J.P. Morgan Private Wealth Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $38.4M | Buy |
+646,426
| New | +$38.4M | 0.11% | 193 |
|
|
2023
Q2 | – | Sell |
-773,914
| Closed | -$40.9M | – | 1690 |
|
|
2023
Q1 | $40.9M | Sell |
773,914
-11,843
| -2% | -$627K | 0.09% | 210 |
|
|
2022
Q4 | $39.2M | Buy |
785,757
+13,120
| +2% | +$654K | 0.09% | 210 |
|
|
2022
Q3 | $34M | Buy |
772,637
+29,458
| +4% | +$1.3M | 0.09% | 207 |
|
|
2022
Q2 | $36.2M | Sell |
743,179
-4,949
| -0.7% | -$241K | 0.09% | 206 |
|
|
2022
Q1 | $41.5M | Sell |
748,128
-1,790
| -0.2% | -$99.2K | 0.09% | 215 |
|
|
2021
Q4 | $39.2M | Buy |
749,918
+19,518
| +3% | +$1.02M | 0.08% | 217 |
|
|
2021
Q3 | $31.7M | Buy |
730,400
+60,901
| +9% | +$2.65M | 0.08% | 242 |
|
|
2021
Q2 | $28.3M | Buy |
669,499
+3,688
| +0.6% | +$156K | 0.07% | 250 |
|
|
2021
Q1 | $24.6M | Buy |
665,811
+28,935
| +5% | +$1.07M | 0.08% | 232 |
|
|
2020
Q4 | $18.8M | Sell |
636,876
-1,529
| -0.2% | -$45.1K | 0.06% | 267 |
|
|
2020
Q3 | $17.1M | Sell |
638,405
-7,886
| -1% | -$211K | 0.07% | 236 |
|
|
2020
Q2 | $16.9M | Buy |
646,291
+45,595
| +8% | +$1.19M | 0.08% | 212 |
|
|
2020
Q1 | $14.3M | Buy |
600,696
+27,598
| +5% | +$657K | 0.08% | 212 |
|
|
2019
Q4 | $18.3M | Buy |
573,098
+36,843
| +7% | +$1.17M | 0.08% | 212 |
|
|
2019
Q3 | $17.4M | Buy |
536,255
+24,439
| +5% | +$792K | 0.09% | 207 |
|
|
2019
Q2 | $16M | Buy |
511,816
+123,209
| +32% | +$3.86M | 0.09% | 215 |
|
|
2019
Q1 | $13.8M | Buy |
388,607
+170,889
| +78% | +$6.06M | 0.07% | 239 |
|
|
2018
Q4 | $7.06M | Sell |
217,718
-27,201
| -11% | -$882K | 0.04% | 303 |
|
|
2018
Q3 | $8.46M | Buy |
244,919
+68,292
| +39% | +$2.36M | 0.04% | 332 |
|
|
2018
Q2 | $6.18M | Buy |
176,627
+139,351
| +374% | +$4.88M | 0.03% | 355 |
|
|
2018
Q1 | $1.23M | Sell |
37,276
-9,268
| -20% | -$305K | 0.01% | 599 |
|
|
2017
Q4 | $1.76M | Sell |
46,544
-3,256
| -7% | -$123K | 0.01% | 514 |
|
|
2017
Q3 | $1.94M | Sell |
49,800
-8,216
| -14% | -$320K | 0.01% | 471 |
|
|
2017
Q2 | $1.99M | Sell |
58,016
-19,355
| -25% | -$665K | 0.02% | 461 |
|
|
2017
Q1 | $2.76M | Buy |
77,371
+5,917
| +8% | +$211K | 0.02% | 416 |
|
|
2016
Q4 | $2.32M | Buy |
71,454
+862
| +1% | +$28K | 0.02% | 418 |
|
|
2016
Q3 | $2.65M | Buy |
70,592
+1,424
| +2% | +$53.5K | 0.02% | 380 |
|
|
2016
Q2 | $2.76M | Sell |
69,168
-64
| -0.1% | -$2.55K | 0.03% | 371 |
|
|
2016
Q1 | $2.35M | Buy |
69,232
+11,510
| +20% | +$390K | 0.02% | 371 |
|
|
2015
Q4 | $1.56M | Buy |
57,722
+13,887
| +32% | +$375K | 0.02% | 424 |
|
|
2015
Q3 | $1.36M | Sell |
43,835
-105,373
| -71% | -$3.27M | 0.02% | 410 |
|
|
2015
Q2 | $4.63M | Buy |
149,208
+134,883
| +942% | +$4.18M | 0.05% | 250 |
|
|
2015
Q1 | $522K | Buy |
+14,325
| New | +$522K | 0.01% | 709 |
|
|
2014
Q1 | – | Sell |
-34,914
| Closed | -$979K | – | 880 |
|
|
2013
Q4 | $979K | Buy |
+34,914
| New | +$979K | 0.02% | 349 |
|