J.P. Morgan Private Wealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.4M | Buy |
+47,842
| New | +$5.4M | 0.02% | 489 |
|
|
2023
Q2 | – | Sell |
-81,863
| Closed | -$9.25M | – | 1625 |
|
|
2023
Q1 | $9.25M | Sell |
81,863
-20,648
| -20% | -$2.33M | 0.02% | 447 |
|
|
2022
Q4 | $10.4M | Buy |
102,511
+160
| +0.2% | +$16.2K | 0.02% | 413 |
|
|
2022
Q3 | $9.58M | Buy |
102,351
+14,868
| +17% | +$1.39M | 0.03% | 412 |
|
|
2022
Q2 | $7.78M | Buy |
87,483
+8,511
| +11% | +$757K | 0.02% | 466 |
|
|
2022
Q1 | $8.01M | Sell |
78,972
-1,148
| -1% | -$116K | 0.02% | 499 |
|
|
2021
Q4 | $8.32M | Sell |
80,120
-56,280
| -41% | -$5.84M | 0.02% | 480 |
|
|
2021
Q3 | $14.8M | Buy |
136,400
+7,720
| +6% | +$838K | 0.04% | 362 |
|
|
2021
Q2 | $13.8M | Buy |
128,680
+8,551
| +7% | +$914K | 0.04% | 373 |
|
|
2021
Q1 | $14.3M | Buy |
120,129
+20,309
| +20% | +$2.42M | 0.05% | 329 |
|
|
2020
Q4 | $11.4M | Buy |
99,820
+846
| +0.9% | +$96.3K | 0.04% | 345 |
|
|
2020
Q3 | $10.2M | Sell |
98,974
-1,941
| -2% | -$200K | 0.04% | 326 |
|
|
2020
Q2 | $9.85M | Sell |
100,915
-991
| -1% | -$96.7K | 0.04% | 288 |
|
|
2020
Q1 | $9.68M | Sell |
101,906
-5,726
| -5% | -$544K | 0.05% | 266 |
|
|
2019
Q4 | $12.4M | Buy |
107,632
+19,406
| +22% | +$2.24M | 0.06% | 280 |
|
|
2019
Q3 | $9.14M | Buy |
88,226
+25,315
| +40% | +$2.62M | 0.05% | 307 |
|
|
2019
Q2 | $5.74M | Sell |
62,911
-5,296
| -8% | -$483K | 0.03% | 361 |
|
|
2019
Q1 | $6.02M | Buy |
68,207
+2,191
| +3% | +$193K | 0.03% | 365 |
|
|
2018
Q4 | $4.85M | Buy |
66,016
+7,075
| +12% | +$520K | 0.03% | 364 |
|
|
2018
Q3 | $4.86M | Sell |
58,941
-884
| -1% | -$72.8K | 0.02% | 433 |
|
|
2018
Q2 | $4.43M | Buy |
59,825
+11,632
| +24% | +$862K | 0.02% | 422 |
|
|
2018
Q1 | $3.44M | Sell |
48,193
-1,259
| -3% | -$89.8K | 0.02% | 388 |
|
|
2017
Q4 | $3.24M | Sell |
49,452
-652
| -1% | -$42.8K | 0.02% | 395 |
|
|
2017
Q3 | $3.23M | Sell |
50,104
-582
| -1% | -$37.5K | 0.02% | 387 |
|
|
2017
Q2 | $3.1M | Buy |
50,686
+1,802
| +4% | +$110K | 0.02% | 382 |
|
|
2017
Q1 | $2.82M | Buy |
48,884
+270
| +0.6% | +$15.6K | 0.02% | 411 |
|
|
2016
Q4 | $2.58M | Buy |
48,614
+10,676
| +28% | +$567K | 0.02% | 391 |
|
|
2016
Q3 | $1.89M | Sell |
37,938
-12,828
| -25% | -$638K | 0.02% | 448 |
|
|
2016
Q2 | $2.76M | Sell |
50,766
-3,206
| -6% | -$174K | 0.03% | 370 |
|
|
2016
Q1 | $2.77M | Buy |
53,972
+3,534
| +7% | +$181K | 0.03% | 333 |
|
|
2015
Q4 | $2.31M | Sell |
50,438
-1,824
| -3% | -$83.4K | 0.02% | 344 |
|
|
2015
Q3 | $2.26M | Sell |
52,262
-128
| -0.2% | -$5.54K | 0.03% | 315 |
|
|
2015
Q2 | $2.17M | Sell |
52,390
-98
| -0.2% | -$4.06K | 0.02% | 354 |
|
|
2015
Q1 | $2.08M | Sell |
52,488
-1,332
| -2% | -$52.9K | 0.02% | 371 |
|
|
2014
Q4 | $1.91M | Sell |
53,820
-3,744
| -7% | -$133K | 0.02% | 385 |
|
|
2014
Q3 | $1.86M | Sell |
57,564
-1,804
| -3% | -$58.3K | 0.02% | 386 |
|
|
2014
Q2 | $1.79M | Sell |
59,368
-1,500
| -2% | -$45.3K | 0.03% | 309 |
|
|
2014
Q1 | $1.73M | Buy |
60,868
+1,420
| +2% | +$40.2K | 0.03% | 311 |
|
|
2013
Q4 | $1.76M | Sell |
59,448
-900
| -1% | -$26.6K | 0.04% | 267 |
|
|
2013
Q3 | $1.53M | Sell |
60,348
-1,912
| -3% | -$48.3K | 0.03% | 270 |
|
|
2013
Q2 | $1.36M | Buy |
+62,260
| New | +$1.36M | 0.03% | 285 |
|