J.P. Morgan Private Wealth Advisors’s Philip Morris PM Stock Holding History

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$27.5M	Sell	297,296 -14,644	-5%	-$1.36M	0.08%	236
2023 Q2	$30.5M	Sell	311,940 -47,998	-13%	-$4.69M	0.16%	125
2023 Q1	$35M	Buy	359,938 +43,859	+14%	+$4.27M	0.07%	233
2022 Q4	$32M	Buy	316,079 +30,440	+11%	+$3.08M	0.07%	240
2022 Q3	$23.7M	Buy	285,639 +13,953	+5%	+$1.16M	0.06%	264
2022 Q2	$26.8M	Buy	271,686 +8,439	+3%	+$833K	0.07%	246
2022 Q1	$24.7M	Sell	263,247 -35,258	-12%	-$3.31M	0.05%	289
2021 Q4	$28.4M	Buy	298,505 +59,483	+25%	+$5.65M	0.06%	263
2021 Q3	$22.7M	Sell	239,022 -57,862	-19%	-$5.48M	0.06%	291
2021 Q2	$29.4M	Sell	296,884 -52,592	-15%	-$5.21M	0.08%	245
2021 Q1	$31M	Sell	349,476 -12,026	-3%	-$1.07M	0.1%	203
2020 Q4	$29.9M	Buy	361,502 +29,992	+9%	+$2.48M	0.1%	202
2020 Q3	$24.9M	Sell	331,510 -17,754	-5%	-$1.33M	0.1%	193
2020 Q2	$24.5M	Buy	349,264 +3,840	+1%	+$269K	0.11%	175
2020 Q1	$25.2M	Buy	345,424 +11,953	+4%	+$872K	0.14%	144
2019 Q4	$28.4M	Buy	333,471 +398	+0.1%	+$33.9K	0.13%	159
2019 Q3	$25.3M	Buy	333,073 +14,499	+5%	+$1.1M	0.13%	152
2019 Q2	$25M	Sell	318,574 -20,799	-6%	-$1.63M	0.14%	158
2019 Q1	$30M	Sell	339,373 -10,720	-3%	-$948K	0.16%	145
2018 Q4	$23.4M	Sell	350,093 -20,197	-5%	-$1.35M	0.14%	154
2018 Q3	$30.2M	Sell	370,290 -29,471	-7%	-$2.4M	0.15%	158
2018 Q2	$32.3M	Buy	399,761 +44,863	+13%	+$3.62M	0.18%	132
2018 Q1	$35.3M	Buy	354,898 +17,357	+5%	+$1.73M	0.24%	100
2017 Q4	$35.7M	Sell	337,541 -2,903	-0.9%	-$307K	0.23%	109
2017 Q3	$37.8M	Sell	340,444 -2,816	-0.8%	-$313K	0.27%	95
2017 Q2	$40.3M	Sell	343,260 -5,994	-2%	-$704K	0.31%	89
2017 Q1	$39.4M	Sell	349,254 -60	-0%	-$6.77K	0.31%	86
2016 Q4	$32M	Buy	349,314 +6,769	+2%	+$619K	0.28%	94
2016 Q3	$33.3M	Sell	342,545 -2,914	-0.8%	-$283K	0.31%	89
2016 Q2	$35.1M	Sell	345,459 -38,751	-10%	-$3.94M	0.34%	82
2016 Q1	$37.7M	Buy	384,210 +42,090	+12%	+$4.13M	0.36%	76
2015 Q4	$30.1M	Buy	342,120 +81,577	+31%	+$7.17M	0.31%	88
2015 Q3	$20.7M	Sell	260,543 -23,198	-8%	-$1.84M	0.26%	105
2015 Q2	$22.7M	Buy	283,741 +8,297	+3%	+$665K	0.26%	108
2015 Q1	$20.7M	Sell	275,444 -17,871	-6%	-$1.35M	0.24%	114
2014 Q4	$23.9M	Buy	293,315 +9,047	+3%	+$737K	0.29%	94
2014 Q3	$23.7M	Buy	284,268 +19,521	+7%	+$1.63M	0.3%	88
2014 Q2	$22.3M	Buy	264,747 +5,429	+2%	+$458K	0.38%	78
2014 Q1	$21.2M	Buy	259,318 +36,390	+16%	+$2.98M	0.39%	76
2013 Q4	$19.4M	Buy	222,928 +28,784	+15%	+$2.51M	0.39%	78
2013 Q3	$16.8M	Buy	194,144 +16,629	+9%	+$1.44M	0.38%	83
2013 Q2	$15.4M	Buy	+177,515	New	+$15.4M	0.38%	85