J.P. Morgan Private Wealth Advisors’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $875K | Sell |
3,734
-141
| -4% | -$33K | ﹤0.01% | 1030 |
|
|
2023
Q2 | $760K | Sell |
3,875
-1,321
| -25% | -$259K | ﹤0.01% | 865 |
|
|
2023
Q1 | $1.05M | Buy |
5,196
+245
| +5% | +$49.7K | ﹤0.01% | 1138 |
|
|
2022
Q4 | $1.07M | Buy |
4,951
+515
| +12% | +$112K | ﹤0.01% | 1110 |
|
|
2022
Q3 | $942K | Buy |
4,436
+705
| +19% | +$150K | ﹤0.01% | 1166 |
|
|
2022
Q2 | $902K | Buy |
3,731
+2,103
| +129% | +$508K | ﹤0.01% | 1190 |
|
|
2022
Q1 | $445K | Buy |
1,628
+7
| +0.4% | +$1.91K | ﹤0.01% | 1586 |
|
|
2021
Q4 | $554K | Buy |
1,621
+67
| +4% | +$22.9K | ﹤0.01% | 1510 |
|
|
2021
Q3 | $403K | Buy |
1,554
+61
| +4% | +$15.8K | ﹤0.01% | 1588 |
|
|
2021
Q2 | $384K | Buy |
1,493
+70
| +5% | +$18K | ﹤0.01% | 1587 |
|
|
2021
Q1 | $320K | Sell |
1,423
-161
| -10% | -$36.2K | ﹤0.01% | 1503 |
|
|
2020
Q4 | $367K | Buy |
1,584
+42
| +3% | +$9.73K | ﹤0.01% | 1410 |
|
|
2020
Q3 | $248K | Buy |
+1,542
| New | +$248K | ﹤0.01% | 1432 |
|