J.P. Morgan Private Wealth Advisors’s Bright Horizons BFAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $554K | Buy |
6,807
+5
| +0.1% | +$407 | ﹤0.01% | 1211 |
|
|
2023
Q2 | $629K | Sell |
6,802
-57
| -0.8% | -$5.27K | ﹤0.01% | 943 |
|
|
2023
Q1 | $528K | Sell |
6,859
-198
| -3% | -$15.2K | ﹤0.01% | 1456 |
|
|
2022
Q4 | $445K | Sell |
7,057
-3,987
| -36% | -$252K | ﹤0.01% | 1514 |
|
|
2022
Q3 | $637K | Buy |
11,044
+1,309
| +13% | +$75.5K | ﹤0.01% | 1357 |
|
|
2022
Q2 | $823K | Sell |
9,735
-46,647
| -83% | -$3.94M | ﹤0.01% | 1232 |
|
|
2022
Q1 | $7.48M | Buy |
56,382
+548
| +1% | +$72.7K | 0.02% | 516 |
|
|
2021
Q4 | $7.03M | Sell |
55,834
-1,359
| -2% | -$171K | 0.02% | 523 |
|
|
2021
Q3 | $7.97M | Buy |
57,193
+2,875
| +5% | +$401K | 0.02% | 478 |
|
|
2021
Q2 | $7.99M | Buy |
54,318
+12,472
| +30% | +$1.83M | 0.02% | 471 |
|
|
2021
Q1 | $7.17M | Buy |
41,846
+25,547
| +157% | +$4.38M | 0.02% | 428 |
|
|
2020
Q4 | $2.82M | Buy |
16,299
+7,374
| +83% | +$1.28M | 0.01% | 626 |
|
|
2020
Q3 | $1.36M | Buy |
8,925
+305
| +4% | +$46.4K | 0.01% | 772 |
|
|
2020
Q2 | $1.01M | Buy |
8,620
+2,623
| +44% | +$307K | ﹤0.01% | 810 |
|
|
2020
Q1 | $612K | Sell |
5,997
-17,940
| -75% | -$1.83M | ﹤0.01% | 859 |
|
|
2019
Q4 | $3.6M | Buy |
+23,937
| New | +$3.6M | 0.02% | 495 |
|