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

J.P. Morgan Private Wealth Advisors’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$2.42M	Sell	13,500 -88	-0.6%	-$15.8K	0.01%	681
2023 Q2	$2.25M	Sell	13,588 -1,151	-8%	-$191K	0.01%	526
2023 Q1	$2.16M	Buy	14,739 +1,169	+9%	+$171K	﹤0.01%	852
2022 Q4	$1.82M	Sell	13,570 -10,465	-44%	-$1.4M	﹤0.01%	889
2022 Q3	$3.47M	Buy	24,035 +862	+4%	+$124K	0.01%	662
2022 Q2	$3.3M	Buy	23,173 +287	+1%	+$40.9K	0.01%	687
2022 Q1	$3.56M	Buy	22,886 +550	+2%	+$85.7K	0.01%	707
2021 Q4	$4.08M	Buy	22,336 +2,751	+14%	+$503K	0.01%	661
2021 Q3	$3.26M	Sell	19,585 -18	-0.1%	-$3K	0.01%	713
2021 Q2	$3.17M	Sell	19,603 -3,891	-17%	-$628K	0.01%	713
2021 Q1	$3.6M	Sell	23,494 -966	-4%	-$148K	0.01%	590
2020 Q4	$3.75M	Sell	24,460 -155	-0.6%	-$23.7K	0.01%	563
2020 Q3	$3.25M	Buy	24,615 +186	+0.8%	+$24.6K	0.01%	526
2020 Q2	$3.08M	Sell	24,429 -11,844	-33%	-$1.49M	0.01%	477
2020 Q1	$3.44M	Buy	36,273 +20,884	+136%	+$1.98M	0.02%	428
2019 Q4	$1.9M	Buy	15,389 +1,106	+8%	+$137K	0.01%	627
2019 Q3	$1.78M	Buy	14,283 +3,284	+30%	+$409K	0.01%	613
2019 Q2	$1.4M	Sell	10,999 -1,321	-11%	-$169K	0.01%	666
2019 Q1	$1.28M	Sell	12,320 -4,622	-27%	-$479K	0.01%	719
2018 Q4	$1.63M	Sell	16,942 -5,287	-24%	-$509K	0.01%	618
2018 Q3	$2.93M	Buy	22,229 +927	+4%	+$122K	0.01%	546
2018 Q2	$2.45M	Buy	21,302 +17,847	+517%	+$2.05M	0.01%	558
2018 Q1	$379K	Buy	3,455 +149	+5%	+$16.3K	﹤0.01%	962
2017 Q4	$299K	Buy	3,306 +607	+22%	+$54.9K	﹤0.01%	1058
2017 Q3	$218K	Buy	+2,699	New	+$218K	﹤0.01%	1128
2016 Q3	–	Sell	-3,230	Closed	-$211K	–	1232
2016 Q2	$211K	Buy	+3,230	New	+$211K	﹤0.01%	1133
2015 Q3	–	Sell	-6,050	Closed	-$303K	–	1067
2015 Q2	$303K	Sell	6,050 -742	-11%	-$37.2K	﹤0.01%	838
2015 Q1	$374K	Buy	6,792 +165	+2%	+$9.09K	﹤0.01%	811
2014 Q4	$306K	Buy	6,627 +533	+9%	+$24.6K	﹤0.01%	864
2014 Q3	$254K	Buy	6,094 +1,133	+23%	+$47.2K	﹤0.01%	894
2014 Q2	$207K	Buy	+4,961	New	+$207K	﹤0.01%	815