J.P. Morgan Private Wealth Advisors’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $463K | Sell |
4,442
-2,281
| -34% | -$238K | ﹤0.01% | 1277 |
|
|
2023
Q2 | $813K | Sell |
6,723
-1,382
| -17% | -$167K | ﹤0.01% | 838 |
|
|
2023
Q1 | $897K | Buy |
8,105
+264
| +3% | +$29.2K | ﹤0.01% | 1208 |
|
|
2022
Q4 | $792K | Buy |
7,841
+387
| +5% | +$39.1K | ﹤0.01% | 1261 |
|
|
2022
Q3 | $713K | Buy |
7,454
+604
| +9% | +$57.8K | ﹤0.01% | 1305 |
|
|
2022
Q2 | $680K | Buy |
6,850
+42
| +0.6% | +$4.17K | ﹤0.01% | 1321 |
|
|
2022
Q1 | $717K | Buy |
6,808
+1,076
| +19% | +$113K | ﹤0.01% | 1367 |
|
|
2021
Q4 | $630K | Sell |
5,732
-1,290
| -18% | -$142K | ﹤0.01% | 1458 |
|
|
2021
Q3 | $840K | Sell |
7,022
-2,655
| -27% | -$318K | ﹤0.01% | 1294 |
|
|
2021
Q2 | $1.33M | Buy |
9,677
+6,925
| +252% | +$948K | ﹤0.01% | 1058 |
|
|
2021
Q1 | $367K | Sell |
2,752
-1,019
| -27% | -$136K | ﹤0.01% | 1444 |
|
|
2020
Q4 | $359K | Sell |
3,771
-385
| -9% | -$36.7K | ﹤0.01% | 1423 |
|
|
2020
Q3 | $392K | Sell |
4,156
-3,489
| -46% | -$329K | ﹤0.01% | 1251 |
|
|
2020
Q2 | $708K | Sell |
7,645
-366
| -5% | -$33.9K | ﹤0.01% | 936 |
|
|
2020
Q1 | $386K | Buy |
8,011
+2,967
| +59% | +$143K | ﹤0.01% | 1032 |
|
|
2019
Q4 | $513K | Sell |
5,044
-153
| -3% | -$15.6K | ﹤0.01% | 1039 |
|
|
2019
Q3 | $457K | Buy |
5,197
+2,900
| +126% | +$255K | ﹤0.01% | 1036 |
|
|
2019
Q2 | $210K | Sell |
2,297
-646
| -22% | -$59.1K | ﹤0.01% | 1287 |
|
|
2019
Q1 | $248K | Sell |
2,943
-615
| -17% | -$51.8K | ﹤0.01% | 1293 |
|
|
2018
Q4 | $273K | Sell |
3,558
-204
| -5% | -$15.7K | ﹤0.01% | 1213 |
|
|
2018
Q3 | $380K | Buy |
3,762
+53
| +1% | +$5.35K | ﹤0.01% | 1187 |
|
|
2018
Q2 | $453K | Buy |
+3,709
| New | +$453K | ﹤0.01% | 1044 |
|