JPMPWA
J.P. Morgan Private Wealth Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $48.7M | Sell |
943,781
-68,401
| -7% | -$3.53M | 0.14% | 166 |
|
|
2023
Q2 | $53.9M | Sell |
1,012,182
-224,546
| -18% | -$12M | 0.28% | 81 |
|
|
2023
Q1 | $67.8M | Buy |
1,236,728
+18,964
| +2% | +$1.04M | 0.14% | 155 |
|
|
2022
Q4 | $61.4M | Buy |
1,217,764
+45,988
| +4% | +$2.32M | 0.14% | 153 |
|
|
2022
Q3 | $51.5M | Sell |
1,171,776
-9,325
| -0.8% | -$410K | 0.13% | 163 |
|
|
2022
Q2 | $61M | Buy |
1,181,101
+144,873
| +14% | +$7.48M | 0.16% | 146 |
|
|
2022
Q1 | $66M | Buy |
1,036,228
+152,191
| +17% | +$9.7M | 0.14% | 157 |
|
|
2021
Q4 | $50.1M | Sell |
884,037
-12,785
| -1% | -$725K | 0.11% | 190 |
|
|
2021
Q3 | $51.6M | Buy |
896,822
+71,402
| +9% | +$4.11M | 0.13% | 174 |
|
|
2021
Q2 | $52.2M | Buy |
825,420
+90,832
| +12% | +$5.75M | 0.14% | 169 |
|
|
2021
Q1 | $47M | Sell |
734,588
-1,041
| -0.1% | -$66.6K | 0.15% | 150 |
|
|
2020
Q4 | $40.8M | Buy |
735,629
+376,337
| +105% | +$20.9M | 0.13% | 166 |
|
|
2020
Q3 | $16.9M | Buy |
359,292
+154,991
| +76% | +$7.29M | 0.07% | 238 |
|
|
2020
Q2 | $8.33M | Sell |
204,301
-10,345
| -5% | -$422K | 0.04% | 312 |
|
|
2020
Q1 | $6.28M | Sell |
214,646
-9,379
| -4% | -$274K | 0.04% | 324 |
|
|
2019
Q4 | $12.3M | Buy |
224,025
+7,789
| +4% | +$426K | 0.06% | 281 |
|
|
2019
Q3 | $10.3M | Buy |
216,236
+51,715
| +31% | +$2.46M | 0.05% | 284 |
|
|
2019
Q2 | $8.11M | Buy |
+164,521
| New | +$8.11M | 0.04% | 304 |
|