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

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$14M	Sell	40,810 -2,306	-5%	-$792K	0.04%	321
2023 Q2	$15.1M	Sell	43,116 -19,958	-32%	-$6.99M	0.08%	182
2023 Q1	$20.5M	Sell	63,074 -10,821	-15%	-$3.53M	0.04%	304
2022 Q4	$24.8M	Sell	73,895 -5,419	-7%	-$1.82M	0.06%	280
2022 Q3	$21.9M	Buy	79,314 +2,099	+3%	+$581K	0.06%	273
2022 Q2	$18.7M	Sell	77,215 -10,780	-12%	-$2.61M	0.05%	296
2022 Q1	$26.2M	Buy	87,995 +473	+0.5%	+$141K	0.06%	281
2021 Q4	$29.3M	Buy	87,522 +5,048	+6%	+$1.69M	0.06%	261
2021 Q3	$25.1M	Sell	82,474 -6,046	-7%	-$1.84M	0.06%	273
2021 Q2	$21.4M	Sell	88,520 -7,972	-8%	-$1.93M	0.06%	293
2021 Q1	$17.6M	Sell	96,492 -12,676	-12%	-$2.31M	0.06%	291
2020 Q4	$17.5M	Buy	109,168 +9,325	+9%	+$1.49M	0.06%	281
2020 Q3	$12.5M	Sell	99,843 -53	-0.1%	-$6.62K	0.05%	293
2020 Q2	$12.1M	Buy	99,896 +6,806	+7%	+$826K	0.06%	262
2020 Q1	$9.27M	Buy	93,090 +33,703	+57%	+$3.36M	0.05%	271
2019 Q4	$9.15M	Buy	59,387 +3,631	+7%	+$560K	0.04%	320
2019 Q3	$7.97M	Buy	55,756 +8,721	+19%	+$1.25M	0.04%	327
2019 Q2	$7.57M	Buy	47,035 +1,219	+3%	+$196K	0.04%	315
2019 Q1	$6.95M	Buy	45,816 +64	+0.1%	+$9.71K	0.04%	337
2018 Q4	$5.85M	Sell	45,752 -4,371	-9%	-$559K	0.04%	340
2018 Q3	$7.94M	Buy	50,123 +1,235	+3%	+$196K	0.04%	345
2018 Q2	$6.5M	Buy	48,888 +1,346	+3%	+$179K	0.04%	347
2018 Q1	$5.59M	Buy	47,542 +5,031	+12%	+$592K	0.04%	306
2017 Q4	$5.24M	Sell	42,511 -242	-0.6%	-$29.8K	0.03%	325
2017 Q3	$5.32M	Sell	42,753 -6,464	-13%	-$804K	0.04%	311
2017 Q2	$6.08M	Buy	49,217 +2,109	+4%	+$260K	0.05%	275
2017 Q1	$5.09M	Buy	47,108 +5,577	+13%	+$602K	0.04%	299
2016 Q4	$4.2M	Sell	41,531 -1,397	-3%	-$141K	0.04%	307
2016 Q3	$3.8M	Buy	42,928 +1,769	+4%	+$156K	0.04%	310
2016 Q2	$4.01M	Sell	41,159 -2,637	-6%	-$257K	0.04%	303
2016 Q1	$3.91M	Buy	43,796 +1,195	+3%	+$107K	0.04%	285
2015 Q4	$3.86M	Sell	42,601 -2,022	-5%	-$183K	0.04%	263
2015 Q3	$3.75M	Sell	44,623 -14,813	-25%	-$1.24M	0.05%	254
2015 Q2	$5.1M	Sell	59,436 -6,612	-10%	-$567K	0.06%	243
2015 Q1	$5.54M	Sell	66,048 -13,238	-17%	-$1.11M	0.06%	237
2014 Q4	$6.68M	Buy	79,286 +4,520	+6%	+$381K	0.08%	222
2014 Q3	$5.49M	Sell	74,766 -3,946	-5%	-$290K	0.07%	238
2014 Q2	$5.55M	Sell	78,712 -4,776	-6%	-$337K	0.09%	198
2014 Q1	$5.8M	Buy	83,488 +25,382	+44%	+$1.76M	0.11%	187
2013 Q4	$4.13M	Buy	58,106 +7,022	+14%	+$499K	0.08%	198
2013 Q3	$3.07M	Buy	51,084 +19,526	+62%	+$1.17M	0.07%	212
2013 Q2	$1.8M	Buy	+31,558	New	+$1.8M	0.04%	253