J.P. Morgan Private Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $253M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $417M | Buy |
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|
2022
Q4 | $413M | Sell |
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|
2022
Q3 | $351M | Buy |
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|
2022
Q2 | $368M | Buy |
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|
2022
Q1 | $442M | Buy |
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|
2021
Q4 | $472M | Buy |
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|
2021
Q3 | $470M | Buy |
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|
2021
Q2 | $433M | Buy |
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|
2021
Q1 | $394M | Sell |
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|
2020
Q4 | $338M | Buy |
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|
2020
Q3 | $242M | Buy |
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|
2020
Q2 | $216M | Buy |
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|
2020
Q1 | $205M | Buy |
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|
2019
Q4 | $309M | Buy |
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|
2019
Q3 | $241M | Buy |
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|
2019
Q2 | $221M | Sell |
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|
2019
Q1 | $216M | Buy |
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|
2018
Q4 | $198M | Buy |
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|
2018
Q3 | $218M | Sell |
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|
2018
Q2 | $210M | Buy |
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|
2018
Q1 | $191M | Buy |
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|
2017
Q4 | $175M | Buy |
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|
2017
Q3 | $151M | Buy |
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|
2017
Q2 | $143M | Sell |
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|
2017
Q1 | $138M | Buy |
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|
2016
Q4 | $132M | Buy |
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|
2016
Q3 | $98.9M | Buy |
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|
2016
Q2 | $88M | Buy |
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|
2016
Q1 | $81.6M | Sell |
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|
2015
Q4 | $102M | Buy |
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|
2015
Q3 | $92.3M | Sell |
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|
2015
Q2 | $107M | Buy |
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|
2015
Q1 | $94.7M | Buy |
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|
2014
Q4 | $96.9M | Buy |
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|
2014
Q3 | $93M | Buy |
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|
2014
Q2 | $65.1M | Sell |
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|
2014
Q1 | $70.9M | Buy |
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|
2013
Q4 | $62.2M | Buy |
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|
2013
Q3 | $53.1M | Buy |
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|
2013
Q2 | $49.9M | Buy |
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