J.P. Morgan Private Wealth Advisors’s American Express AXP Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio AXP Stock Details AXP Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$28.3M	Buy	+189,793	New	+$28.3M	0.08%	231
2023 Q2	–	Sell	-241,694	Closed	-$39.9M	–	1509
2023 Q1	$39.9M	Sell	241,694 -4,260	-2%	-$703K	0.08%	215
2022 Q4	$36.3M	Buy	245,954 +49,780	+25%	+$7.35M	0.08%	222
2022 Q3	$26.5M	Buy	196,174 +7,379	+4%	+$996K	0.07%	245
2022 Q2	$26.2M	Sell	188,795 -52,693	-22%	-$7.3M	0.07%	253
2022 Q1	$45.2M	Buy	241,488 +25,842	+12%	+$4.83M	0.1%	205
2021 Q4	$35.3M	Sell	215,646 -1,843	-0.8%	-$302K	0.08%	237
2021 Q3	$36.4M	Buy	217,489 +21,116	+11%	+$3.54M	0.09%	226
2021 Q2	$32.4M	Buy	196,373 +18,560	+10%	+$3.07M	0.08%	229
2021 Q1	$25.2M	Buy	177,813 +4,603	+3%	+$651K	0.08%	229
2020 Q4	$20.9M	Sell	173,210 -5,572	-3%	-$674K	0.07%	246
2020 Q3	$17.9M	Sell	178,782 -15,835	-8%	-$1.59M	0.07%	226
2020 Q2	$18.5M	Buy	194,617 +11,768	+6%	+$1.12M	0.08%	198
2020 Q1	$15.7M	Sell	182,849 -25,336	-12%	-$2.17M	0.09%	201
2019 Q4	$25.9M	Buy	208,185 +3,768	+2%	+$469K	0.12%	171
2019 Q3	$24.2M	Buy	204,417 +25,937	+15%	+$3.07M	0.13%	158
2019 Q2	$22M	Buy	178,480 +4,508	+3%	+$556K	0.12%	171
2019 Q1	$19M	Buy	173,972 +13,488	+8%	+$1.47M	0.1%	202
2018 Q4	$15.3M	Buy	160,484 +15,389	+11%	+$1.47M	0.09%	201
2018 Q3	$15.5M	Buy	145,095 +975	+0.7%	+$104K	0.08%	233
2018 Q2	$14.1M	Buy	144,120 +2,909	+2%	+$285K	0.08%	232
2018 Q1	$13.2M	Sell	141,211 -716	-0.5%	-$66.8K	0.09%	197
2017 Q4	$14.1M	Buy	141,927 +1,293	+0.9%	+$128K	0.09%	194
2017 Q3	$12.7M	Buy	140,634 +14,547	+12%	+$1.32M	0.09%	193
2017 Q2	$10.6M	Buy	126,087 +1,409	+1%	+$119K	0.08%	203
2017 Q1	$9.86M	Sell	124,678 -9,049	-7%	-$716K	0.08%	212
2016 Q4	$9.91M	Sell	133,727 -34,462	-20%	-$2.55M	0.09%	198
2016 Q3	$10.8M	Sell	168,189 -10,490	-6%	-$672K	0.1%	190
2016 Q2	$10.9M	Sell	178,679 -22,403	-11%	-$1.36M	0.11%	174
2016 Q1	$12.3M	Sell	201,082 -22,490	-10%	-$1.38M	0.12%	158
2015 Q4	$15.6M	Sell	223,572 -27,363	-11%	-$1.9M	0.16%	139
2015 Q3	$18.6M	Sell	250,935 -40,084	-14%	-$2.97M	0.23%	114
2015 Q2	$22.6M	Sell	291,019 -75,289	-21%	-$5.85M	0.26%	111
2015 Q1	$28.6M	Sell	366,308 -111,824	-23%	-$8.74M	0.33%	85
2014 Q4	$44.5M	Sell	478,132 -100,268	-17%	-$9.33M	0.53%	54
2014 Q3	$50.6M	Buy	578,400 +247,257	+75%	+$21.6M	0.65%	38
2014 Q2	$31.4M	Buy	331,143 +17,479	+6%	+$1.66M	0.53%	51
2014 Q1	$28.2M	Buy	313,664 +35,005	+13%	+$3.15M	0.52%	52
2013 Q4	$25.3M	Buy	278,659 +5,093	+2%	+$462K	0.51%	57
2013 Q3	$20.7M	Buy	273,566 +18,015	+7%	+$1.36M	0.47%	65
2013 Q2	$19.1M	Buy	+255,551	New	+$19.1M	0.47%	62