J.P. Morgan Private Wealth Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $871K | Buy |
+17,922
| New | +$871K | ﹤0.01% | 1032 |
|
|
2023
Q2 | – | Sell |
-12,751
| Closed | -$697K | – | 1754 |
|
|
2023
Q1 | $697K | Sell |
12,751
-140
| -1% | -$7.65K | ﹤0.01% | 1336 |
|
|
2022
Q4 | $791K | Buy |
12,891
+1,278
| +11% | +$78.4K | ﹤0.01% | 1262 |
|
|
2022
Q3 | $658K | Sell |
11,613
-1,314
| -10% | -$74.5K | ﹤0.01% | 1343 |
|
|
2022
Q2 | $657K | Sell |
12,927
-465
| -3% | -$23.6K | ﹤0.01% | 1335 |
|
|
2022
Q1 | $795K | Sell |
13,392
-39
| -0.3% | -$2.32K | ﹤0.01% | 1319 |
|
|
2021
Q4 | $940K | Buy |
13,431
+1,083
| +9% | +$75.8K | ﹤0.01% | 1274 |
|
|
2021
Q3 | $794K | Buy |
12,348
+123
| +1% | +$7.91K | ﹤0.01% | 1311 |
|
|
2021
Q2 | $716K | Sell |
12,225
-1,071
| -8% | -$62.7K | ﹤0.01% | 1345 |
|
|
2021
Q1 | $654K | Sell |
13,296
-6,789
| -34% | -$334K | ﹤0.01% | 1215 |
|
|
2020
Q4 | $889K | Sell |
20,085
-174
| -0.9% | -$7.7K | ﹤0.01% | 1046 |
|
|
2020
Q3 | $829K | Sell |
20,259
-2,013
| -9% | -$82.4K | ﹤0.01% | 957 |
|
|
2020
Q2 | $887K | Sell |
22,272
-3,555
| -14% | -$142K | ﹤0.01% | 855 |
|
|
2020
Q1 | $817K | Buy |
25,827
+1,215
| +5% | +$38.4K | ﹤0.01% | 777 |
|
|
2019
Q4 | $879K | Sell |
24,612
-141
| -0.6% | -$5.04K | ﹤0.01% | 849 |
|
|
2019
Q3 | $820K | Buy |
24,753
+1,575
| +7% | +$52.2K | ﹤0.01% | 830 |
|
|
2019
Q2 | $743K | Sell |
23,178
-210
| -0.9% | -$6.73K | ﹤0.01% | 854 |
|
|
2019
Q1 | $682K | Buy |
23,388
+669
| +3% | +$19.5K | ﹤0.01% | 911 |
|
|
2018
Q4 | $618K | Sell |
22,719
-630
| -3% | -$17.1K | ﹤0.01% | 891 |
|
|
2018
Q3 | $668K | Sell |
23,349
-2,259
| -9% | -$64.6K | ﹤0.01% | 968 |
|
|
2018
Q2 | $779K | Buy |
25,608
+165
| +0.6% | +$5.02K | ﹤0.01% | 850 |
|
|
2018
Q1 | $731K | Sell |
25,443
-1,332
| -5% | -$38.3K | ﹤0.01% | 737 |
|
|
2017
Q4 | $686K | Sell |
26,775
-396
| -1% | -$10.1K | ﹤0.01% | 767 |
|
|
2017
Q3 | $703K | Sell |
27,171
-243
| -0.9% | -$6.29K | 0.01% | 725 |
|
|
2017
Q2 | $653K | Buy |
+27,414
| New | +$653K | 0.01% | 744 |
|
|
2016
Q4 | – | Sell |
-9,660
| Closed | -$218K | – | 1279 |
|
|
2016
Q3 | $218K | Sell |
9,660
-1,881
| -16% | -$42.4K | ﹤0.01% | 1115 |
|
|
2016
Q2 | $249K | Buy |
+11,541
| New | +$249K | ﹤0.01% | 1061 |
|
|
2015
Q4 | – | Sell |
-18,702
| Closed | -$332K | – | 1193 |
|
|
2015
Q3 | $332K | Buy |
18,702
+3,276
| +21% | +$58.2K | ﹤0.01% | 762 |
|
|
2015
Q2 | $251K | Buy |
+15,426
| New | +$251K | ﹤0.01% | 904 |
|