JPMPWA
J.P. Morgan Private Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $729M | Buy |
+1,674,849
| New | +$729M | 2.08% | 5 |
|
|
2023
Q2 | – | Sell |
-2,095,910
| Closed | -$582M | – | 1773 |
|
|
2023
Q1 | $582M | Buy |
2,095,910
+192,122
| +10% | +$53.4M | 1.24% | 9 |
|
|
2022
Q4 | $278M | Sell |
1,903,788
-192,189
| -9% | -$28.1M | 0.62% | 32 |
|
|
2022
Q3 | $254M | Buy |
2,095,977
+10,546
| +0.5% | +$1.28M | 0.66% | 26 |
|
|
2022
Q2 | $316M | Sell |
2,085,431
-154,931
| -7% | -$23.5M | 0.81% | 21 |
|
|
2022
Q1 | $611M | Buy |
2,240,362
+125,553
| +6% | +$34.3M | 1.32% | 8 |
|
|
2021
Q4 | $622M | Buy |
2,114,809
+108,031
| +5% | +$31.8M | 1.34% | 8 |
|
|
2021
Q3 | $416M | Buy |
2,006,778
+1,537,071
| +327% | +$318M | 1.02% | 12 |
|
|
2021
Q2 | $376M | Buy |
469,707
+61,600
| +15% | +$49.3M | 0.97% | 14 |
|
|
2021
Q1 | $218M | Sell |
408,107
-35,237
| -8% | -$18.8M | 0.71% | 23 |
|
|
2020
Q4 | $232M | Buy |
443,344
+32,527
| +8% | +$17M | 0.75% | 22 |
|
|
2020
Q3 | $222M | Buy |
410,817
+91,783
| +29% | +$49.7M | 0.87% | 17 |
|
|
2020
Q2 | $121M | Buy |
319,034
+9,706
| +3% | +$3.69M | 0.55% | 41 |
|
|
2020
Q1 | $81.5M | Buy |
309,328
+26,285
| +9% | +$6.93M | 0.46% | 54 |
|
|
2019
Q4 | $66.6M | Buy |
283,043
+103,354
| +58% | +$24.3M | 0.3% | 87 |
|
|
2019
Q3 | $31.3M | Buy |
179,689
+25,944
| +17% | +$4.52M | 0.16% | 140 |
|
|
2019
Q2 | $25.3M | Sell |
153,745
-4,987
| -3% | -$819K | 0.14% | 156 |
|
|
2019
Q1 | $28.5M | Buy |
158,732
+38,410
| +32% | +$6.9M | 0.15% | 151 |
|
|
2018
Q4 | $16.1M | Sell |
120,322
-55,230
| -31% | -$7.37M | 0.1% | 198 |
|
|
2018
Q3 | $49.3M | Buy |
175,552
+25,770
| +17% | +$7.24M | 0.24% | 99 |
|
|
2018
Q2 | $35.5M | Buy |
149,782
+46,259
| +45% | +$11M | 0.2% | 126 |
|
|
2018
Q1 | $24M | Buy |
103,523
+27,292
| +36% | +$6.32M | 0.16% | 137 |
|
|
2017
Q4 | $14.8M | Buy |
76,231
+19,386
| +34% | +$3.75M | 0.1% | 191 |
|
|
2017
Q3 | $10.2M | Sell |
56,845
-1,511
| -3% | -$270K | 0.07% | 221 |
|
|
2017
Q2 | $8.44M | Buy |
58,356
+11,055
| +23% | +$1.6M | 0.06% | 236 |
|
|
2017
Q1 | $5.15M | Buy |
47,301
+1,466
| +3% | +$160K | 0.04% | 294 |
|
|
2016
Q4 | $4.89M | Sell |
45,835
-21,398
| -32% | -$2.28M | 0.04% | 285 |
|
|
2016
Q3 | $4.61M | Buy |
67,233
+21,645
| +47% | +$1.48M | 0.04% | 293 |
|
|
2016
Q2 | $2.14M | Sell |
45,588
-38
| -0.1% | -$1.79K | 0.02% | 428 |
|
|
2016
Q1 | $1.63M | Buy |
45,626
+31,152
| +215% | +$1.11M | 0.02% | 447 |
|
|
2015
Q4 | $477K | Buy |
14,474
+2,528
| +21% | +$83.3K | ﹤0.01% | 705 |
|
|
2015
Q3 | $294K | Sell |
11,946
-1,767
| -13% | -$43.5K | ﹤0.01% | 801 |
|
|
2015
Q2 | $276K | Buy |
13,713
+2,189
| +19% | +$44.1K | ﹤0.01% | 875 |
|
|
2015
Q1 | $241K | Sell |
11,524
-1,181
| -9% | -$24.7K | ﹤0.01% | 968 |
|
|
2014
Q4 | $255K | Buy |
12,705
+2,418
| +24% | +$48.5K | ﹤0.01% | 926 |
|
|
2014
Q3 | $190K | Sell |
10,287
-1,997
| -16% | -$36.9K | ﹤0.01% | 991 |
|
|
2014
Q2 | $228K | Sell |
12,284
-221
| -2% | -$4.1K | ﹤0.01% | 779 |
|
|
2014
Q1 | $224K | Sell |
12,505
-1,084
| -8% | -$19.4K | ﹤0.01% | 784 |
|
|
2013
Q4 | $218K | Sell |
13,589
-1,218
| -8% | -$19.5K | ﹤0.01% | 597 |
|
|
2013
Q3 | $230K | Buy |
14,807
+1,359
| +10% | +$21.1K | 0.01% | 567 |
|
|
2013
Q2 | $189K | Buy |
+13,448
| New | +$189K | ﹤0.01% | 582 |
|