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J.P. Morgan Private Wealth Advisors’s Citigroup C Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$31M Buy
+752,706
New +$31M 0.09% 216
2023
Q2
Sell
-818,532
Closed -$38.4M 1541
2023
Q1
$38.4M Buy
818,532
+54,630
+7% +$2.56M 0.08% 220
2022
Q4
$34.6M Sell
763,902
-248,771
-25% -$11.3M 0.08% 229
2022
Q3
$42.2M Buy
1,012,673
+54,905
+6% +$2.29M 0.11% 190
2022
Q2
$44M Sell
957,768
-54,242
-5% -$2.49M 0.11% 187
2022
Q1
$54M Sell
1,012,010
-619,350
-38% -$33.1M 0.12% 177
2021
Q4
$98.5M Sell
1,631,360
-418,193
-20% -$25.3M 0.21% 111
2021
Q3
$144M Buy
2,049,553
+201,831
+11% +$14.2M 0.35% 66
2021
Q2
$131M Buy
1,847,722
+444,683
+32% +$31.5M 0.34% 72
2021
Q1
$102M Buy
1,403,039
+92,314
+7% +$6.72M 0.33% 70
2020
Q4
$80.8M Buy
1,310,725
+364,639
+39% +$22.5M 0.26% 92
2020
Q3
$40.8M Buy
946,086
+34,093
+4% +$1.47M 0.16% 136
2020
Q2
$46.6M Buy
911,993
+67,144
+8% +$3.43M 0.21% 115
2020
Q1
$35.6M Buy
844,849
+71,175
+9% +$3M 0.2% 115
2019
Q4
$61.8M Buy
773,674
+234,558
+44% +$18.7M 0.28% 94
2019
Q3
$37.2M Buy
539,116
+77,839
+17% +$5.38M 0.19% 123
2019
Q2
$32.3M Sell
461,277
-78,129
-14% -$5.47M 0.18% 133
2019
Q1
$33.6M Buy
539,406
+157,905
+41% +$9.82M 0.18% 133
2018
Q4
$19.9M Sell
381,501
-57,319
-13% -$2.98M 0.12% 172
2018
Q3
$31.5M Sell
438,820
-834,974
-66% -$59.9M 0.15% 153
2018
Q2
$85.2M Buy
1,273,794
+380,505
+43% +$25.5M 0.48% 48
2018
Q1
$60.3M Buy
893,289
+331,692
+59% +$22.4M 0.41% 60
2017
Q4
$41.8M Buy
561,597
+35,524
+7% +$2.64M 0.28% 92
2017
Q3
$38.3M Sell
526,073
-152,740
-23% -$11.1M 0.28% 94
2017
Q2
$45.4M Sell
678,813
-181,174
-21% -$12.1M 0.34% 79
2017
Q1
$51.4M Buy
859,987
+23,930
+3% +$1.43M 0.4% 66
2016
Q4
$49.7M Sell
836,057
-35,795
-4% -$2.13M 0.43% 64
2016
Q3
$41.2M Buy
871,852
+439,915
+102% +$20.8M 0.38% 73
2016
Q2
$18.3M Buy
431,937
+135,031
+45% +$5.72M 0.18% 131
2016
Q1
$12.4M Sell
296,906
-187,495
-39% -$7.83M 0.12% 157
2015
Q4
$25.1M Sell
484,401
-300,760
-38% -$15.6M 0.26% 104
2015
Q3
$39M Sell
785,161
-104,632
-12% -$5.19M 0.49% 60
2015
Q2
$49.2M Buy
889,793
+8,201
+0.9% +$453K 0.56% 51
2015
Q1
$45.4M Buy
881,592
+25,987
+3% +$1.34M 0.52% 56
2014
Q4
$46.3M Buy
855,605
+13,711
+2% +$742K 0.55% 49
2014
Q3
$43.6M Buy
841,894
+594,360
+240% +$30.8M 0.56% 46
2014
Q2
$11.7M Sell
247,534
-1,788
-0.7% -$84.2K 0.2% 126
2014
Q1
$11.9M Buy
249,322
+76,641
+44% +$3.65M 0.22% 118
2013
Q4
$9M Sell
172,681
-18,320
-10% -$955K 0.18% 136
2013
Q3
$9.27M Buy
191,001
+11,400
+6% +$553K 0.21% 128
2013
Q2
$8.62M Buy
+179,601
New +$8.62M 0.21% 121