J.P. Morgan Private Wealth Advisors’s Eli Lilly LLY Stock Holding History

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

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$436M	Buy	+811,230	New	+$436M	1.24%	10
2023 Q2	–	Sell	-718,982	Closed	-$247M	–	1714
2023 Q1	$247M	Buy	718,982 +30,769	+4%	+$10.6M	0.52%	43
2022 Q4	$252M	Buy	688,213 +31,295	+5%	+$11.4M	0.56%	38
2022 Q3	$212M	Buy	656,918 +91,841	+16%	+$29.7M	0.56%	39
2022 Q2	$183M	Buy	565,077 +216,619	+62%	+$70.2M	0.47%	57
2022 Q1	$99.8M	Buy	348,458 +24,328	+8%	+$6.97M	0.22%	107
2021 Q4	$89.5M	Buy	324,130 +8,106	+3%	+$2.24M	0.19%	121
2021 Q3	$73M	Buy	316,024 +3,874	+1%	+$895K	0.18%	137
2021 Q2	$71.6M	Buy	312,150 +243	+0.1%	+$55.8K	0.19%	132
2021 Q1	$58.3M	Sell	311,907 -14,088	-4%	-$2.63M	0.19%	126
2020 Q4	$55M	Sell	325,995 -1,905	-0.6%	-$322K	0.18%	130
2020 Q3	$48.5M	Buy	327,900 +10,853	+3%	+$1.61M	0.19%	121
2020 Q2	$52.1M	Sell	317,047 -2,701	-0.8%	-$443K	0.24%	106
2020 Q1	$44.4M	Sell	319,748 -4,070	-1%	-$565K	0.25%	102
2019 Q4	$42.6M	Buy	323,818 +1,875	+0.6%	+$246K	0.19%	122
2019 Q3	$36M	Sell	321,943 -7,693	-2%	-$860K	0.19%	126
2019 Q2	$36.5M	Sell	329,636 -14,882	-4%	-$1.65M	0.2%	120
2019 Q1	$44.7M	Sell	344,518 -5,438	-2%	-$706K	0.23%	108
2018 Q4	$40.5M	Sell	349,956 -9,951	-3%	-$1.15M	0.25%	95
2018 Q3	$38.6M	Buy	359,907 +905	+0.3%	+$97.1K	0.19%	126
2018 Q2	$30.6M	Sell	359,002 -3,552	-1%	-$303K	0.17%	136
2018 Q1	$28.1M	Sell	362,554 -65,981	-15%	-$5.1M	0.19%	123
2017 Q4	$36.2M	Sell	428,535 -2,744	-0.6%	-$232K	0.24%	107
2017 Q3	$36.9M	Sell	431,279 -10,682	-2%	-$914K	0.27%	96
2017 Q2	$36.4M	Buy	441,961 +724	+0.2%	+$59.6K	0.28%	95
2017 Q1	$37.1M	Sell	441,237 -1,980	-0.4%	-$167K	0.29%	91
2016 Q4	$32.6M	Sell	443,217 -7,838	-2%	-$576K	0.28%	90
2016 Q3	$36.2M	Sell	451,055 -1,100	-0.2%	-$88.3K	0.34%	80
2016 Q2	$35.6M	Sell	452,155 -14,039	-3%	-$1.11M	0.35%	78
2016 Q1	$33.6M	Sell	466,194 -4,087	-0.9%	-$294K	0.32%	89
2015 Q4	$39.6M	Buy	470,281 +70,109	+18%	+$5.91M	0.41%	72
2015 Q3	$33.5M	Sell	400,172 -3,095	-0.8%	-$259K	0.42%	68
2015 Q2	$33.7M	Sell	403,267 -9,687	-2%	-$809K	0.39%	72
2015 Q1	$30M	Buy	412,954 +1,013	+0.2%	+$73.6K	0.34%	77
2014 Q4	$28.4M	Buy	411,941 +9,414	+2%	+$649K	0.34%	81
2014 Q3	$26.1M	Buy	402,527 +24,713	+7%	+$1.6M	0.34%	78
2014 Q2	$23.5M	Buy	377,814 +2,883	+0.8%	+$179K	0.4%	74
2014 Q1	$22.1M	Buy	374,931 +8,799	+2%	+$518K	0.4%	72
2013 Q4	$18.7M	Sell	366,132 -88,268	-19%	-$4.5M	0.38%	82
2013 Q3	$22.9M	Sell	454,400 -208,008	-31%	-$10.5M	0.52%	57
2013 Q2	$32.5M	Buy	+662,408	New	+$32.5M	0.8%	32