JPMPWA
J.P. Morgan Private Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $253M | Buy |
+1,745,109
| New | +$253M | 0.72% | 26 |
|
|
2023
Q2 | – | Sell |
-3,196,244
| Closed | -$417M | – | 1701 |
|
|
2023
Q1 | $417M | Buy |
3,196,244
+113,407
| +4% | +$14.8M | 0.88% | 19 |
|
|
2022
Q4 | $413M | Sell |
3,082,837
-279,028
| -8% | -$37.4M | 0.92% | 19 |
|
|
2022
Q3 | $351M | Buy |
3,361,865
+97,057
| +3% | +$10.1M | 0.92% | 15 |
|
|
2022
Q2 | $368M | Buy |
3,264,808
+22,805
| +0.7% | +$2.57M | 0.94% | 14 |
|
|
2022
Q1 | $442M | Buy |
3,242,003
+260,372
| +9% | +$35.5M | 0.96% | 13 |
|
|
2021
Q4 | $472M | Buy |
2,981,631
+109,304
| +4% | +$17.3M | 1.02% | 12 |
|
|
2021
Q3 | $470M | Buy |
2,872,327
+91,092
| +3% | +$14.9M | 1.15% | 9 |
|
|
2021
Q2 | $433M | Buy |
2,781,235
+190,979
| +7% | +$29.7M | 1.12% | 9 |
|
|
2021
Q1 | $394M | Sell |
2,590,256
-73,306
| -3% | -$11.2M | 1.28% | 9 |
|
|
2020
Q4 | $338M | Buy |
2,663,562
+146,983
| +6% | +$18.7M | 1.1% | 11 |
|
|
2020
Q3 | $242M | Buy |
2,516,579
+215,771
| +9% | +$20.8M | 0.94% | 14 |
|
|
2020
Q2 | $216M | Buy |
2,300,808
+20,250
| +0.9% | +$1.9M | 0.99% | 14 |
|
|
2020
Q1 | $205M | Buy |
2,280,558
+62,485
| +3% | +$5.63M | 1.16% | 13 |
|
|
2019
Q4 | $309M | Buy |
2,218,073
+166,272
| +8% | +$23.2M | 1.4% | 6 |
|
|
2019
Q3 | $241M | Buy |
2,051,801
+71,787
| +4% | +$8.45M | 1.26% | 9 |
|
|
2019
Q2 | $221M | Sell |
1,980,014
-155,340
| -7% | -$17.4M | 1.21% | 10 |
|
|
2019
Q1 | $216M | Buy |
2,135,354
+111,223
| +5% | +$11.3M | 1.13% | 11 |
|
|
2018
Q4 | $198M | Buy |
2,024,131
+87,849
| +5% | +$8.58M | 1.2% | 12 |
|
|
2018
Q3 | $218M | Sell |
1,936,282
-79,668
| -4% | -$8.99M | 1.07% | 13 |
|
|
2018
Q2 | $210M | Buy |
2,015,950
+280,010
| +16% | +$29.2M | 1.18% | 13 |
|
|
2018
Q1 | $191M | Buy |
1,735,940
+99,853
| +6% | +$11M | 1.29% | 12 |
|
|
2017
Q4 | $175M | Buy |
1,636,087
+56,520
| +4% | +$6.04M | 1.15% | 13 |
|
|
2017
Q3 | $151M | Buy |
1,579,567
+10,239
| +0.7% | +$978K | 1.09% | 15 |
|
|
2017
Q2 | $143M | Sell |
1,569,328
-6,586
| -0.4% | -$602K | 1.09% | 15 |
|
|
2017
Q1 | $138M | Buy |
1,575,914
+40,656
| +3% | +$3.57M | 1.07% | 15 |
|
|
2016
Q4 | $132M | Buy |
1,535,258
+49,616
| +3% | +$4.28M | 1.15% | 13 |
|
|
2016
Q3 | $98.9M | Buy |
1,485,642
+69,531
| +5% | +$4.63M | 0.92% | 17 |
|
|
2016
Q2 | $88M | Buy |
1,416,111
+37,667
| +3% | +$2.34M | 0.85% | 25 |
|
|
2016
Q1 | $81.6M | Sell |
1,378,444
-162,768
| -11% | -$9.64M | 0.78% | 30 |
|
|
2015
Q4 | $102M | Buy |
1,541,212
+27,242
| +2% | +$1.8M | 1.04% | 18 |
|
|
2015
Q3 | $92.3M | Sell |
1,513,970
-58,995
| -4% | -$3.6M | 1.16% | 13 |
|
|
2015
Q2 | $107M | Buy |
1,572,965
+10,236
| +0.7% | +$694K | 1.22% | 11 |
|
|
2015
Q1 | $94.7M | Buy |
1,562,729
+14,628
| +0.9% | +$886K | 1.08% | 18 |
|
|
2014
Q4 | $96.9M | Buy |
1,548,101
+3,837
| +0.2% | +$240K | 1.16% | 14 |
|
|
2014
Q3 | $93M | Buy |
1,544,264
+414,810
| +37% | +$25M | 1.2% | 14 |
|
|
2014
Q2 | $65.1M | Sell |
1,129,454
-38,025
| -3% | -$2.19M | 1.1% | 19 |
|
|
2014
Q1 | $70.9M | Buy |
1,167,479
+103,580
| +10% | +$6.29M | 1.29% | 11 |
|
|
2013
Q4 | $62.2M | Buy |
1,063,899
+35,744
| +3% | +$2.09M | 1.25% | 16 |
|
|
2013
Q3 | $53.1M | Buy |
1,028,155
+83,301
| +9% | +$4.31M | 1.21% | 14 |
|
|
2013
Q2 | $49.9M | Buy |
+944,854
| New | +$49.9M | 1.23% | 14 |
|