J.P. Morgan Private Wealth Advisors’s Paychex PAYX Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio PAYX Stock Details PAYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$17.5M	Sell	151,428 -1,177	-0.8%	-$136K	0.05%	292
2023 Q2	$17.1M	Sell	152,605 -44,950	-23%	-$5.03M	0.09%	173
2023 Q1	$22.6M	Buy	197,555 +20,303	+11%	+$2.33M	0.05%	291
2022 Q4	$20.5M	Sell	177,252 -1,732	-1%	-$200K	0.05%	302
2022 Q3	$20.1M	Buy	178,984 +3,218	+2%	+$361K	0.05%	283
2022 Q2	$20M	Buy	175,766 +1,910	+1%	+$217K	0.05%	280
2022 Q1	$23.7M	Sell	173,856 -76,620	-31%	-$10.5M	0.05%	297
2021 Q4	$34.2M	Sell	250,476 -1,905	-0.8%	-$260K	0.07%	244
2021 Q3	$28.4M	Sell	252,381 -99,119	-28%	-$11.1M	0.07%	256
2021 Q2	$37.7M	Sell	351,500 -47,549	-12%	-$5.1M	0.1%	209
2021 Q1	$39.1M	Sell	399,049 -342,855	-46%	-$33.6M	0.13%	169
2020 Q4	$69.1M	Buy	741,904 +75,697	+11%	+$7.05M	0.22%	112
2020 Q3	$53.1M	Sell	666,207 -8,674	-1%	-$692K	0.21%	113
2020 Q2	$51.1M	Buy	674,881 +169,276	+33%	+$12.8M	0.23%	108
2020 Q1	$31.8M	Buy	505,605 +89,003	+21%	+$5.6M	0.18%	125
2019 Q4	$35.4M	Buy	416,602 +3,337	+0.8%	+$284K	0.16%	142
2019 Q3	$34.2M	Sell	413,265 -1,796	-0.4%	-$149K	0.18%	134
2019 Q2	$34.2M	Sell	415,061 -12,324	-3%	-$1.01M	0.19%	124
2019 Q1	$34.3M	Buy	427,385 +77,180	+22%	+$6.19M	0.18%	130
2018 Q4	$22.8M	Sell	350,205 -9,887	-3%	-$644K	0.14%	156
2018 Q3	$26.5M	Buy	360,092 +3,079	+0.9%	+$227K	0.13%	169
2018 Q2	$24.4M	Sell	357,013 -330	-0.1%	-$22.6K	0.14%	163
2018 Q1	$22M	Sell	357,343 -20,058	-5%	-$1.24M	0.15%	151
2017 Q4	$25.7M	Buy	377,401 +26,937	+8%	+$1.83M	0.17%	138
2017 Q3	$21M	Sell	350,464 -108,272	-24%	-$6.49M	0.15%	150
2017 Q2	$26.1M	Buy	458,736 +3,245	+0.7%	+$185K	0.2%	124
2017 Q1	$26.8M	Buy	455,491 +12,359	+3%	+$728K	0.21%	119
2016 Q4	$27M	Buy	443,132 +18,909	+4%	+$1.15M	0.23%	102
2016 Q3	$24.6M	Buy	424,223 +9,931	+2%	+$575K	0.23%	106
2016 Q2	$24.7M	Buy	414,292 +14,811	+4%	+$881K	0.24%	107
2016 Q1	$21.6M	Buy	399,481 +57,929	+17%	+$3.13M	0.21%	112
2015 Q4	$18.1M	Buy	341,552 +18,137	+6%	+$959K	0.19%	128
2015 Q3	$15.4M	Buy	323,415 +76,222	+31%	+$3.63M	0.19%	124
2015 Q2	$11.6M	Buy	247,193 +13,222	+6%	+$620K	0.13%	172
2015 Q1	$11.6M	Buy	233,971 +10,146	+5%	+$503K	0.13%	164
2014 Q4	$10.3M	Buy	223,825 +10,354	+5%	+$478K	0.12%	180
2014 Q3	$9.44M	Buy	213,471 +5,364	+3%	+$237K	0.12%	184
2014 Q2	$8.65M	Buy	208,107 +10,484	+5%	+$436K	0.15%	156
2014 Q1	$8.42M	Buy	197,623 +7,189	+4%	+$306K	0.15%	151
2013 Q4	$8.67M	Buy	190,434 +8,429	+5%	+$384K	0.17%	141
2013 Q3	$7.4M	Buy	182,005 +20,076	+12%	+$816K	0.17%	146
2013 Q2	$5.91M	Buy	+161,929	New	+$5.91M	0.15%	151