J.P. Morgan Private Wealth Advisors’s IBM IBM Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio IBM Stock Details IBM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$49.8M	Buy	+354,612	New	+$49.8M	0.14%	159
2023 Q2	–	Sell	-522,505	Closed	-$68.5M	–	1670
2023 Q1	$68.5M	Sell	522,505 -167,080	-24%	-$21.9M	0.15%	154
2022 Q4	$97.2M	Buy	689,585 +81,869	+13%	+$11.5M	0.22%	113
2022 Q3	$72.2M	Buy	607,716 +40,565	+7%	+$4.82M	0.19%	125
2022 Q2	$80.1M	Buy	567,151 +12,217	+2%	+$1.72M	0.2%	119
2022 Q1	$72.2M	Buy	554,934 +31,428	+6%	+$4.09M	0.16%	147
2021 Q4	$70M	Sell	523,506 -152,603	-23%	-$20.4M	0.15%	153
2021 Q3	$89.8M	Sell	676,109 -34,527	-5%	-$4.59M	0.22%	110
2021 Q2	$99.6M	Buy	710,636 +93,725	+15%	+$13.1M	0.26%	95
2021 Q1	$78.6M	Buy	616,911 +12,973	+2%	+$1.65M	0.25%	102
2020 Q4	$72.7M	Buy	603,938 +4,927	+0.8%	+$593K	0.24%	105
2020 Q3	$69.7M	Buy	599,011 +19,022	+3%	+$2.21M	0.27%	94
2020 Q2	$67M	Buy	579,989 +51,540	+10%	+$5.95M	0.31%	86
2020 Q1	$56M	Buy	528,449 +133,369	+34%	+$14.1M	0.32%	85
2019 Q4	$50.6M	Buy	395,080 +14,392	+4%	+$1.84M	0.23%	111
2019 Q3	$52.9M	Buy	380,688 +7,771	+2%	+$1.08M	0.28%	92
2019 Q2	$49.2M	Sell	372,917 -6,641	-2%	-$876K	0.27%	98
2019 Q1	$51.2M	Buy	379,558 +13,965	+4%	+$1.88M	0.27%	96
2018 Q4	$39.7M	Sell	365,593 -80,455	-18%	-$8.74M	0.24%	99
2018 Q3	$64.5M	Sell	446,048 -7,356	-2%	-$1.06M	0.31%	79
2018 Q2	$60.6M	Buy	453,404 +21,232	+5%	+$2.84M	0.34%	73
2018 Q1	$63.4M	Buy	432,172 +80,687	+23%	+$11.8M	0.43%	58
2017 Q4	$51.6M	Sell	351,485 -1,522	-0.4%	-$223K	0.34%	80
2017 Q3	$49M	Buy	353,007 +33,831	+11%	+$4.69M	0.35%	74
2017 Q2	$46.9M	Buy	319,176 +12,174	+4%	+$1.79M	0.36%	76
2017 Q1	$51.1M	Buy	307,002 +8,352	+3%	+$1.39M	0.4%	67
2016 Q4	$47.4M	Buy	298,650 +389	+0.1%	+$61.7K	0.41%	68
2016 Q3	$45.3M	Buy	298,261 +14,615	+5%	+$2.22M	0.42%	66
2016 Q2	$41.2M	Sell	283,646 -14,664	-5%	-$2.13M	0.4%	70
2016 Q1	$43.2M	Sell	298,310 -29,716	-9%	-$4.3M	0.41%	62
2015 Q4	$43.2M	Sell	328,026 -3,760	-1%	-$495K	0.44%	62
2015 Q3	$46M	Sell	331,786 -55,402	-14%	-$7.68M	0.58%	45
2015 Q2	$60.2M	Sell	387,188 -2,794	-0.7%	-$434K	0.69%	36
2015 Q1	$59.8M	Sell	389,982 -8,532	-2%	-$1.31M	0.68%	34
2014 Q4	$61.1M	Sell	398,514 -34,616	-8%	-$5.31M	0.73%	33
2014 Q3	$78.6M	Buy	433,130 +41,832	+11%	+$7.59M	1.01%	18
2014 Q2	$67.8M	Buy	391,298 +3,670	+0.9%	+$636K	1.14%	16
2014 Q1	$71.3M	Buy	387,628 +19,801	+5%	+$3.64M	1.3%	10
2013 Q4	$66M	Sell	367,827 -14,964	-4%	-$2.68M	1.33%	12
2013 Q3	$67.8M	Sell	382,791 -18,576	-5%	-$3.29M	1.54%	6
2013 Q2	$73.3M	Buy	+401,367	New	+$73.3M	1.81%	5