy |
5,738,985
+392,657
| +7% | +$40.6M | 1.26% | 7 |
|
|
2022
Q4 | $449M | Sell |
5,346,328
-837,049
| -14% | -$70.3M | 1% | 16 |
|
|
2022
Q3 | $699M | Buy |
6,183,377
+369,138
| +6% | +$41.7M | 1.83% | 5 |
|
|
2022
Q2 | $618M | Buy |
5,814,239
+5,532,284
| +1,962% | +$588M | 1.58% | 5 |
|
|
2022
Q1 | $919M | Buy |
281,955
+9,212
| +3% | +$30M | 1.99% | 5 |
|
|
2021
Q4 | $909M | Buy |
272,743
+15,412
| +6% | +$51.4M | 1.96% | 5 |
|
|
2021
Q3 | $845M | Buy |
257,331
+17,876
| +7% | +$58.7M | 2.07% | 5 |
|
|
2021
Q2 | $824M | Buy |
239,455
+37,408
| +19% | +$129M | 2.13% | 4 |
|
|
2021
Q1 | $625M | Sell |
202,047
-10,924
| -5% | -$33.8M | 2.02% | 5 |
|
|
2020
Q4 | $694M | Buy |
212,971
+12,642
| +6% | +$41.2M | 2.25% | 4 |
|
|
2020
Q3 | $631M | Buy |
200,329
+8,630
| +5% | +$27.2M | 2.46% | 4 |
|
|
2020
Q2 | $529M | Buy |
191,699
+761
| +0.4% | +$2.1M | 2.41% | 4 |
|
|
2020
Q1 | $372M | Buy |
190,938
+27,951
| +17% | +$54.5M | 2.11% | 5 |
|
|
2019
Q4 | $301M | Buy |
162,987
+12,661
| +8% | +$23.4M | 1.37% | 9 |
|
|
2019
Q3 | $261M | Buy |
150,326
+9,826
| +7% | +$17.1M | 1.36% | 8 |
|
|
2019
Q2 | $266M | Sell |
140,500
-4,404
| -3% | -$8.34M | 1.46% | 8 |
|
|
2019
Q1 | $258M | Buy |
144,904
+7,085
| +5% | +$12.6M | 1.35% | 8 |
|
|
2018
Q4 | $207M | Buy |
137,819
+5,597
| +4% | +$8.41M | 1.26% | 11 |
|
|
2018
Q3 | $265M | Buy |
132,222
+6,259
| +5% | +$12.5M | 1.29% | 8 |
|
|
2018
Q2 | $214M | Buy |
125,963
+7,030
| +6% | +$11.9M | 1.2% | 12 |
|
|
2018
Q1 | $172M | Buy |
118,933
+6,717
| +6% | +$9.72M | 1.16% | 15 |
|
|
2017
Q4 | $131M | Buy |
112,216
+10,238
| +10% | +$12M | 0.86% | 23 |
|
|
2017
Q3 | $98M | Buy |
101,978
+8,845
| +9% | +$8.5M | 0.71% | 32 |
|
|
2017
Q2 | $90.2M | Sell |
93,133
-4,869
| -5% | -$4.71M | 0.68% | 37 |
|
|
2017
Q1 | $86.9M | Buy |
98,002
+7,875
| +9% | +$6.98M | 0.67% | 35 |
|
|
2016
Q4 | $67.6M | Buy |
90,127
+4,624
| +5% | +$3.47M | 0.59% | 47 |
|
|
2016
Q3 | $71.6M | Buy |
85,503
+932
| +1% | +$780K | 0.67% | 41 |
|
|
2016
Q2 | $60.5M | Buy |
84,571
+20,604
| +32% | +$14.7M | 0.59% | 47 |
|
|
2016
Q1 | $38M | Buy |
63,967
+9,915
| +18% | +$5.89M | 0.36% | 75 |
|
|
2015
Q4 | $36.5M | Buy |
54,052
+3,421
| +7% | +$2.31M | 0.37% | 78 |
|
|
2015
Q3 | $25.9M | Sell |
50,631
-4,241
| -8% | -$2.17M | 0.33% | 89 |
|
|
2015
Q2 | $23.8M | Sell |
54,872
-5,513
| -9% | -$2.39M | 0.27% | 105 |
|
|
2015
Q1 | $22.5M | Sell |
60,385
-7,535
| -11% | -$2.8M | 0.26% | 104 |
|
|
2014
Q4 | $21.1M | Buy |
67,920
+995
| +1% | +$309K | 0.25% | 108 |
|
|
2014
Q3 | $21.6M | Buy |
66,925
+4,634
| +7% | +$1.49M | 0.28% | 97 |
|
|
2014
Q2 | $20.2M | Buy |
62,291
+8,185
| +15% | +$2.66M | 0.34% | 87 |
|
|
2014
Q1 | $18.2M | Buy |
54,106
+492
| +0.9% | +$165K | 0.33% | 89 |
|
|
2013
Q4 | $21.4M | Buy |
53,614
+2,960
| +6% | +$1.18M | 0.43% | 74 |
|
|
2013
Q3 | $15.8M | Buy |
50,654
+2,372
| +5% | +$742K | 0.36% | 85 |
|
|
2013
Q2 | $13.4M | Buy |
+48,282
| New | +$13.4M | 0.33% | 93 |
|