J.P. Morgan Private Wealth Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.73M | Buy |
+622,362
| New | +$7.73M | 0.02% | 417 |
|
|
2023
Q2 | – | Sell |
-1,329,370
| Closed | -$16.8M | – | 1622 |
|
|
2023
Q1 | $16.8M | Sell |
1,329,370
-273,190
| -17% | -$3.44M | 0.04% | 337 |
|
|
2022
Q4 | $18.6M | Sell |
1,602,560
-33,461
| -2% | -$389K | 0.04% | 316 |
|
|
2022
Q3 | $18.3M | Buy |
1,636,021
+402,065
| +33% | +$4.5M | 0.05% | 300 |
|
|
2022
Q2 | $13.7M | Buy |
1,233,956
+266,583
| +28% | +$2.97M | 0.04% | 347 |
|
|
2022
Q1 | $16.4M | Sell |
967,373
-392,627
| -29% | -$6.64M | 0.04% | 352 |
|
|
2021
Q4 | $28.2M | Buy |
1,360,000
+699,766
| +106% | +$14.5M | 0.06% | 265 |
|
|
2021
Q3 | $9.35M | Buy |
660,234
+279,212
| +73% | +$3.95M | 0.02% | 439 |
|
|
2021
Q2 | $5.66M | Buy |
381,022
+274,988
| +259% | +$4.09M | 0.01% | 559 |
|
|
2021
Q1 | $1.3M | Buy |
106,034
+5,178
| +5% | +$63.4K | ﹤0.01% | 924 |
|
|
2020
Q4 | $887K | Buy |
100,856
+14,473
| +17% | +$127K | ﹤0.01% | 1047 |
|
|
2020
Q3 | $575K | Sell |
86,383
-53,686
| -38% | -$357K | ﹤0.01% | 1095 |
|
|
2020
Q2 | $852K | Sell |
140,069
-45,587
| -25% | -$277K | ﹤0.01% | 873 |
|
|
2020
Q1 | $897K | Sell |
185,656
-22,982
| -11% | -$111K | 0.01% | 745 |
|
|
2019
Q4 | $1.94M | Sell |
208,638
-1,044
| -0.5% | -$9.71K | 0.01% | 621 |
|
|
2019
Q3 | $1.92M | Buy |
209,682
+9,088
| +5% | +$83.3K | 0.01% | 595 |
|
|
2019
Q2 | $2.05M | Sell |
200,594
-228,697
| -53% | -$2.34M | 0.01% | 588 |
|
|
2019
Q1 | $3.77M | Sell |
429,291
-125,886
| -23% | -$1.11M | 0.02% | 469 |
|
|
2018
Q4 | $4.25M | Sell |
555,177
-209,632
| -27% | -$1.6M | 0.03% | 400 |
|
|
2018
Q3 | $7.07M | Buy |
764,809
+196,712
| +35% | +$1.82M | 0.03% | 360 |
|
|
2018
Q2 | $6.29M | Sell |
568,097
-34,062
| -6% | -$377K | 0.04% | 352 |
|
|
2018
Q1 | $6.67M | Sell |
602,159
-281,976
| -32% | -$3.12M | 0.05% | 284 |
|
|
2017
Q4 | $11M | Sell |
884,135
-3,902
| -0.4% | -$48.7K | 0.07% | 230 |
|
|
2017
Q3 | $10.6M | Sell |
888,037
-174,768
| -16% | -$2.09M | 0.08% | 217 |
|
|
2017
Q2 | $11.9M | Sell |
1,062,805
-571,263
| -35% | -$6.39M | 0.09% | 191 |
|
|
2017
Q1 | $19M | Sell |
1,634,068
-75,236
| -4% | -$876K | 0.15% | 153 |
|
|
2016
Q4 | $20.7M | Sell |
1,709,304
-291,191
| -15% | -$3.53M | 0.18% | 124 |
|
|
2016
Q3 | $24.1M | Sell |
2,000,495
-131,475
| -6% | -$1.59M | 0.23% | 109 |
|
|
2016
Q2 | $26.8M | Sell |
2,131,970
-515,150
| -19% | -$6.48M | 0.26% | 101 |
|
|
2016
Q1 | $35.7M | Sell |
2,647,120
-715,217
| -21% | -$9.66M | 0.34% | 81 |
|
|
2015
Q4 | $47.4M | Sell |
3,362,337
-99,186
| -3% | -$1.4M | 0.49% | 55 |
|
|
2015
Q3 | $47M | Sell |
3,461,523
-958,525
| -22% | -$13M | 0.59% | 44 |
|
|
2015
Q2 | $66.3M | Buy |
4,420,048
+949,637
| +27% | +$14.3M | 0.76% | 32 |
|
|
2015
Q1 | $56M | Sell |
3,470,411
-1,318,838
| -28% | -$21.3M | 0.64% | 40 |
|
|
2014
Q4 | $74.2M | Buy |
4,789,249
+1,510,920
| +46% | +$23.4M | 0.89% | 24 |
|
|
2014
Q3 | $48.5M | Buy |
3,278,329
+347,226
| +12% | +$5.14M | 0.62% | 40 |
|
|
2014
Q2 | $50.5M | Buy |
2,931,103
+75,372
| +3% | +$1.3M | 0.85% | 29 |
|
|
2014
Q1 | $44.6M | Buy |
2,855,731
+382,515
| +15% | +$5.97M | 0.81% | 28 |
|
|
2013
Q4 | $38.2M | Buy |
2,473,216
+472,447
| +24% | +$7.29M | 0.77% | 36 |
|
|
2013
Q3 | $33.8M | Buy |
2,000,769
+232,804
| +13% | +$3.93M | 0.77% | 38 |
|
|
2013
Q2 | $27.4M | Buy |
+1,767,965
| New | +$27.4M | 0.67% | 43 |
|