J.P. Morgan Private Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.69M | Sell |
84,822
-15,080
| -15% | -$833K | 0.01% | 518 |
|
|
2023
Q2 | $5.46M | Sell |
99,902
-55,334
| -36% | -$3.03M | 0.03% | 327 |
|
|
2023
Q1 | $8.43M | Buy |
155,236
+21,487
| +16% | +$1.17M | 0.02% | 466 |
|
|
2022
Q4 | $9.07M | Sell |
133,749
-12,818
| -9% | -$870K | 0.02% | 438 |
|
|
2022
Q3 | $11.1M | Buy |
146,567
+4,217
| +3% | +$319K | 0.03% | 378 |
|
|
2022
Q2 | $13M | Buy |
142,350
+31,642
| +29% | +$2.9M | 0.03% | 353 |
|
|
2022
Q1 | $11.1M | Buy |
110,708
+36,868
| +50% | +$3.7M | 0.02% | 412 |
|
|
2021
Q4 | $8.06M | Buy |
73,840
+147
| +0.2% | +$16K | 0.02% | 492 |
|
|
2021
Q3 | $8.97M | Buy |
73,693
+6,698
| +10% | +$815K | 0.02% | 452 |
|
|
2021
Q2 | $9.49M | Buy |
66,995
+32,125
| +92% | +$4.55M | 0.02% | 430 |
|
|
2021
Q1 | $4.9M | Sell |
34,870
-25,352
| -42% | -$3.56M | 0.02% | 512 |
|
|
2020
Q4 | $8.52M | Buy |
60,222
+640
| +1% | +$90.5K | 0.03% | 385 |
|
|
2020
Q3 | $8.77M | Sell |
59,582
-811
| -1% | -$119K | 0.03% | 347 |
|
|
2020
Q2 | $8.1M | Sell |
60,393
-51,480
| -46% | -$6.9M | 0.04% | 314 |
|
|
2020
Q1 | $13.6M | Buy |
111,873
+1,572
| +1% | +$191K | 0.08% | 214 |
|
|
2019
Q4 | $15.3M | Buy |
110,301
+29,641
| +37% | +$4.12M | 0.07% | 243 |
|
|
2019
Q3 | $10.7M | Buy |
80,660
+60,927
| +309% | +$8.09M | 0.06% | 278 |
|
|
2019
Q2 | $2.42M | Buy |
19,733
+2,017
| +11% | +$247K | 0.01% | 553 |
|
|
2019
Q1 | $2M | Sell |
17,716
-2,895
| -14% | -$327K | 0.01% | 613 |
|
|
2018
Q4 | $2.11M | Buy |
20,611
+840
| +4% | +$86.2K | 0.01% | 557 |
|
|
2018
Q3 | $2.16M | Sell |
19,771
-13,377
| -40% | -$1.46M | 0.01% | 611 |
|
|
2018
Q2 | $3.51M | Buy |
33,148
+3,390
| +11% | +$359K | 0.02% | 472 |
|
|
2018
Q1 | $2.87M | Buy |
29,758
+1,042
| +4% | +$100K | 0.02% | 421 |
|
|
2017
Q4 | $2.7M | Buy |
28,716
+1,096
| +4% | +$103K | 0.02% | 436 |
|
|
2017
Q3 | $2.58M | Buy |
27,620
+16
| +0.1% | +$1.49K | 0.02% | 420 |
|
|
2017
Q2 | $2.36M | Sell |
27,604
-36,676
| -57% | -$3.13M | 0.02% | 426 |
|
|
2017
Q1 | $5.12M | Buy |
64,280
+2,111
| +3% | +$168K | 0.04% | 297 |
|
|
2016
Q4 | $4.7M | Sell |
62,169
-747
| -1% | -$56.5K | 0.04% | 291 |
|
|
2016
Q3 | $4.85M | Buy |
62,916
+1,850
| +3% | +$143K | 0.05% | 283 |
|
|
2016
Q2 | $4.5M | Buy |
61,066
+33,514
| +122% | +$2.47M | 0.04% | 286 |
|
|
2016
Q1 | $1.74M | Buy |
27,552
+5,845
| +27% | +$370K | 0.02% | 431 |
|
|
2015
Q4 | $1.32M | Buy |
21,707
+537
| +3% | +$32.5K | 0.01% | 462 |
|
|
2015
Q3 | $1.42M | Sell |
21,170
-1,034
| -5% | -$69.4K | 0.02% | 396 |
|
|
2015
Q2 | $1.37M | Buy |
22,204
+24
| +0.1% | +$1.48K | 0.02% | 435 |
|
|
2015
Q1 | $1.51M | Sell |
22,180
-587
| -3% | -$39.9K | 0.02% | 435 |
|
|
2014
Q4 | $1.42M | Sell |
22,767
-2,691
| -11% | -$167K | 0.02% | 449 |
|
|
2014
Q3 | $1.43M | Buy |
25,458
+6,331
| +33% | +$356K | 0.02% | 427 |
|
|
2014
Q2 | $1.05M | Sell |
19,127
-1,078
| -5% | -$59K | 0.02% | 403 |
|
|
2014
Q1 | $1.08M | Buy |
+20,205
| New | +$1.08M | 0.02% | 390 |
|