J.P. Morgan Private Wealth Advisors’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.61M | Buy |
+230,901
| New | +$7.61M | 0.02% | 419 |
|
|
2023
Q2 | – | Sell |
-354,078
| Closed | -$13M | – | 1639 |
|
|
2023
Q1 | $13M | Buy |
354,078
+108,752
| +44% | +$3.99M | 0.03% | 387 |
|
|
2022
Q4 | $8.25M | Sell |
245,326
-4,564
| -2% | -$154K | 0.02% | 465 |
|
|
2022
Q3 | $8.02M | Sell |
249,890
-2,077
| -0.8% | -$66.7K | 0.02% | 441 |
|
|
2022
Q2 | $8M | Sell |
251,967
-47,964
| -16% | -$1.52M | 0.02% | 461 |
|
|
2022
Q1 | $13.1M | Sell |
299,931
-45,865
| -13% | -$2.01M | 0.03% | 387 |
|
|
2021
Q4 | $20.3M | Sell |
345,796
-51,550
| -13% | -$3.02M | 0.04% | 308 |
|
|
2021
Q3 | $20.9M | Buy |
397,346
+149,352
| +60% | +$7.87M | 0.05% | 300 |
|
|
2021
Q2 | $14.7M | Buy |
247,994
+92,656
| +60% | +$5.48M | 0.04% | 362 |
|
|
2021
Q1 | $8.93M | Buy |
155,338
+13,178
| +9% | +$757K | 0.03% | 388 |
|
|
2020
Q4 | $5.92M | Buy |
142,160
+3,159
| +2% | +$132K | 0.02% | 441 |
|
|
2020
Q3 | $4.11M | Buy |
139,001
+16,950
| +14% | +$502K | 0.02% | 474 |
|
|
2020
Q2 | $3.09M | Sell |
122,051
-54,596
| -31% | -$1.38M | 0.01% | 476 |
|
|
2020
Q1 | $3.67M | Buy |
176,647
+12,896
| +8% | +$268K | 0.02% | 410 |
|
|
2019
Q4 | $5.99M | Sell |
163,751
-10,033
| -6% | -$367K | 0.03% | 389 |
|
|
2019
Q3 | $6.51M | Buy |
173,784
+13,066
| +8% | +$490K | 0.03% | 354 |
|
|
2019
Q2 | $6.19M | Sell |
160,718
-77,290
| -32% | -$2.98M | 0.03% | 344 |
|
|
2019
Q1 | $8.83M | Sell |
238,008
-14,000
| -6% | -$519K | 0.05% | 302 |
|
|
2018
Q4 | $8.43M | Buy |
252,008
+6,455
| +3% | +$216K | 0.05% | 282 |
|
|
2018
Q3 | $8.27M | Buy |
245,553
+78,659
| +47% | +$2.65M | 0.04% | 338 |
|
|
2018
Q2 | $6.58M | Sell |
166,894
-413,509
| -71% | -$16.3M | 0.04% | 345 |
|
|
2018
Q1 | $21.1M | Buy |
580,403
+214,428
| +59% | +$7.79M | 0.14% | 152 |
|
|
2017
Q4 | $15M | Buy |
365,975
+206,108
| +129% | +$8.45M | 0.1% | 189 |
|
|
2017
Q3 | $6.46M | Sell |
159,867
-20,393
| -11% | -$824K | 0.05% | 279 |
|
|
2017
Q2 | $6.29M | Sell |
180,260
-19,799
| -10% | -$691K | 0.05% | 272 |
|
|
2017
Q1 | $7.07M | Sell |
200,059
-13,968
| -7% | -$494K | 0.05% | 262 |
|
|
2016
Q4 | $7.46M | Buy |
214,027
+20,894
| +11% | +$728K | 0.06% | 225 |
|
|
2016
Q3 | $6.14M | Buy |
193,133
+26,939
| +16% | +$856K | 0.06% | 254 |
|
|
2016
Q2 | $4.7M | Sell |
166,194
-52,439
| -24% | -$1.48M | 0.05% | 277 |
|
|
2016
Q1 | $6.87M | Buy |
218,633
+162,559
| +290% | +$5.11M | 0.07% | 215 |
|
|
2015
Q4 | $1.91M | Buy |
56,074
+17,509
| +45% | +$596K | 0.02% | 381 |
|
|
2015
Q3 | $1.16M | Sell |
38,565
-160,754
| -81% | -$4.83M | 0.01% | 437 |
|
|
2015
Q2 | $6.64M | Buy |
199,319
+29,039
| +17% | +$968K | 0.08% | 221 |
|
|
2015
Q1 | $6.39M | Buy |
170,280
+19,088
| +13% | +$716K | 0.07% | 222 |
|
|
2014
Q4 | $5.28M | Sell |
151,192
-8,006
| -5% | -$280K | 0.06% | 241 |
|
|
2014
Q3 | $5.09M | Buy |
159,198
+99,973
| +169% | +$3.19M | 0.07% | 244 |
|
|
2014
Q2 | $2.15M | Sell |
59,225
-2,257
| -4% | -$81.9K | 0.04% | 283 |
|
|
2014
Q1 | $2.12M | Buy |
61,482
+52,325
| +571% | +$1.8M | 0.04% | 275 |
|
|
2013
Q4 | $374K | Buy |
9,157
+1,706
| +23% | +$69.7K | 0.01% | 504 |
|
|
2013
Q3 | $268K | Buy |
7,451
+1,268
| +21% | +$45.6K | 0.01% | 528 |
|
|
2013
Q2 | $206K | Buy |
+6,183
| New | +$206K | 0.01% | 569 |
|