JPMPWA
J.P. Morgan Private Wealth Advisors’s ServiceNow NOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $135M | Buy |
+241,655
| New | +$135M | 0.39% | 61 |
|
|
2023
Q2 | – | Sell |
-248,437
| Closed | -$115M | – | 1763 |
|
|
2023
Q1 | $115M | Sell |
248,437
-2,406
| -1% | -$1.12M | 0.25% | 94 |
|
|
2022
Q4 | $97.4M | Sell |
250,843
-8,535
| -3% | -$3.31M | 0.22% | 112 |
|
|
2022
Q3 | $97.9M | Buy |
259,378
+29,469
| +13% | +$11.1M | 0.26% | 96 |
|
|
2022
Q2 | $109M | Sell |
229,909
-33,127
| -13% | -$15.8M | 0.28% | 88 |
|
|
2022
Q1 | $146M | Buy |
263,036
+15,036
| +6% | +$8.37M | 0.32% | 80 |
|
|
2021
Q4 | $161M | Buy |
248,000
+21,552
| +10% | +$14M | 0.35% | 75 |
|
|
2021
Q3 | $141M | Buy |
226,448
+92,858
| +70% | +$57.8M | 0.34% | 67 |
|
|
2021
Q2 | $73.4M | Buy |
133,590
+56,553
| +73% | +$31.1M | 0.19% | 129 |
|
|
2021
Q1 | $38.5M | Sell |
77,037
-35,323
| -31% | -$17.7M | 0.12% | 172 |
|
|
2020
Q4 | $61.8M | Buy |
112,360
+22,050
| +24% | +$12.1M | 0.2% | 120 |
|
|
2020
Q3 | $43.8M | Buy |
90,310
+19,035
| +27% | +$9.23M | 0.17% | 128 |
|
|
2020
Q2 | $28.9M | Buy |
71,275
+5,934
| +9% | +$2.4M | 0.13% | 156 |
|
|
2020
Q1 | $18.7M | Buy |
65,341
+38,574
| +144% | +$11.1M | 0.11% | 177 |
|
|
2019
Q4 | $7.56M | Buy |
26,767
+9,879
| +58% | +$2.79M | 0.03% | 351 |
|
|
2019
Q3 | $4.29M | Buy |
16,888
+3,788
| +29% | +$962K | 0.02% | 436 |
|
|
2019
Q2 | $3.6M | Buy |
13,100
+1,033
| +9% | +$284K | 0.02% | 461 |
|
|
2019
Q1 | $2.97M | Buy |
12,067
+1,347
| +13% | +$332K | 0.02% | 532 |
|
|
2018
Q4 | $1.91M | Buy |
10,720
+754
| +8% | +$134K | 0.01% | 581 |
|
|
2018
Q3 | $1.95M | Sell |
9,966
-368
| -4% | -$72K | 0.01% | 635 |
|
|
2018
Q2 | $1.78M | Sell |
10,334
-490
| -5% | -$84.5K | 0.01% | 627 |
|
|
2018
Q1 | $1.79M | Buy |
10,824
+312
| +3% | +$51.6K | 0.01% | 504 |
|
|
2017
Q4 | $1.37M | Buy |
10,512
+3,491
| +50% | +$455K | 0.01% | 582 |
|
|
2017
Q3 | $826K | Buy |
7,021
+709
| +11% | +$83.4K | 0.01% | 683 |
|
|
2017
Q2 | $669K | Sell |
6,312
-257
| -4% | -$27.2K | 0.01% | 733 |
|
|
2017
Q1 | $574K | Sell |
6,569
-5,092
| -44% | -$445K | ﹤0.01% | 799 |
|
|
2016
Q4 | $867K | Sell |
11,661
-2,062
| -15% | -$153K | 0.01% | 631 |
|
|
2016
Q3 | $1.09M | Sell |
13,723
-1,915
| -12% | -$152K | 0.01% | 571 |
|
|
2016
Q2 | $1.04M | Buy |
15,638
+9,234
| +144% | +$613K | 0.01% | 586 |
|
|
2016
Q1 | $392K | Buy |
6,404
+437
| +7% | +$26.8K | ﹤0.01% | 837 |
|
|
2015
Q4 | $517K | Buy |
5,967
+1,132
| +23% | +$98.1K | 0.01% | 681 |
|
|
2015
Q3 | $336K | Sell |
4,835
-5,066
| -51% | -$352K | ﹤0.01% | 760 |
|
|
2015
Q2 | $736K | Buy |
9,901
+2,490
| +34% | +$185K | 0.01% | 577 |
|
|
2015
Q1 | $584K | Buy |
+7,411
| New | +$584K | 0.01% | 676 |
|