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

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$6.85M Sell
120,361
-4,491
-4% -$255K 0.02% 437
2023
Q2
$7.45M Sell
124,852
-46,429
-27% -$2.77M 0.04% 274
2023
Q1
$10.9M Buy
171,281
+99
+0.1% +$6.28K 0.02% 412
2022
Q4
$10.6M Buy
171,182
+13,315
+8% +$826K 0.02% 408
2022
Q3
$7.9M Sell
157,867
-84
-0.1% -$4.2K 0.02% 447
2022
Q2
$8.87M Sell
157,951
-12,302
-7% -$691K 0.02% 430
2022
Q1
$11.7M Buy
170,253
+35,276
+26% +$2.43M 0.03% 407
2021
Q4
$7.27M Sell
134,977
-115,152
-46% -$6.2M 0.02% 516
2021
Q3
$11.9M Buy
250,129
+18,962
+8% +$905K 0.03% 393
2021
Q2
$15M Buy
231,167
+99,716
+76% +$6.48M 0.04% 357
2021
Q1
$8.14M Buy
131,451
+47,211
+56% +$2.92M 0.03% 404
2020
Q4
$4.91M Buy
84,240
+6,089
+8% +$355K 0.02% 488
2020
Q3
$3.61M Buy
78,151
+4,783
+7% +$221K 0.01% 507
2020
Q2
$3.26M Sell
73,368
-8,367
-10% -$371K 0.01% 465
2020
Q1
$2.68M Sell
81,735
-116,692
-59% -$3.82M 0.02% 473
2019
Q4
$9.68M Buy
198,427
+6,404
+3% +$313K 0.04% 311
2019
Q3
$8.46M Buy
192,023
+9,112
+5% +$401K 0.04% 318
2019
Q2
$9.48M Sell
182,911
-4,005
-2% -$208K 0.05% 287
2019
Q1
$9.12M Sell
186,916
-9,716
-5% -$474K 0.05% 298
2018
Q4
$8.47M Buy
196,632
+10,182
+5% +$439K 0.05% 279
2018
Q3
$8.29M Buy
186,450
+7,079
+4% +$315K 0.04% 337
2018
Q2
$8M Buy
179,371
+16,954
+10% +$756K 0.04% 313
2018
Q1
$6.44M Buy
162,417
+45,007
+38% +$1.78M 0.04% 290
2017
Q4
$4.82M Buy
117,410
+3,688
+3% +$151K 0.03% 333
2017
Q3
$4.11M Buy
113,722
+5,287
+5% +$191K 0.03% 339
2017
Q2
$3.44M Sell
108,435
-131,703
-55% -$4.18M 0.03% 361
2017
Q1
$7.78M Buy
240,138
+173,709
+261% +$5.63M 0.06% 247
2016
Q4
$2.12M Buy
66,429
+1,132
+2% +$36.1K 0.02% 433
2016
Q3
$2.02M Sell
65,297
-942
-1% -$29.1K 0.02% 432
2016
Q2
$1.69M Sell
66,239
-2,640
-4% -$67.3K 0.02% 483
2016
Q1
$1.59M Sell
68,879
-36,784
-35% -$850K 0.02% 450
2015
Q4
$2.43M Buy
105,663
+92,192
+684% +$2.12M 0.02% 338
2015
Q3
$380K Sell
13,471
-26,674
-66% -$752K ﹤0.01% 712
2015
Q2
$1.46M Buy
40,145
+10,217
+34% +$371K 0.02% 424
2015
Q1
$1.18M Buy
29,928
+2,300
+8% +$90.4K 0.01% 483
2014
Q4
$1.11M Sell
27,628
-14,198
-34% -$568K 0.01% 511
2014
Q3
$2.08M Buy
41,826
+4,383
+12% +$218K 0.03% 364
2014
Q2
$2.17M Sell
37,443
-10,517
-22% -$609K 0.04% 281
2014
Q1
$2.75M Buy
47,960
+4,300
+10% +$246K 0.05% 247
2013
Q4
$2.52M Sell
43,660
-9,442
-18% -$545K 0.05% 233
2013
Q3
$2.99M Buy
53,102
+1,800
+4% +$101K 0.07% 215
2013
Q2
$2.5M Buy
+51,302
New +$2.5M 0.06% 223