J.P. Morgan Private Wealth Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $12.6M | Sell |
38,915
-2,349
| -6% | -$762K | 0.04% | 337 |
|
|
2023
Q2 | $14.2M | Sell |
41,264
-9,452
| -19% | -$3.26M | 0.07% | 192 |
|
|
2023
Q1 | $16M | Sell |
50,716
-6,014
| -11% | -$1.9M | 0.03% | 341 |
|
|
2022
Q4 | $17M | Sell |
56,730
-970
| -2% | -$291K | 0.04% | 333 |
|
|
2022
Q3 | $15.5M | Sell |
57,700
-3,458
| -6% | -$926K | 0.04% | 320 |
|
|
2022
Q2 | $16.5M | Sell |
61,158
-300
| -0.5% | -$80.9K | 0.04% | 314 |
|
|
2022
Q1 | $20M | Buy |
61,458
+8,187
| +15% | +$2.67M | 0.04% | 323 |
|
|
2021
Q4 | $16M | Buy |
53,271
+393
| +0.7% | +$118K | 0.03% | 359 |
|
|
2021
Q3 | $15.1M | Buy |
52,878
+1,108
| +2% | +$317K | 0.04% | 361 |
|
|
2021
Q2 | $12.4M | Buy |
51,770
+10,190
| +25% | +$2.43M | 0.03% | 386 |
|
|
2021
Q1 | $9.57M | Sell |
41,580
-3,305
| -7% | -$761K | 0.03% | 379 |
|
|
2020
Q4 | $9.48M | Buy |
44,885
+3,283
| +8% | +$694K | 0.03% | 368 |
|
|
2020
Q3 | $8.58M | Buy |
41,602
+22,757
| +121% | +$4.69M | 0.03% | 351 |
|
|
2020
Q2 | $3.63M | Buy |
+18,845
| New | +$3.63M | 0.02% | 433 |
|
|
2020
Q1 | – | Sell |
-26,751
| Closed | -$5.57M | – | 1426 |
|
|
2019
Q4 | $5.57M | Buy |
26,751
+3,729
| +16% | +$777K | 0.03% | 401 |
|
|
2019
Q3 | $4.46M | Buy |
23,022
+2,100
| +10% | +$406K | 0.02% | 423 |
|
|
2019
Q2 | $4.04M | Sell |
20,922
-1,554
| -7% | -$300K | 0.02% | 434 |
|
|
2019
Q1 | $3.84M | Sell |
22,476
-7,024
| -24% | -$1.2M | 0.02% | 466 |
|
|
2018
Q4 | $4.29M | Sell |
29,500
-698
| -2% | -$101K | 0.03% | 393 |
|
|
2018
Q3 | $4.64M | Buy |
30,198
+527
| +2% | +$81K | 0.02% | 442 |
|
|
2018
Q2 | $4.07M | Buy |
29,671
+582
| +2% | +$79.8K | 0.02% | 442 |
|
|
2018
Q1 | $4.08M | Buy |
29,089
+1,785
| +7% | +$250K | 0.03% | 360 |
|
|
2017
Q4 | $3.66M | Buy |
27,304
+10,553
| +63% | +$1.41M | 0.02% | 377 |
|
|
2017
Q3 | $2.45M | Sell |
16,751
-7,140
| -30% | -$1.04M | 0.02% | 428 |
|
|
2017
Q2 | $3.18M | Sell |
23,891
-82,434
| -78% | -$11M | 0.02% | 377 |
|
|
2017
Q1 | $12.6M | Buy |
106,325
+2,079
| +2% | +$247K | 0.1% | 186 |
|
|
2016
Q4 | $11.6M | Sell |
104,246
-999
| -0.9% | -$111K | 0.1% | 184 |
|
|
2016
Q3 | $11.8M | Sell |
105,245
-1,853
| -2% | -$208K | 0.11% | 177 |
|
|
2016
Q2 | $11.7M | Buy |
107,098
+93,372
| +680% | +$10.2M | 0.11% | 167 |
|
|
2016
Q1 | $1.44M | Buy |
13,726
+6,696
| +95% | +$700K | 0.01% | 475 |
|
|
2015
Q4 | $648K | Buy |
7,030
+1,477
| +27% | +$136K | 0.01% | 622 |
|
|
2015
Q3 | $492K | Sell |
5,553
-6,283
| -53% | -$557K | 0.01% | 623 |
|
|
2015
Q2 | $1.18M | Sell |
11,836
-263
| -2% | -$26.2K | 0.01% | 471 |
|
|
2015
Q1 | $1.16M | Sell |
12,099
-449
| -4% | -$43.2K | 0.01% | 487 |
|
|
2014
Q4 | $1.19M | Buy |
12,548
+842
| +7% | +$79.9K | 0.01% | 490 |
|
|
2014
Q3 | $1.03M | Buy |
11,706
+7,636
| +188% | +$669K | 0.01% | 506 |
|
|
2014
Q2 | $367K | Sell |
4,070
-621
| -13% | -$56K | 0.01% | 654 |
|
|
2014
Q1 | $395K | Buy |
4,691
+604
| +15% | +$50.9K | 0.01% | 642 |
|
|
2013
Q4 | $343K | Buy |
4,087
+231
| +6% | +$19.4K | 0.01% | 513 |
|
|
2013
Q3 | $287K | Buy |
+3,856
| New | +$287K | 0.01% | 518 |
|