JPMPWA
J.P. Morgan Private Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $14.7M | Buy |
+157,417
| New | +$14.7M | 0.04% | 314 |
|
|
2023
Q2 | – | Sell |
-193,060
| Closed | -$20.3M | – | 1739 |
|
|
2023
Q1 | $20.3M | Sell |
193,060
-55,266
| -22% | -$5.81M | 0.04% | 307 |
|
|
2022
Q4 | $29.8M | Buy |
248,326
+19,474
| +9% | +$2.34M | 0.07% | 254 |
|
|
2022
Q3 | $25.3M | Sell |
228,852
-39,452
| -15% | -$4.36M | 0.07% | 250 |
|
|
2022
Q2 | $34.7M | Sell |
268,304
-162,876
| -38% | -$21.1M | 0.09% | 210 |
|
|
2022
Q1 | $64.2M | Buy |
431,180
+12,020
| +3% | +$1.79M | 0.14% | 160 |
|
|
2021
Q4 | $74.5M | Sell |
419,160
-41,734
| -9% | -$7.41M | 0.16% | 147 |
|
|
2021
Q3 | $80.9M | Buy |
460,894
+13,445
| +3% | +$2.36M | 0.2% | 123 |
|
|
2021
Q2 | $88.9M | Buy |
447,449
+16,547
| +4% | +$3.29M | 0.23% | 107 |
|
|
2021
Q1 | $83M | Buy |
430,902
+40,974
| +11% | +$7.89M | 0.27% | 95 |
|
|
2020
Q4 | $68.2M | Sell |
389,928
-575
| -0.1% | -$101K | 0.22% | 113 |
|
|
2020
Q3 | $62.6M | Buy |
390,503
+6,600
| +2% | +$1.06M | 0.24% | 101 |
|
|
2020
Q2 | $59.9M | Sell |
383,903
-11,280
| -3% | -$1.76M | 0.27% | 95 |
|
|
2020
Q1 | $53.9M | Buy |
395,183
+8,002
| +2% | +$1.09M | 0.31% | 86 |
|
|
2019
Q4 | $68.3M | Buy |
387,181
+1,526
| +0.4% | +$269K | 0.31% | 86 |
|
|
2019
Q3 | $63.4M | Sell |
385,655
-13,381
| -3% | -$2.2M | 0.33% | 76 |
|
|
2019
Q2 | $69.2M | Sell |
399,036
-15,900
| -4% | -$2.76M | 0.38% | 68 |
|
|
2019
Q1 | $86.2M | Sell |
414,936
-5,798
| -1% | -$1.2M | 0.45% | 56 |
|
|
2018
Q4 | $80.2M | Sell |
420,734
-49,742
| -11% | -$9.48M | 0.49% | 52 |
|
|
2018
Q3 | $99.1M | Buy |
470,476
+3,348
| +0.7% | +$705K | 0.48% | 49 |
|
|
2018
Q2 | $91.9M | Buy |
467,128
+9,532
| +2% | +$1.88M | 0.51% | 45 |
|
|
2018
Q1 | $100M | Sell |
457,596
-13,271
| -3% | -$2.91M | 0.68% | 31 |
|
|
2017
Q4 | $111M | Buy |
470,867
+5,452
| +1% | +$1.28M | 0.73% | 31 |
|
|
2017
Q3 | $97.7M | Buy |
465,415
+33,414
| +8% | +$7.01M | 0.7% | 33 |
|
|
2017
Q2 | $89.9M | Buy |
432,001
+1,386
| +0.3% | +$288K | 0.68% | 38 |
|
|
2017
Q1 | $82.4M | Buy |
430,615
+3,156
| +0.7% | +$604K | 0.64% | 41 |
|
|
2016
Q4 | $76.3M | Sell |
427,459
-4,993
| -1% | -$892K | 0.66% | 37 |
|
|
2016
Q3 | $76.2M | Buy |
432,452
+2,382
| +0.6% | +$420K | 0.71% | 33 |
|
|
2016
Q2 | $75.3M | Sell |
430,070
-18,886
| -4% | -$3.31M | 0.73% | 34 |
|
|
2016
Q1 | $74.8M | Buy |
448,956
+11,418
| +3% | +$1.9M | 0.72% | 34 |
|
|
2015
Q4 | $65.9M | Buy |
437,538
+6,217
| +1% | +$936K | 0.68% | 37 |
|
|
2015
Q3 | $61.1M | Sell |
431,321
-17,331
| -4% | -$2.46M | 0.77% | 31 |
|
|
2015
Q2 | $69.2M | Sell |
448,652
-335
| -0.1% | -$51.6K | 0.79% | 28 |
|
|
2015
Q1 | $74.1M | Sell |
448,987
-65
| -0% | -$10.8K | 0.85% | 28 |
|
|
2014
Q4 | $73.8M | Buy |
449,052
+49,332
| +12% | +$8.11M | 0.88% | 26 |
|
|
2014
Q3 | $56.6M | Sell |
399,720
-22,655
| -5% | -$3.21M | 0.73% | 30 |
|
|
2014
Q2 | $60.5M | Buy |
422,375
+4,968
| +1% | +$712K | 1.02% | 21 |
|
|
2014
Q1 | $56.6M | Buy |
417,407
+15,134
| +4% | +$2.05M | 1.03% | 21 |
|
|
2013
Q4 | $56.4M | Buy |
402,273
+6,611
| +2% | +$927K | 1.13% | 19 |
|
|
2013
Q3 | $47.2M | Buy |
395,662
+5,781
| +1% | +$690K | 1.07% | 18 |
|
|
2013
Q2 | $42.6M | Buy |
+389,881
| New | +$42.6M | 1.05% | 20 |
|