J.P. Morgan Private Wealth Advisors’s 3M MMM Stock Holding History

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$14.7M	Buy	+188,271	New	+$14.7M	0.04%	314
2023 Q2	–	Sell	-230,900	Closed	-$20.3M	–	1739
2023 Q1	$20.3M	Sell	230,900 -66,098	-22%	-$5.81M	0.04%	307
2022 Q4	$29.8M	Buy	296,998 +23,291	+9%	+$2.34M	0.07%	254
2022 Q3	$25.3M	Sell	273,707 -47,185	-15%	-$4.36M	0.07%	250
2022 Q2	$34.7M	Sell	320,892 -194,799	-38%	-$21.1M	0.09%	210
2022 Q1	$64.2M	Buy	515,691 +14,376	+3%	+$1.79M	0.14%	160
2021 Q4	$74.5M	Sell	501,315 -49,914	-9%	-$7.41M	0.16%	147
2021 Q3	$80.9M	Buy	551,229 +16,080	+3%	+$2.36M	0.2%	123
2021 Q2	$88.9M	Buy	535,149 +19,790	+4%	+$3.29M	0.23%	107
2021 Q1	$83M	Buy	515,359 +49,005	+11%	+$7.89M	0.27%	95
2020 Q4	$68.2M	Sell	466,354 -688	-0.1%	-$101K	0.22%	113
2020 Q3	$62.6M	Buy	467,042 +7,894	+2%	+$1.06M	0.24%	101
2020 Q2	$59.9M	Sell	459,148 -13,491	-3%	-$1.76M	0.27%	95
2020 Q1	$53.9M	Buy	472,639 +9,571	+2%	+$1.09M	0.31%	86
2019 Q4	$68.3M	Buy	463,068 +1,825	+0.4%	+$269K	0.31%	86
2019 Q3	$63.4M	Sell	461,243 -16,004	-3%	-$2.2M	0.33%	76
2019 Q2	$69.2M	Sell	477,247 -19,016	-4%	-$2.76M	0.38%	68
2019 Q1	$86.2M	Sell	496,263 -6,935	-1%	-$1.2M	0.45%	56
2018 Q4	$80.2M	Sell	503,198 -59,491	-11%	-$9.48M	0.49%	52
2018 Q3	$99.1M	Buy	562,689 +4,004	+0.7%	+$705K	0.48%	49
2018 Q2	$91.9M	Buy	558,685 +11,400	+2%	+$1.88M	0.51%	45
2018 Q1	$100M	Sell	547,285 -15,872	-3%	-$2.91M	0.68%	31
2017 Q4	$111M	Buy	563,157 +6,521	+1%	+$1.28M	0.73%	31
2017 Q3	$97.7M	Buy	556,636 +39,963	+8%	+$7.01M	0.7%	33
2017 Q2	$89.9M	Buy	516,673 +1,657	+0.3%	+$288K	0.68%	38
2017 Q1	$82.4M	Buy	515,016 +3,775	+0.7%	+$604K	0.64%	41
2016 Q4	$76.3M	Sell	511,241 -5,972	-1%	-$892K	0.66%	37
2016 Q3	$76.2M	Buy	517,213 +2,849	+0.6%	+$420K	0.71%	33
2016 Q2	$75.3M	Sell	514,364 -22,587	-4%	-$3.31M	0.73%	34
2016 Q1	$74.8M	Buy	536,951 +13,656	+3%	+$1.9M	0.72%	34
2015 Q4	$65.9M	Buy	523,295 +7,435	+1%	+$936K	0.68%	37
2015 Q3	$61.1M	Sell	515,860 -20,728	-4%	-$2.46M	0.77%	31
2015 Q2	$69.2M	Sell	536,588 -400	-0.1%	-$51.6K	0.79%	28
2015 Q1	$74.1M	Sell	536,988 -78	-0%	-$10.8K	0.85%	28
2014 Q4	$73.8M	Buy	537,066 +59,001	+12%	+$8.11M	0.88%	26
2014 Q3	$56.6M	Sell	478,065 -27,096	-5%	-$3.21M	0.73%	30
2014 Q2	$60.5M	Buy	505,161 +5,942	+1%	+$712K	1.02%	21
2014 Q1	$56.6M	Buy	499,219 +18,100	+4%	+$2.05M	1.03%	21
2013 Q4	$56.4M	Buy	481,119 +7,907	+2%	+$927K	1.13%	19
2013 Q3	$47.2M	Buy	473,212 +6,914	+1%	+$690K	1.07%	18
2013 Q2	$42.6M	Buy	+466,298	New	+$42.6M	1.05%	20