J.P. Morgan Private Wealth Advisors’s Chubb CB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$160M	Sell	769,990 -64,554	-8%	-$13.4M	0.46%	53
2023 Q2	$161M	Sell	834,544 -245,138	-23%	-$47.2M	0.83%	28
2023 Q1	$210M	Sell	1,079,682 -44,276	-4%	-$8.6M	0.44%	56
2022 Q4	$248M	Buy	1,123,958 +35,507	+3%	+$7.83M	0.55%	39
2022 Q3	$198M	Sell	1,088,451 -15,927	-1%	-$2.9M	0.52%	51
2022 Q2	$217M	Buy	1,104,378 +77,332	+8%	+$15.2M	0.56%	41
2022 Q1	$220M	Buy	1,027,046 +184,920	+22%	+$39.6M	0.48%	51
2021 Q4	$163M	Buy	842,126 +34,799	+4%	+$6.73M	0.35%	74
2021 Q3	$140M	Buy	807,327 +40,559	+5%	+$7.04M	0.34%	69
2021 Q2	$122M	Buy	766,768 +121,113	+19%	+$19.2M	0.32%	77
2021 Q1	$102M	Sell	645,655 -11,238	-2%	-$1.78M	0.33%	71
2020 Q4	$101M	Buy	656,893 +22,728	+4%	+$3.5M	0.33%	73
2020 Q3	$73.6M	Sell	634,165 -2,485	-0.4%	-$289K	0.29%	88
2020 Q2	$80.6M	Sell	636,650 -31,475	-5%	-$3.99M	0.37%	73
2020 Q1	$74.6M	Sell	668,125 -3,115	-0.5%	-$348K	0.42%	65
2019 Q4	$104M	Buy	671,240 +38,222	+6%	+$5.95M	0.47%	53
2019 Q3	$102M	Buy	633,018 +45,738	+8%	+$7.38M	0.53%	47
2019 Q2	$86.5M	Buy	587,280 +3,007	+0.5%	+$443K	0.47%	53
2019 Q1	$81.8M	Sell	584,273 -1,509	-0.3%	-$211K	0.43%	58
2018 Q4	$75.7M	Sell	585,782 -48,367	-8%	-$6.25M	0.46%	57
2018 Q3	$84.7M	Sell	634,149 -15,138	-2%	-$2.02M	0.41%	60
2018 Q2	$82.5M	Sell	649,287 -5,795	-0.9%	-$736K	0.46%	54
2018 Q1	$89.6M	Buy	655,082 +18,022	+3%	+$2.46M	0.61%	41
2017 Q4	$93.1M	Buy	637,060 +7,378	+1%	+$1.08M	0.61%	41
2017 Q3	$89.8M	Sell	629,682 -27,211	-4%	-$3.88M	0.65%	37
2017 Q2	$95.5M	Sell	656,893 -7,853	-1%	-$1.14M	0.72%	29
2017 Q1	$90.6M	Buy	664,746 +7,687	+1%	+$1.05M	0.7%	30
2016 Q4	$86.8M	Buy	657,059 +2,539	+0.4%	+$335K	0.76%	28
2016 Q3	$82.2M	Buy	654,520 +5,391	+0.8%	+$677K	0.77%	30
2016 Q2	$84.8M	Buy	649,129 +55,060	+9%	+$7.2M	0.82%	29
2016 Q1	$70.8M	Buy	594,069 +40,277	+7%	+$4.8M	0.68%	36
2015 Q4	$64.7M	Buy	553,792 +15,190	+3%	+$1.77M	0.66%	41
2015 Q3	$55.7M	Buy	538,602 +10,790	+2%	+$1.12M	0.7%	37
2015 Q2	$53.7M	Buy	527,812 +2,159	+0.4%	+$220K	0.62%	43
2015 Q1	$58.6M	Buy	525,653 +14,866	+3%	+$1.66M	0.67%	37
2014 Q4	$58.7M	Buy	510,787 +16,257	+3%	+$1.87M	0.7%	34
2014 Q3	$51.9M	Buy	494,530 +23,835	+5%	+$2.5M	0.67%	35
2014 Q2	$48.8M	Buy	470,695 +16,757	+4%	+$1.74M	0.82%	31
2014 Q1	$45M	Buy	453,938 +44,816	+11%	+$4.44M	0.82%	27
2013 Q4	$42.4M	Buy	409,122 +15,010	+4%	+$1.55M	0.85%	29
2013 Q3	$36.9M	Buy	394,112 +27,870	+8%	+$2.61M	0.84%	32
2013 Q2	$32.8M	Buy	+366,242	New	+$32.8M	0.81%	31