J.P. Morgan Private Wealth Advisors’s BILL Holdings BILL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,081
| Closed | -$477K | – | 1722 |
|
|
2023
Q2 | $477K | Sell |
4,081
-4,398
| -52% | -$514K | ﹤0.01% | 1052 |
|
|
2023
Q1 | $688K | Sell |
8,479
-4,478
| -35% | -$363K | ﹤0.01% | 1341 |
|
|
2022
Q4 | $1.41M | Buy |
12,957
+603
| +5% | +$65.7K | ﹤0.01% | 979 |
|
|
2022
Q3 | $1.64M | Buy |
12,354
+4,468
| +57% | +$591K | ﹤0.01% | 919 |
|
|
2022
Q2 | $867K | Sell |
7,886
-145,906
| -95% | -$16M | ﹤0.01% | 1210 |
|
|
2022
Q1 | $34.9M | Buy |
153,792
+74,134
| +93% | +$16.8M | 0.08% | 244 |
|
|
2021
Q4 | $19.8M | Sell |
79,658
-259
| -0.3% | -$64.5K | 0.04% | 312 |
|
|
2021
Q3 | $21.3M | Buy |
79,917
+2,226
| +3% | +$594K | 0.05% | 298 |
|
|
2021
Q2 | $14.2M | Sell |
77,691
-11,543
| -13% | -$2.11M | 0.04% | 366 |
|
|
2021
Q1 | $13M | Sell |
89,234
-37,915
| -30% | -$5.52M | 0.04% | 339 |
|
|
2020
Q4 | $17.4M | Buy |
127,149
+35,228
| +38% | +$4.81M | 0.06% | 283 |
|
|
2020
Q3 | $9.22M | Buy |
91,921
+72,373
| +370% | +$7.26M | 0.04% | 340 |
|
|
2020
Q2 | $1.76M | Buy |
19,548
+4,118
| +27% | +$371K | 0.01% | 619 |
|
|
2020
Q1 | $528K | Buy |
15,430
+2,083
| +16% | +$71.3K | ﹤0.01% | 914 |
|
|
2019
Q4 | $508K | Buy |
+13,347
| New | +$508K | ﹤0.01% | 1044 |
|