J.P. Morgan Private Wealth Advisors’s Premier PINC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,225
| Closed | -$428K | – | 1800 |
|
|
2023
Q1 | $428K | Sell |
13,225
-577
| -4% | -$18.7K | ﹤0.01% | 1533 |
|
|
2022
Q4 | $483K | Sell |
13,802
-683
| -5% | -$23.9K | ﹤0.01% | 1486 |
|
|
2022
Q3 | $492K | Sell |
14,485
-1,023
| -7% | -$34.7K | ﹤0.01% | 1462 |
|
|
2022
Q2 | $553K | Sell |
15,508
-758
| -5% | -$27K | ﹤0.01% | 1419 |
|
|
2022
Q1 | $579K | Sell |
16,266
-6,649
| -29% | -$237K | ﹤0.01% | 1475 |
|
|
2021
Q4 | $943K | Sell |
22,915
-908
| -4% | -$37.4K | ﹤0.01% | 1271 |
|
|
2021
Q3 | $923K | Sell |
23,823
-162
| -0.7% | -$6.28K | ﹤0.01% | 1251 |
|
|
2021
Q2 | $834K | Sell |
23,985
-501
| -2% | -$17.4K | ﹤0.01% | 1276 |
|
|
2021
Q1 | $829K | Sell |
24,486
-1,178
| -5% | -$39.9K | ﹤0.01% | 1127 |
|
|
2020
Q4 | $901K | Sell |
25,664
-7,121
| -22% | -$250K | ﹤0.01% | 1040 |
|
|
2020
Q3 | $1.08M | Buy |
32,785
+1,128
| +4% | +$37K | ﹤0.01% | 860 |
|
|
2020
Q2 | $1.09M | Buy |
31,657
+1,358
| +4% | +$46.5K | ﹤0.01% | 777 |
|
|
2020
Q1 | $991K | Buy |
30,299
+3,730
| +14% | +$122K | 0.01% | 718 |
|
|
2019
Q4 | $1.01M | Buy |
26,569
+122
| +0.5% | +$4.62K | ﹤0.01% | 793 |
|
|
2019
Q3 | $765K | Buy |
26,447
+8,446
| +47% | +$244K | ﹤0.01% | 851 |
|
|
2019
Q2 | $704K | Sell |
18,001
-303
| -2% | -$11.9K | ﹤0.01% | 867 |
|
|
2019
Q1 | $631K | Sell |
18,304
-276
| -1% | -$9.52K | ﹤0.01% | 941 |
|
|
2018
Q4 | $694K | Buy |
18,580
+416
| +2% | +$15.5K | ﹤0.01% | 859 |
|
|
2018
Q3 | $832K | Buy |
18,164
+1,971
| +12% | +$90.3K | ﹤0.01% | 886 |
|
|
2018
Q2 | $589K | Buy |
16,193
+8,148
| +101% | +$296K | ﹤0.01% | 955 |
|
|
2018
Q1 | $252K | Buy |
+8,045
| New | +$252K | ﹤0.01% | 1114 |
|
|
2016
Q2 | – | Sell |
-7,961
| Closed | -$266K | – | 1304 |
|
|
2016
Q1 | $266K | Buy |
7,961
+639
| +9% | +$21.4K | ﹤0.01% | 996 |
|
|
2015
Q4 | $258K | Buy |
+7,322
| New | +$258K | ﹤0.01% | 926 |
|