J.P. Morgan Private Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $32.2M | Buy |
+2,326,413
| New | +$32.2M | 0.09% | 212 |
|
|
2023
Q2 | – | Sell |
-2,158,132
| Closed | -$27.2M | – | 1776 |
|
|
2023
Q1 | $27.2M | Sell |
2,158,132
-131,545
| -6% | -$1.66M | 0.06% | 273 |
|
|
2022
Q4 | $26.4M | Buy |
2,289,677
+308,083
| +16% | +$3.56M | 0.06% | 271 |
|
|
2022
Q3 | $20.5M | Buy |
1,981,594
+89,526
| +5% | +$928K | 0.05% | 280 |
|
|
2022
Q2 | $23.3M | Buy |
1,892,068
+43,185
| +2% | +$532K | 0.06% | 268 |
|
|
2022
Q1 | $27.3M | Buy |
1,848,883
+563,308
| +44% | +$8.33M | 0.06% | 274 |
|
|
2021
Q4 | $18.2M | Buy |
1,285,575
+76,896
| +6% | +$1.09M | 0.04% | 332 |
|
|
2021
Q3 | $17.1M | Buy |
1,208,679
+175,909
| +17% | +$2.48M | 0.04% | 336 |
|
|
2021
Q2 | $14.7M | Buy |
1,032,770
+27,469
| +3% | +$392K | 0.04% | 361 |
|
|
2021
Q1 | $13.8M | Sell |
1,005,301
-233,872
| -19% | -$3.22M | 0.04% | 331 |
|
|
2020
Q4 | $15.7M | Buy |
1,239,173
+265,575
| +27% | +$3.36M | 0.05% | 302 |
|
|
2020
Q3 | $11.7M | Buy |
973,598
+284,125
| +41% | +$3.43M | 0.05% | 304 |
|
|
2020
Q2 | $8.5M | Buy |
689,473
+244,806
| +55% | +$3.02M | 0.04% | 309 |
|
|
2020
Q1 | $5.13M | Buy |
444,667
+320,810
| +259% | +$3.7M | 0.03% | 352 |
|
|
2019
Q4 | $2.22M | Buy |
+123,857
| New | +$2.22M | 0.01% | 595 |
|