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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$78.4M Buy
121,250
+16,321
+16% +$10.6M 0.22% 108
2023
Q2
$72.5M Buy
104,929
+24,285
+30% +$16.8M 0.38% 62
2023
Q1
$54M Buy
80,644
+178
+0.2% +$119K 0.11% 184
2022
Q4
$57M Sell
80,466
-2,286
-3% -$1.62M 0.13% 168
2022
Q3
$45.5M Buy
82,752
+11,102
+15% +$6.11M 0.12% 178
2022
Q2
$43.6M Buy
71,650
+4,066
+6% +$2.48M 0.11% 188
2022
Q1
$51.6M Sell
67,584
-20,496
-23% -$15.7M 0.11% 184
2021
Q4
$80.6M Buy
88,080
+9,145
+12% +$8.37M 0.17% 138
2021
Q3
$66.2M Buy
78,935
+10,748
+16% +$9.01M 0.16% 151
2021
Q2
$59.7M Sell
68,187
-4,051
-6% -$3.54M 0.15% 153
2021
Q1
$54.5M Sell
72,238
-577
-0.8% -$435K 0.18% 131
2020
Q4
$52.5M Buy
72,815
+1,844
+3% +$1.33M 0.17% 138
2020
Q3
$40M Buy
70,971
+3,377
+5% +$1.9M 0.16% 138
2020
Q2
$36.8M Sell
67,594
-1,265
-2% -$688K 0.17% 132
2020
Q1
$30.3M Sell
68,859
-1,113
-2% -$490K 0.17% 131
2019
Q4
$35.2M Buy
69,972
+13,375
+24% +$6.72M 0.16% 143
2019
Q3
$25.2M Sell
56,597
-3,189
-5% -$1.42M 0.13% 153
2019
Q2
$28.1M Sell
59,786
-819
-1% -$384K 0.15% 148
2019
Q1
$25.9M Sell
60,605
-1,788
-3% -$764K 0.14% 164
2018
Q4
$24.5M Sell
62,393
-11,800
-16% -$4.64M 0.15% 150
2018
Q3
$35M Buy
74,193
+399
+0.5% +$188K 0.17% 137
2018
Q2
$36.8M Buy
73,794
+10,504
+17% +$5.24M 0.21% 118
2018
Q1
$34.3M Buy
63,290
+1,667
+3% +$903K 0.23% 106
2017
Q4
$31.7M Buy
61,623
+1,534
+3% +$788K 0.21% 118
2017
Q3
$26.9M Buy
60,089
+3,724
+7% +$1.67M 0.19% 126
2017
Q2
$23.8M Sell
56,365
-147
-0.3% -$62.1K 0.18% 136
2017
Q1
$21.7M Buy
56,512
+10,579
+23% +$4.06M 0.17% 138
2016
Q4
$17.5M Buy
45,933
+7,740
+20% +$2.95M 0.15% 140
2016
Q3
$13.8M Buy
38,193
+3,239
+9% +$1.17M 0.13% 164
2016
Q2
$12M Buy
34,954
+2,348
+7% +$804K 0.12% 164
2016
Q1
$11.1M Buy
32,606
+3,645
+13% +$1.24M 0.11% 169
2015
Q4
$9.86M Buy
28,961
+2,402
+9% +$818K 0.1% 180
2015
Q3
$7.9M Sell
26,559
-491
-2% -$146K 0.1% 186
2015
Q2
$9.36M Buy
27,050
+428
+2% +$148K 0.11% 192
2015
Q1
$9.74M Sell
26,622
-544
-2% -$199K 0.11% 186
2014
Q4
$9.71M Buy
27,166
+445
+2% +$159K 0.12% 188
2014
Q3
$8.77M Buy
26,721
+1,509
+6% +$495K 0.11% 190
2014
Q2
$8.06M Sell
25,212
-82
-0.3% -$26.2K 0.14% 163
2014
Q1
$7.95M Buy
25,294
+3,789
+18% +$1.19M 0.15% 159
2013
Q4
$6.81M Buy
21,505
+279
+1% +$88.3K 0.14% 164
2013
Q3
$5.74M Buy
21,226
+717
+3% +$194K 0.13% 170
2013
Q2
$5.27M Buy
+20,509
New +$5.27M 0.13% 165