J.P. Morgan Private Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $18.3M | Sell |
96,230
-1,695
| -2% | -$323K | 0.05% | 284 |
|
|
2023
Q2 | $18.4M | Sell |
97,925
-26,413
| -21% | -$4.97M | 0.1% | 163 |
|
|
2023
Q1 | $20.7M | Buy |
124,338
+18,949
| +18% | +$3.16M | 0.04% | 303 |
|
|
2022
Q4 | $17.4M | Buy |
105,389
+37,762
| +56% | +$6.25M | 0.04% | 328 |
|
|
2022
Q3 | $10.1M | Buy |
67,627
+11,238
| +20% | +$1.68M | 0.03% | 399 |
|
|
2022
Q2 | $8.75M | Buy |
56,389
+401
| +0.7% | +$62.3K | 0.02% | 434 |
|
|
2022
Q1 | $9.54M | Buy |
55,988
+9,944
| +22% | +$1.69M | 0.02% | 452 |
|
|
2021
Q4 | $8M | Buy |
46,044
+2,396
| +5% | +$416K | 0.02% | 493 |
|
|
2021
Q3 | $6.61M | Buy |
43,648
+2,680
| +7% | +$406K | 0.02% | 525 |
|
|
2021
Q2 | $5.76M | Buy |
40,968
+7,093
| +21% | +$998K | 0.01% | 555 |
|
|
2021
Q1 | $4.13M | Sell |
33,875
-4,440
| -12% | -$541K | 0.01% | 560 |
|
|
2020
Q4 | $4.48M | Sell |
38,315
-1,127
| -3% | -$132K | 0.01% | 510 |
|
|
2020
Q3 | $4.52M | Sell |
39,442
-10,129
| -20% | -$1.16M | 0.02% | 449 |
|
|
2020
Q2 | $5.32M | Sell |
49,571
-4,451
| -8% | -$478K | 0.02% | 362 |
|
|
2020
Q1 | $4.67M | Sell |
54,022
-1,960
| -4% | -$169K | 0.03% | 362 |
|
|
2019
Q4 | $6.24M | Buy |
55,982
+3,352
| +6% | +$373K | 0.03% | 384 |
|
|
2019
Q3 | $5.27M | Buy |
52,630
+6,142
| +13% | +$615K | 0.03% | 394 |
|
|
2019
Q2 | $4.64M | Sell |
46,488
-3,249
| -7% | -$324K | 0.03% | 403 |
|
|
2019
Q1 | $4.67M | Sell |
49,737
-3,432
| -6% | -$322K | 0.02% | 412 |
|
|
2018
Q4 | $4.24M | Buy |
53,169
+23,291
| +78% | +$1.86M | 0.03% | 401 |
|
|
2018
Q3 | $2.47M | Sell |
29,878
-11,896
| -28% | -$984K | 0.01% | 579 |
|
|
2018
Q2 | $3.42M | Buy |
41,774
+5,464
| +15% | +$448K | 0.02% | 482 |
|
|
2018
Q1 | $3M | Buy |
36,310
+4,247
| +13% | +$351K | 0.02% | 414 |
|
|
2017
Q4 | $2.61M | Buy |
32,063
+4,391
| +16% | +$357K | 0.02% | 442 |
|
|
2017
Q3 | $2.32M | Buy |
27,672
+7,569
| +38% | +$634K | 0.02% | 437 |
|
|
2017
Q2 | $1.57M | Sell |
20,103
-1,532
| -7% | -$119K | 0.01% | 515 |
|
|
2017
Q1 | $1.6M | Buy |
21,635
+1,498
| +7% | +$111K | 0.01% | 515 |
|
|
2016
Q4 | $1.36M | Sell |
20,137
-3,699
| -16% | -$250K | 0.01% | 520 |
|
|
2016
Q3 | $1.6M | Buy |
23,836
+6,186
| +35% | +$416K | 0.01% | 486 |
|
|
2016
Q2 | $1.21M | Buy |
+17,650
| New | +$1.21M | 0.01% | 547 |
|
|
2016
Q1 | – | Sell |
-4,024
| Closed | -$223K | – | 1278 |
|
|
2015
Q4 | $223K | Buy |
+4,024
| New | +$223K | ﹤0.01% | 987 |
|
|
2015
Q3 | – | Sell |
-16,941
| Closed | -$961K | – | 1107 |
|
|
2015
Q2 | $961K | Sell |
16,941
-79
| -0.5% | -$4.48K | 0.01% | 511 |
|
|
2015
Q1 | $955K | Sell |
17,020
-1,838
| -10% | -$103K | 0.01% | 536 |
|
|
2014
Q4 | $1.08M | Sell |
18,858
-103
| -0.5% | -$5.9K | 0.01% | 517 |
|
|
2014
Q3 | $992K | Buy |
18,961
+76
| +0.4% | +$3.98K | 0.01% | 519 |
|
|
2014
Q2 | $979K | Sell |
18,885
-1,319
| -7% | -$68.4K | 0.02% | 415 |
|
|
2014
Q1 | $997K | Buy |
20,204
+2,449
| +14% | +$121K | 0.02% | 405 |
|
|
2013
Q4 | $859K | Buy |
17,755
+477
| +3% | +$23.1K | 0.02% | 372 |
|
|
2013
Q3 | $752K | Buy |
17,278
+69
| +0.4% | +$3K | 0.02% | 370 |
|
|
2013
Q2 | $687K | Buy |
+17,209
| New | +$687K | 0.02% | 373 |
|