J.P. Morgan Private Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$61M	Buy	+880,066	New	+$61M	0.17%	134
2023 Q2	–	Sell	-1,116,374	Closed	-$92.4M	–	1618
2023 Q1	$92.4M	Sell	1,116,374 -43,659	-4%	-$3.61M	0.2%	116
2022 Q4	$86.6M	Sell	1,160,033 -65,137	-5%	-$4.86M	0.19%	118
2022 Q3	$101M	Sell	1,225,170 -41,029	-3%	-$3.39M	0.26%	91
2022 Q2	$120M	Sell	1,266,199 -393,941	-24%	-$37.5M	0.31%	84
2022 Q1	$195M	Buy	1,660,140 +54,938	+3%	+$6.47M	0.42%	60
2021 Q4	$208M	Buy	1,605,202 +56,315	+4%	+$7.3M	0.45%	52
2021 Q3	$175M	Buy	1,548,887 +83,490	+6%	+$9.45M	0.43%	57
2021 Q2	$152M	Buy	1,465,397 +251,630	+21%	+$26.1M	0.39%	57
2021 Q1	$102M	Sell	1,213,767 -46,737	-4%	-$3.91M	0.33%	73
2020 Q4	$115M	Buy	1,260,504 +52,314	+4%	+$4.77M	0.37%	65
2020 Q3	$96.4M	Buy	1,208,190 +40,452	+3%	+$3.23M	0.38%	66
2020 Q2	$80.7M	Buy	1,167,738 +118,635	+11%	+$8.2M	0.37%	72
2020 Q1	$66M	Sell	1,049,103 -62,790	-6%	-$3.95M	0.37%	71
2019 Q4	$86.5M	Buy	1,111,893 +481,599	+76%	+$37.5M	0.39%	69
2019 Q3	$46.2M	Buy	630,294 +12,897	+2%	+$945K	0.24%	106
2019 Q2	$38M	Sell	617,397 -9,792	-2%	-$603K	0.21%	115
2019 Q1	$40M	Sell	627,189 -7,638	-1%	-$487K	0.21%	116
2018 Q4	$32.4M	Buy	634,827 +11,913	+2%	+$608K	0.2%	120
2018 Q3	$36.2M	Sell	622,914 -11,427	-2%	-$663K	0.18%	131
2018 Q2	$30.8M	Buy	+634,341	New	+$30.8M	0.17%	134
2018 Q1	–	Sell	-642,420	Closed	-$24.1M	–	1312
2017 Q4	$24.1M	Sell	642,420 -14,349	-2%	-$539K	0.16%	145
2017 Q3	$23.9M	Sell	656,769 -17,964	-3%	-$655K	0.17%	138
2017 Q2	$26.6M	Buy	674,733 +6,423	+1%	+$253K	0.2%	121
2017 Q1	$21M	Buy	668,310 +160,866	+32%	+$5.04M	0.16%	143
2016 Q4	$15.8M	Sell	507,444 -7,506	-1%	-$234K	0.14%	157
2016 Q3	$20.7M	Sell	514,950 -10,257	-2%	-$412K	0.19%	123
2016 Q2	$17.5M	Sell	525,207 -16,509	-3%	-$549K	0.17%	135
2016 Q1	$15.9M	Sell	541,716 -4,563	-0.8%	-$134K	0.15%	131
2015 Q4	$14.4M	Buy	+546,279	New	+$14.4M	0.15%	147
2015 Q3	–	Sell	-585,444	Closed	-$13.9M	–	1079
2015 Q2	$13.9M	Sell	585,444 -48,078	-8%	-$1.14M	0.16%	151
2015 Q1	$15M	Sell	633,522 -74,490	-11%	-$1.77M	0.17%	139
2014 Q4	$15M	Sell	708,012 -28,374	-4%	-$602K	0.18%	128
2014 Q3	$12.5M	Buy	+736,386	New	+$12.5M	0.16%	142
2014 Q2	–	Sell	-719,886	Closed	-$8.9M	–	897
2014 Q1	$8.9M	Buy	719,886 +109,956	+18%	+$1.36M	0.16%	142
2013 Q4	$6.69M	Buy	609,930 +435,822	+250%	+$4.78M	0.13%	165
2013 Q3	$2.02M	Buy	174,108 +15,480	+10%	+$180K	0.05%	243
2013 Q2	$1.78M	Buy	+158,628	New	+$1.78M	0.04%	256