J.P. Morgan Private Wealth Advisors’s MarketAxess Holdings MKTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $240K | Sell |
1,124
-972
| -46% | -$208K | ﹤0.01% | 1570 |
|
|
2023
Q2 | $548K | Sell |
2,096
-112
| -5% | -$29.3K | ﹤0.01% | 996 |
|
|
2023
Q1 | $864K | Buy |
2,208
+112
| +5% | +$43.8K | ﹤0.01% | 1236 |
|
|
2022
Q4 | $585K | Buy |
+2,096
| New | +$585K | ﹤0.01% | 1405 |
|
|
2022
Q2 | – | Sell |
-715
| Closed | -$243K | – | 1987 |
|
|
2022
Q1 | $243K | Sell |
715
-160
| -18% | -$54.4K | ﹤0.01% | 1839 |
|
|
2021
Q4 | $360K | Buy |
875
+141
| +19% | +$58K | ﹤0.01% | 1672 |
|
|
2021
Q3 | $309K | Sell |
734
-99
| -12% | -$41.7K | ﹤0.01% | 1681 |
|
|
2021
Q2 | $386K | Sell |
833
-44
| -5% | -$20.4K | ﹤0.01% | 1580 |
|
|
2021
Q1 | $437K | Sell |
877
-642
| -42% | -$320K | ﹤0.01% | 1371 |
|
|
2020
Q4 | $867K | Sell |
1,519
-191
| -11% | -$109K | ﹤0.01% | 1061 |
|
|
2020
Q3 | $823K | Sell |
1,710
-89
| -5% | -$42.8K | ﹤0.01% | 961 |
|
|
2020
Q2 | $901K | Sell |
1,799
-338
| -16% | -$169K | ﹤0.01% | 850 |
|
|
2020
Q1 | $711K | Buy |
2,137
+1,330
| +165% | +$443K | ﹤0.01% | 819 |
|
|
2019
Q4 | $306K | Buy |
807
+68
| +9% | +$25.8K | ﹤0.01% | 1231 |
|
|
2019
Q3 | $242K | Buy |
+739
| New | +$242K | ﹤0.01% | 1268 |
|
|
2017
Q4 | – | Sell |
-1,373
| Closed | -$253K | – | 1308 |
|
|
2017
Q3 | $253K | Buy |
1,373
+323
| +31% | +$59.5K | ﹤0.01% | 1082 |
|
|
2017
Q2 | $211K | Sell |
1,050
-649
| -38% | -$130K | ﹤0.01% | 1138 |
|
|
2017
Q1 | $319K | Buy |
1,699
+269
| +19% | +$50.5K | ﹤0.01% | 1045 |
|
|
2016
Q4 | $210K | Buy |
1,430
+39
| +3% | +$5.73K | ﹤0.01% | 1145 |
|
|
2016
Q3 | $230K | Sell |
1,391
-375
| -21% | -$62K | ﹤0.01% | 1092 |
|
|
2016
Q2 | $257K | Sell |
1,766
-714
| -29% | -$104K | ﹤0.01% | 1047 |
|
|
2016
Q1 | $310K | Sell |
2,480
-32
| -1% | -$4K | ﹤0.01% | 936 |
|
|
2015
Q4 | $280K | Buy |
+2,512
| New | +$280K | ﹤0.01% | 893 |
|
|
2014
Q4 | – | Sell |
-4,028
| Closed | -$249K | – | 1122 |
|
|
2014
Q3 | $249K | Buy |
4,028
+288
| +8% | +$17.8K | ﹤0.01% | 903 |
|
|
2014
Q2 | $202K | Sell |
3,740
-4,459
| -54% | -$241K | ﹤0.01% | 828 |
|
|
2014
Q1 | $485K | Buy |
8,199
+886
| +12% | +$52.4K | 0.01% | 571 |
|
|
2013
Q4 | $489K | Buy |
+7,313
| New | +$489K | 0.01% | 456 |
|