JPMPWA
J.P. Morgan Private Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $39.1M | Buy |
+1,100,184
| New | +$39.1M | 0.11% | 189 |
|
|
2023
Q2 | – | Sell |
-1,302,714
| Closed | -$42.6M | – | 1683 |
|
|
2023
Q1 | $42.6M | Sell |
1,302,714
-388,524
| -23% | -$12.7M | 0.09% | 206 |
|
|
2022
Q4 | $44.7M | Sell |
1,691,238
-223,922
| -12% | -$5.92M | 0.1% | 190 |
|
|
2022
Q3 | $49.4M | Sell |
1,915,160
-278,798
| -13% | -$7.18M | 0.13% | 168 |
|
|
2022
Q2 | $82.1M | Buy |
2,193,958
+25,315
| +1% | +$947K | 0.21% | 114 |
|
|
2022
Q1 | $107M | Buy |
2,168,643
+133,404
| +7% | +$6.61M | 0.23% | 101 |
|
|
2021
Q4 | $105M | Sell |
2,035,239
-92,479
| -4% | -$4.76M | 0.23% | 104 |
|
|
2021
Q3 | $113M | Sell |
2,127,718
-58,295
| -3% | -$3.11M | 0.28% | 86 |
|
|
2021
Q2 | $123M | Buy |
2,186,013
+78,295
| +4% | +$4.4M | 0.32% | 76 |
|
|
2021
Q1 | $135M | Sell |
2,107,718
-203,230
| -9% | -$13M | 0.44% | 57 |
|
|
2020
Q4 | $115M | Sell |
2,310,948
-125,043
| -5% | -$6.23M | 0.37% | 64 |
|
|
2020
Q3 | $126M | Sell |
2,435,991
-570,322
| -19% | -$29.5M | 0.49% | 54 |
|
|
2020
Q2 | $180M | Buy |
3,006,313
+71,618
| +2% | +$4.28M | 0.82% | 21 |
|
|
2020
Q1 | $159M | Sell |
2,934,695
-4,663
| -0.2% | -$252K | 0.9% | 19 |
|
|
2019
Q4 | $176M | Buy |
2,939,358
+153,999
| +6% | +$9.22M | 0.8% | 22 |
|
|
2019
Q3 | $144M | Buy |
2,785,359
+27,101
| +1% | +$1.4M | 0.75% | 25 |
|
|
2019
Q2 | $132M | Sell |
2,758,258
-24,804
| -0.9% | -$1.19M | 0.72% | 29 |
|
|
2019
Q1 | $149M | Buy |
2,783,062
+93,995
| +3% | +$5.05M | 0.78% | 25 |
|
|
2018
Q4 | $126M | Sell |
2,689,067
-586,463
| -18% | -$27.5M | 0.77% | 28 |
|
|
2018
Q3 | $155M | Sell |
3,275,530
-76,427
| -2% | -$3.61M | 0.76% | 22 |
|
|
2018
Q2 | $167M | Sell |
3,351,957
-24,134
| -0.7% | -$1.2M | 0.93% | 18 |
|
|
2018
Q1 | $176M | Buy |
3,376,091
+357,998
| +12% | +$18.6M | 1.19% | 14 |
|
|
2017
Q4 | $139M | Buy |
3,018,093
+229,705
| +8% | +$10.6M | 0.92% | 20 |
|
|
2017
Q3 | $106M | Sell |
2,788,388
-11,783
| -0.4% | -$449K | 0.76% | 25 |
|
|
2017
Q2 | $94.5M | Sell |
2,800,171
-134,604
| -5% | -$4.54M | 0.72% | 31 |
|
|
2017
Q1 | $106M | Buy |
2,934,775
+204,309
| +7% | +$7.37M | 0.82% | 22 |
|
|
2016
Q4 | $99M | Buy |
2,730,466
+193,267
| +8% | +$7.01M | 0.86% | 23 |
|
|
2016
Q3 | $95.8M | Buy |
2,537,199
+41,811
| +2% | +$1.58M | 0.89% | 21 |
|
|
2016
Q2 | $81.8M | Sell |
2,495,388
-141,056
| -5% | -$4.63M | 0.79% | 30 |
|
|
2016
Q1 | $85.3M | Buy |
2,636,444
+259,807
| +11% | +$8.4M | 0.82% | 25 |
|
|
2015
Q4 | $81.9M | Buy |
2,376,637
+231,772
| +11% | +$7.98M | 0.84% | 26 |
|
|
2015
Q3 | $64.6M | Buy |
2,144,865
+6,861
| +0.3% | +$207K | 0.81% | 29 |
|
|
2015
Q2 | $65M | Buy |
2,138,004
+24,886
| +1% | +$757K | 0.75% | 33 |
|
|
2015
Q1 | $66.1M | Buy |
2,113,118
+77,396
| +4% | +$2.42M | 0.75% | 31 |
|
|
2014
Q4 | $73.9M | Buy |
2,035,722
+68,146
| +3% | +$2.47M | 0.88% | 25 |
|
|
2014
Q3 | $68.5M | Buy |
1,967,576
+323,634
| +20% | +$11.3M | 0.88% | 26 |
|
|
2014
Q2 | $50.8M | Buy |
1,643,942
+33,004
| +2% | +$1.02M | 0.86% | 28 |
|
|
2014
Q1 | $41.6M | Buy |
1,610,938
+91,371
| +6% | +$2.36M | 0.76% | 35 |
|
|
2013
Q4 | $39.4M | Buy |
1,519,567
+32,488
| +2% | +$843K | 0.79% | 34 |
|
|
2013
Q3 | $34.1M | Buy |
1,487,079
+90,239
| +6% | +$2.07M | 0.77% | 37 |
|
|
2013
Q2 | $33.8M | Buy |
+1,396,840
| New | +$33.8M | 0.84% | 30 |
|