J.P. Morgan Private Wealth Advisors’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $280K | Sell |
3,747
-122
| -3% | -$9.11K | ﹤0.01% | 1509 |
|
|
2023
Q2 | $327K | Sell |
3,869
-938
| -20% | -$79.3K | ﹤0.01% | 1210 |
|
|
2023
Q1 | $378K | Sell |
4,807
-311
| -6% | -$24.5K | ﹤0.01% | 1585 |
|
|
2022
Q4 | $375K | Sell |
5,118
-1,045
| -17% | -$76.6K | ﹤0.01% | 1571 |
|
|
2022
Q3 | $357K | Buy |
6,163
+318
| +5% | +$18.4K | ﹤0.01% | 1585 |
|
|
2022
Q2 | $365K | Sell |
5,845
-3,735
| -39% | -$233K | ﹤0.01% | 1568 |
|
|
2022
Q1 | $718K | Sell |
9,580
-2,207
| -19% | -$165K | ﹤0.01% | 1365 |
|
|
2021
Q4 | $939K | Sell |
11,787
-1,822
| -13% | -$145K | ﹤0.01% | 1275 |
|
|
2021
Q3 | $1.13M | Buy |
13,609
+1,789
| +15% | +$149K | ﹤0.01% | 1160 |
|
|
2021
Q2 | $1.04M | Buy |
11,820
+3,779
| +47% | +$333K | ﹤0.01% | 1179 |
|
|
2021
Q1 | $716K | Sell |
8,041
-876
| -10% | -$78K | ﹤0.01% | 1184 |
|
|
2020
Q4 | $653K | Sell |
8,917
-1,652
| -16% | -$121K | ﹤0.01% | 1182 |
|
|
2020
Q3 | $723K | Sell |
10,569
-281
| -3% | -$19.2K | ﹤0.01% | 1017 |
|
|
2020
Q2 | $764K | Sell |
10,850
-41
| -0.4% | -$2.89K | ﹤0.01% | 910 |
|
|
2020
Q1 | $634K | Buy |
10,891
+1,409
| +15% | +$82K | ﹤0.01% | 845 |
|
|
2019
Q4 | $705K | Buy |
9,482
+528
| +6% | +$39.3K | ﹤0.01% | 921 |
|
|
2019
Q3 | $692K | Buy |
8,954
+2,756
| +44% | +$213K | ﹤0.01% | 892 |
|
|
2019
Q2 | $450K | Sell |
6,198
-86
| -1% | -$6.24K | ﹤0.01% | 1032 |
|
|
2019
Q1 | $446K | Sell |
6,284
-5
| -0.1% | -$355 | ﹤0.01% | 1072 |
|
|
2018
Q4 | $409K | Sell |
6,289
-237
| -4% | -$15.4K | ﹤0.01% | 1043 |
|
|
2018
Q3 | $425K | Sell |
6,526
-178
| -3% | -$11.6K | ﹤0.01% | 1135 |
|
|
2018
Q2 | $416K | Buy |
6,704
+2,122
| +46% | +$132K | ﹤0.01% | 1078 |
|
|
2018
Q1 | $306K | Buy |
4,582
+5
| +0.1% | +$334 | ﹤0.01% | 1034 |
|
|
2017
Q4 | $328K | Sell |
4,577
-75
| -2% | -$5.38K | ﹤0.01% | 1015 |
|
|
2017
Q3 | $300K | Buy |
4,652
+258
| +6% | +$16.6K | ﹤0.01% | 1021 |
|
|
2017
Q2 | $275K | Buy |
4,394
+218
| +5% | +$13.6K | ﹤0.01% | 1047 |
|
|
2017
Q1 | $260K | Buy |
+4,176
| New | +$260K | ﹤0.01% | 1134 |
|