J.P. Morgan Private Wealth Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $10.9M | Buy |
+280,419
| New | +$10.9M | 0.03% | 366 |
|
|
2023
Q2 | – | Sell |
-310,453
| Closed | -$11.8M | – | 1534 |
|
|
2023
Q1 | $11.8M | Sell |
310,453
-35,184
| -10% | -$1.33M | 0.03% | 399 |
|
|
2022
Q4 | $12.1M | Sell |
345,637
-14,955
| -4% | -$522K | 0.03% | 389 |
|
|
2022
Q3 | $10.3M | Sell |
360,592
-4,243
| -1% | -$121K | 0.03% | 393 |
|
|
2022
Q2 | $10.3M | Sell |
364,835
-11,926
| -3% | -$338K | 0.03% | 395 |
|
|
2022
Q1 | $11.1M | Buy |
376,761
+311
| +0.1% | +$9.14K | 0.02% | 414 |
|
|
2021
Q4 | $10M | Sell |
376,450
-80,129
| -18% | -$2.13M | 0.02% | 435 |
|
|
2021
Q3 | $12.5M | Buy |
456,579
+48,882
| +12% | +$1.34M | 0.03% | 386 |
|
|
2021
Q2 | $10.8M | Buy |
407,697
+50,682
| +14% | +$1.34M | 0.03% | 404 |
|
|
2021
Q1 | $8.69M | Buy |
357,015
+105,642
| +42% | +$2.57M | 0.03% | 393 |
|
|
2020
Q4 | $5.16M | Sell |
251,373
-8,004
| -3% | -$164K | 0.02% | 470 |
|
|
2020
Q3 | $4.53M | Sell |
259,377
-267,266
| -51% | -$4.67M | 0.02% | 448 |
|
|
2020
Q2 | $12.3M | Buy |
526,643
+29,030
| +6% | +$677K | 0.06% | 259 |
|
|
2020
Q1 | $12.1M | Buy |
497,613
+34,121
| +7% | +$832K | 0.07% | 233 |
|
|
2019
Q4 | $17.5M | Buy |
463,492
+197,690
| +74% | +$7.46M | 0.08% | 220 |
|
|
2019
Q3 | $10.1M | Buy |
265,802
+21,151
| +9% | +$804K | 0.05% | 288 |
|
|
2019
Q2 | $10M | Sell |
244,651
-16,301
| -6% | -$668K | 0.06% | 280 |
|
|
2019
Q1 | $11.2M | Buy |
260,952
+12,520
| +5% | +$538K | 0.06% | 271 |
|
|
2018
Q4 | $9.13M | Buy |
248,432
+15,078
| +6% | +$554K | 0.06% | 271 |
|
|
2018
Q3 | $10.3M | Buy |
233,354
+41,650
| +22% | +$1.83M | 0.05% | 292 |
|
|
2018
Q2 | $8.24M | Buy |
191,704
+28,564
| +18% | +$1.23M | 0.05% | 306 |
|
|
2018
Q1 | $6.15M | Buy |
163,140
+7,525
| +5% | +$283K | 0.04% | 296 |
|
|
2017
Q4 | $5.99M | Sell |
155,615
-1,668
| -1% | -$64.2K | 0.04% | 305 |
|
|
2017
Q3 | $5.45M | Buy |
157,283
+12,470
| +9% | +$432K | 0.04% | 306 |
|
|
2017
Q2 | $4.45M | Sell |
144,813
-55,667
| -28% | -$1.71M | 0.03% | 319 |
|
|
2017
Q1 | $6.04M | Buy |
200,480
+29,002
| +17% | +$873K | 0.05% | 281 |
|
|
2016
Q4 | $5.49M | Buy |
171,478
+2,652
| +2% | +$84.9K | 0.05% | 264 |
|
|
2016
Q3 | $5M | Sell |
168,826
-198
| -0.1% | -$5.86K | 0.05% | 278 |
|
|
2016
Q2 | $5.05M | Sell |
169,024
-14,544
| -8% | -$435K | 0.05% | 268 |
|
|
2016
Q1 | $4.66M | Buy |
183,568
+40,023
| +28% | +$1.02M | 0.04% | 259 |
|
|
2015
Q4 | $3.78M | Sell |
143,545
-1,561
| -1% | -$41.1K | 0.04% | 267 |
|
|
2015
Q3 | $3.73M | Sell |
145,106
-445,469
| -75% | -$11.5M | 0.05% | 255 |
|
|
2015
Q2 | $19.9M | Sell |
590,575
-13,106
| -2% | -$441K | 0.23% | 119 |
|
|
2015
Q1 | $19.6M | Buy |
603,681
+12,096
| +2% | +$393K | 0.22% | 118 |
|
|
2014
Q4 | $18.7M | Sell |
591,585
-10,765
| -2% | -$340K | 0.22% | 116 |
|
|
2014
Q3 | $21.7M | Buy |
602,350
+491,931
| +446% | +$17.7M | 0.28% | 96 |
|
|
2014
Q2 | $4.77M | Sell |
110,419
-1,850
| -2% | -$79.8K | 0.08% | 208 |
|
|
2014
Q1 | $4.42M | Buy |
112,269
+8,541
| +8% | +$336K | 0.08% | 204 |
|
|
2013
Q4 | $4.12M | Sell |
103,728
-314
| -0.3% | -$12.5K | 0.08% | 199 |
|
|
2013
Q3 | $3.58M | Buy |
104,042
+841
| +0.8% | +$28.9K | 0.08% | 204 |
|
|
2013
Q2 | $3.52M | Buy |
+103,201
| New | +$3.52M | 0.09% | 196 |
|