JPMPWA
J.P. Morgan Private Wealth Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.1M | Sell |
9,944
-5,350
| -35% | -$2.74M | 0.01% | 498 |
|
|
2023
Q2 | $7.18M | Buy |
15,294
+336
| +2% | +$158K | 0.04% | 283 |
|
|
2023
Q1 | $8.37M | Sell |
14,958
-299
| -2% | -$167K | 0.02% | 470 |
|
|
2022
Q4 | $7.1M | Sell |
15,257
-682
| -4% | -$317K | 0.02% | 498 |
|
|
2022
Q3 | $6.72M | Buy |
15,939
+206
| +1% | +$86.9K | 0.02% | 482 |
|
|
2022
Q2 | $6.48M | Sell |
15,733
-22,811
| -59% | -$9.4M | 0.02% | 508 |
|
|
2022
Q1 | $19.4M | Sell |
38,544
-19,426
| -34% | -$9.77M | 0.04% | 332 |
|
|
2021
Q4 | $35.5M | Buy |
57,970
+1,702
| +3% | +$1.04M | 0.08% | 234 |
|
|
2021
Q3 | $34.2M | Buy |
56,268
+1,379
| +3% | +$839K | 0.08% | 231 |
|
|
2021
Q2 | $29.3M | Buy |
54,889
+11,375
| +26% | +$6.06M | 0.08% | 246 |
|
|
2021
Q1 | $18.2M | Sell |
43,514
-48,836
| -53% | -$20.5M | 0.06% | 284 |
|
|
2020
Q4 | $41.2M | Buy |
92,350
+11,656
| +14% | +$5.2M | 0.13% | 165 |
|
|
2020
Q3 | $28.8M | Buy |
80,694
+37,844
| +88% | +$13.5M | 0.11% | 176 |
|
|
2020
Q2 | $14.3M | Buy |
42,850
+4,476
| +12% | +$1.49M | 0.07% | 234 |
|
|
2020
Q1 | $11.1M | Buy |
38,374
+13,179
| +52% | +$3.81M | 0.06% | 247 |
|
|
2019
Q4 | $6.51M | Buy |
25,195
+3,730
| +17% | +$963K | 0.03% | 373 |
|
|
2019
Q3 | $4.67M | Buy |
21,465
+12,672
| +144% | +$2.76M | 0.02% | 416 |
|
|
2019
Q2 | $2.1M | Buy |
8,793
+310
| +4% | +$74K | 0.01% | 584 |
|
|
2019
Q1 | $1.69M | Sell |
8,483
-1,484
| -15% | -$295K | 0.01% | 658 |
|
|
2018
Q4 | $1.47M | Sell |
9,967
-225
| -2% | -$33.2K | 0.01% | 635 |
|
|
2018
Q3 | $1.81M | Sell |
10,192
-1,112
| -10% | -$197K | 0.01% | 650 |
|
|
2018
Q2 | $1.87M | Sell |
11,304
-118
| -1% | -$19.5K | 0.01% | 617 |
|
|
2018
Q1 | $1.71M | Sell |
11,422
-9
| -0.1% | -$1.35K | 0.01% | 516 |
|
|
2017
Q4 | $1.45M | Sell |
11,431
-404
| -3% | -$51.1K | 0.01% | 565 |
|
|
2017
Q3 | $1.38M | Buy |
11,835
+296
| +3% | +$34.6K | 0.01% | 550 |
|
|
2017
Q2 | $1.19M | Sell |
11,539
-180
| -2% | -$18.5K | 0.01% | 572 |
|
|
2017
Q1 | $1.14M | Sell |
11,719
-4
| -0% | -$389 | 0.01% | 596 |
|
|
2016
Q4 | $924K | Sell |
11,723
-402
| -3% | -$31.7K | 0.01% | 615 |
|
|
2016
Q3 | $1.02M | Buy |
12,125
+767
| +7% | +$64.3K | 0.01% | 587 |
|
|
2016
Q2 | $876K | Sell |
11,358
-224
| -2% | -$17.3K | 0.01% | 627 |
|
|
2016
Q1 | $858K | Buy |
+11,582
| New | +$858K | 0.01% | 595 |
|