J.P. Morgan Private Wealth Advisors’s FMC FMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-67,687
| Closed | -$8.27M | – | 1628 |
|
|
2023
Q1 | $8.27M | Buy |
67,687
+301
| +0.4% | +$36.8K | 0.02% | 477 |
|
|
2022
Q4 | $8.41M | Buy |
67,386
+472
| +0.7% | +$58.9K | 0.02% | 461 |
|
|
2022
Q3 | $7.07M | Buy |
66,914
+897
| +1% | +$94.8K | 0.02% | 470 |
|
|
2022
Q2 | $7.06M | Sell |
66,017
-38
| -0.1% | -$4.07K | 0.02% | 489 |
|
|
2022
Q1 | $8.69M | Buy |
66,055
+18,180
| +38% | +$2.39M | 0.02% | 473 |
|
|
2021
Q4 | $5.26M | Sell |
47,875
-21,272
| -31% | -$2.34M | 0.01% | 597 |
|
|
2021
Q3 | $6.33M | Buy |
69,147
+8,002
| +13% | +$733K | 0.02% | 537 |
|
|
2021
Q2 | $6.62M | Buy |
61,145
+2,910
| +5% | +$315K | 0.02% | 515 |
|
|
2021
Q1 | $6.44M | Buy |
58,235
+14,026
| +32% | +$1.55M | 0.02% | 450 |
|
|
2020
Q4 | $5.08M | Buy |
44,209
+3,281
| +8% | +$377K | 0.02% | 479 |
|
|
2020
Q3 | $4.34M | Buy |
40,928
+10,144
| +33% | +$1.07M | 0.02% | 460 |
|
|
2020
Q2 | $3.07M | Buy |
30,784
+4,480
| +17% | +$446K | 0.01% | 479 |
|
|
2020
Q1 | $2.15M | Buy |
26,304
+23,474
| +829% | +$1.92M | 0.01% | 522 |
|
|
2019
Q4 | $282K | Buy |
2,830
+37
| +1% | +$3.69K | ﹤0.01% | 1266 |
|
|
2019
Q3 | $245K | Buy |
2,793
+71
| +3% | +$6.23K | ﹤0.01% | 1261 |
|
|
2019
Q2 | $226K | Sell |
2,722
-77
| -3% | -$6.39K | ﹤0.01% | 1264 |
|
|
2019
Q1 | $215K | Buy |
+2,799
| New | +$215K | ﹤0.01% | 1353 |
|
|
2018
Q4 | – | Sell |
-4,556
| Closed | -$344K | – | 1501 |
|
|
2018
Q3 | $344K | Sell |
4,556
-1,489
| -25% | -$112K | ﹤0.01% | 1226 |
|
|
2018
Q2 | $468K | Buy |
6,045
+304
| +5% | +$23.5K | ﹤0.01% | 1027 |
|
|
2018
Q1 | $381K | Sell |
5,741
-113
| -2% | -$7.5K | ﹤0.01% | 960 |
|
|
2017
Q4 | $481K | Buy |
5,854
+308
| +6% | +$25.3K | ﹤0.01% | 881 |
|
|
2017
Q3 | $429K | Buy |
5,546
+100
| +2% | +$7.74K | ﹤0.01% | 906 |
|
|
2017
Q2 | $345K | Sell |
5,446
-233
| -4% | -$14.8K | ﹤0.01% | 962 |
|
|
2017
Q1 | $343K | Buy |
5,679
+1,032
| +22% | +$62.3K | ﹤0.01% | 1016 |
|
|
2016
Q4 | $228K | Buy |
+4,647
| New | +$228K | ﹤0.01% | 1114 |
|
|
2014
Q3 | – | Sell |
-3,264
| Closed | -$202K | – | 1085 |
|
|
2014
Q2 | $202K | Buy |
+3,264
| New | +$202K | ﹤0.01% | 827 |
|