J.P. Morgan Private Wealth Advisors’s Boeing BA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$40.2M	Sell	209,499 -15,265	-7%	-$2.93M	0.11%	185
2023 Q2	$47.5M	Sell	224,764 -44,266	-16%	-$9.35M	0.25%	91
2023 Q1	$57.2M	Buy	269,030 +39,216	+17%	+$8.33M	0.12%	175
2022 Q4	$43.8M	Buy	229,814 +16,703	+8%	+$3.18M	0.1%	195
2022 Q3	$25.8M	Buy	213,111 +154	+0.1%	+$18.6K	0.07%	246
2022 Q2	$29.1M	Sell	212,957 -51,761	-20%	-$7.08M	0.07%	233
2022 Q1	$50.7M	Sell	264,718 -2,712	-1%	-$519K	0.11%	189
2021 Q4	$53.8M	Buy	267,430 +9,970	+4%	+$2.01M	0.12%	183
2021 Q3	$56.6M	Sell	257,460 -84,785	-25%	-$18.6M	0.14%	164
2021 Q2	$82M	Buy	342,245 +85,769	+33%	+$20.5M	0.21%	114
2021 Q1	$65.3M	Buy	256,476 +58,285	+29%	+$14.8M	0.21%	115
2020 Q4	$42.4M	Buy	198,191 +19,973	+11%	+$4.28M	0.14%	160
2020 Q3	$29.5M	Sell	178,218 -48,172	-21%	-$7.96M	0.11%	173
2020 Q2	$41.5M	Sell	226,390 -5,990	-3%	-$1.1M	0.19%	121
2020 Q1	$34.7M	Sell	232,380 -137,622	-37%	-$20.5M	0.2%	119
2019 Q4	$121M	Buy	370,002 +36,584	+11%	+$11.9M	0.55%	44
2019 Q3	$127M	Buy	333,418 +9,337	+3%	+$3.55M	0.66%	34
2019 Q2	$118M	Sell	324,081 -861	-0.3%	-$313K	0.65%	35
2019 Q1	$124M	Buy	324,942 +25,389	+8%	+$9.68M	0.65%	35
2018 Q4	$96.6M	Buy	299,553 +16,383	+6%	+$5.28M	0.59%	37
2018 Q3	$105M	Buy	283,170 +4,119	+1%	+$1.53M	0.51%	44
2018 Q2	$93.6M	Sell	279,051 -1,945	-0.7%	-$653K	0.52%	44
2018 Q1	$92.1M	Buy	280,996 +12,639	+5%	+$4.14M	0.62%	39
2017 Q4	$79.1M	Buy	268,357 +2,907	+1%	+$857K	0.52%	47
2017 Q3	$67.5M	Buy	265,450 +561	+0.2%	+$143K	0.49%	57
2017 Q2	$52.4M	Sell	264,889 -7,895	-3%	-$1.56M	0.4%	68
2017 Q1	$48.2M	Buy	272,784 +1,599	+0.6%	+$283K	0.37%	74
2016 Q4	$42.2M	Buy	271,185 +3,847	+1%	+$599K	0.37%	72
2016 Q3	$35.2M	Sell	267,338 -1,084	-0.4%	-$143K	0.33%	82
2016 Q2	$34.9M	Sell	268,422 -14,376	-5%	-$1.87M	0.34%	83
2016 Q1	$35.9M	Sell	282,798 -18,234	-6%	-$2.31M	0.34%	80
2015 Q4	$43.5M	Buy	301,032 +36,186	+14%	+$5.23M	0.45%	61
2015 Q3	$34.7M	Buy	264,846 +54,538	+26%	+$7.14M	0.44%	65
2015 Q2	$29.2M	Sell	210,308 -128,698	-38%	-$17.9M	0.33%	82
2015 Q1	$50.9M	Buy	339,006 +12,185	+4%	+$1.83M	0.58%	47
2014 Q4	$42.5M	Buy	326,821 +29,648	+10%	+$3.85M	0.51%	57
2014 Q3	$37.9M	Buy	297,173 +258,305	+665%	+$32.9M	0.49%	56
2014 Q2	$4.95M	Buy	38,868 +3,131	+9%	+$398K	0.08%	207
2014 Q1	$4.49M	Buy	35,737 +1,702	+5%	+$214K	0.08%	202
2013 Q4	$4.65M	Buy	34,035 +7,361	+28%	+$1M	0.09%	190
2013 Q3	$3.13M	Buy	26,674 +2,873	+12%	+$338K	0.07%	209
2013 Q2	$2.44M	Buy	+23,801	New	+$2.44M	0.06%	226