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 |
|