J.P. Morgan Private Wealth Advisors’s PJT Partners PJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $815K | Buy |
10,263
+267
| +3% | +$21.2K | ﹤0.01% | 1054 |
|
|
2023
Q2 | $696K | Sell |
9,996
-574
| -5% | -$40K | ﹤0.01% | 894 |
|
|
2023
Q1 | $763K | Buy |
10,570
+24
| +0.2% | +$1.73K | ﹤0.01% | 1292 |
|
|
2022
Q4 | $777K | Sell |
10,546
-238
| -2% | -$17.5K | ﹤0.01% | 1271 |
|
|
2022
Q3 | $721K | Sell |
10,784
-7
| -0.1% | -$468 | ﹤0.01% | 1300 |
|
|
2022
Q2 | $758K | Buy |
10,791
+22
| +0.2% | +$1.55K | ﹤0.01% | 1270 |
|
|
2022
Q1 | $680K | Buy |
10,769
+114
| +1% | +$7.2K | ﹤0.01% | 1388 |
|
|
2021
Q4 | $789K | Buy |
10,655
+546
| +5% | +$40.4K | ﹤0.01% | 1365 |
|
|
2021
Q3 | $800K | Buy |
10,109
+331
| +3% | +$26.2K | ﹤0.01% | 1307 |
|
|
2021
Q2 | $698K | Buy |
9,778
+421
| +4% | +$30.1K | ﹤0.01% | 1354 |
|
|
2021
Q1 | $633K | Sell |
9,357
-310
| -3% | -$21K | ﹤0.01% | 1233 |
|
|
2020
Q4 | $727K | Buy |
9,667
+5
| +0.1% | +$376 | ﹤0.01% | 1131 |
|
|
2020
Q3 | $586K | Buy |
9,662
+7
| +0.1% | +$425 | ﹤0.01% | 1089 |
|
|
2020
Q2 | $496K | Buy |
9,655
+10
| +0.1% | +$514 | ﹤0.01% | 1100 |
|
|
2020
Q1 | $418K | Sell |
9,645
-17
| -0.2% | -$737 | ﹤0.01% | 999 |
|
|
2019
Q4 | $436K | Buy |
9,662
+66
| +0.7% | +$2.98K | ﹤0.01% | 1100 |
|
|
2019
Q3 | $391K | Sell |
9,596
-170
| -2% | -$6.93K | ﹤0.01% | 1087 |
|
|
2019
Q2 | $396K | Sell |
9,766
-10,042
| -51% | -$407K | ﹤0.01% | 1061 |
|
|
2019
Q1 | $828K | Buy |
19,808
+335
| +2% | +$14K | ﹤0.01% | 854 |
|
|
2018
Q4 | $755K | Sell |
19,473
-15,755
| -45% | -$611K | ﹤0.01% | 842 |
|
|
2018
Q3 | $1.84M | Buy |
35,228
+24,466
| +227% | +$1.28M | 0.01% | 646 |
|
|
2018
Q2 | $574K | Buy |
10,762
+389
| +4% | +$20.7K | ﹤0.01% | 963 |
|
|
2018
Q1 | $520K | Buy |
+10,373
| New | +$520K | ﹤0.01% | 856 |
|
|
2017
Q2 | – | Sell |
-25,405
| Closed | -$891K | – | 1328 |
|
|
2017
Q1 | $891K | Sell |
25,405
-8
| -0% | -$281 | 0.01% | 665 |
|
|
2016
Q4 | $785K | Buy |
25,413
+221
| +0.9% | +$6.83K | 0.01% | 667 |
|
|
2016
Q3 | $687K | Sell |
25,192
-274
| -1% | -$7.47K | 0.01% | 685 |
|
|
2016
Q2 | $586K | Buy |
25,466
+298
| +1% | +$6.86K | 0.01% | 736 |
|
|
2016
Q1 | $605K | Buy |
+25,168
| New | +$605K | 0.01% | 686 |
|