JPMPWA
J.P. Morgan Private Wealth Advisors’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $84M | Buy |
+756,571
| New | +$84M | 0.24% | 98 |
|
|
2023
Q2 | – | Sell |
-1,039,812
| Closed | -$133M | – | 1818 |
|
|
2023
Q1 | $133M | Sell |
1,039,812
-107,420
| -9% | -$13.7M | 0.28% | 85 |
|
|
2022
Q4 | $126M | Sell |
1,147,232
-343,123
| -23% | -$37.7M | 0.28% | 86 |
|
|
2022
Q3 | $168M | Buy |
1,490,355
+25,513
| +2% | +$2.88M | 0.44% | 60 |
|
|
2022
Q2 | $187M | Buy |
1,464,842
+106,079
| +8% | +$13.6M | 0.48% | 54 |
|
|
2022
Q1 | $208M | Buy |
1,358,763
+286,999
| +27% | +$43.9M | 0.45% | 56 |
|
|
2021
Q4 | $196M | Buy |
1,071,764
+102,683
| +11% | +$18.8M | 0.42% | 59 |
|
|
2021
Q3 | $125M | Sell |
969,081
-13,692
| -1% | -$1.77M | 0.31% | 78 |
|
|
2021
Q2 | $140M | Sell |
982,773
-271,769
| -22% | -$38.8M | 0.36% | 66 |
|
|
2021
Q1 | $166M | Sell |
1,254,542
-67,172
| -5% | -$8.91M | 0.54% | 43 |
|
|
2020
Q4 | $201M | Buy |
1,321,714
+140,624
| +12% | +$21.4M | 0.65% | 28 |
|
|
2020
Q3 | $139M | Buy |
1,181,090
+214,348
| +22% | +$25.2M | 0.54% | 46 |
|
|
2020
Q2 | $88.2M | Buy |
966,742
+194,613
| +25% | +$17.8M | 0.4% | 67 |
|
|
2020
Q1 | $52.2M | Sell |
772,129
-11,980
| -2% | -$810K | 0.3% | 90 |
|
|
2019
Q4 | $69.2M | Buy |
784,109
+129,974
| +20% | +$11.5M | 0.31% | 85 |
|
|
2019
Q3 | $49.9M | Buy |
654,135
+27,146
| +4% | +$2.07M | 0.26% | 101 |
|
|
2019
Q2 | $47.7M | Sell |
626,989
-63,494
| -9% | -$4.83M | 0.26% | 100 |
|
|
2019
Q1 | $39.4M | Buy |
690,483
+36,365
| +6% | +$2.07M | 0.21% | 119 |
|
|
2018
Q4 | $37.2M | Buy |
654,118
+29,627
| +5% | +$1.69M | 0.23% | 109 |
|
|
2018
Q3 | $45M | Sell |
624,491
-12,562
| -2% | -$905K | 0.22% | 108 |
|
|
2018
Q2 | $35.8M | Buy |
637,053
+2,143
| +0.3% | +$120K | 0.2% | 122 |
|
|
2018
Q1 | $35.2M | Buy |
634,910
+40,604
| +7% | +$2.25M | 0.24% | 103 |
|
|
2017
Q4 | $38M | Sell |
594,306
-61,176
| -9% | -$3.92M | 0.25% | 99 |
|
|
2017
Q3 | $34M | Buy |
655,482
+47,856
| +8% | +$2.48M | 0.24% | 107 |
|
|
2017
Q2 | $33.6M | Sell |
607,626
-29,208
| -5% | -$1.61M | 0.25% | 99 |
|
|
2017
Q1 | $36.5M | Buy |
636,834
+69,121
| +12% | +$3.96M | 0.28% | 93 |
|
|
2016
Q4 | $37M | Sell |
567,713
-67,193
| -11% | -$4.38M | 0.32% | 82 |
|
|
2016
Q3 | $43.5M | Sell |
634,906
-22,722
| -3% | -$1.56M | 0.41% | 68 |
|
|
2016
Q2 | $35.2M | Sell |
657,628
-186,987
| -22% | -$10M | 0.34% | 81 |
|
|
2016
Q1 | $43.2M | Buy |
844,615
+27,934
| +3% | +$1.43M | 0.41% | 61 |
|
|
2015
Q4 | $40.8M | Buy |
816,681
+38,097
| +5% | +$1.9M | 0.42% | 68 |
|
|
2015
Q3 | $41.8M | Sell |
778,584
-29,398
| -4% | -$1.58M | 0.53% | 53 |
|
|
2015
Q2 | $50.6M | Sell |
807,982
-44,666
| -5% | -$2.8M | 0.58% | 45 |
|
|
2015
Q1 | $59.1M | Sell |
852,648
-48,244
| -5% | -$3.35M | 0.67% | 36 |
|
|
2014
Q4 | $67M | Buy |
900,892
+30,613
| +4% | +$2.28M | 0.8% | 30 |
|
|
2014
Q3 | $65.1M | Buy |
870,279
+65,183
| +8% | +$4.87M | 0.84% | 27 |
|
|
2014
Q2 | $63.8M | Buy |
805,096
+13,429
| +2% | +$1.06M | 1.08% | 20 |
|
|
2014
Q1 | $62.4M | Buy |
791,667
+81,036
| +11% | +$6.39M | 1.14% | 19 |
|
|
2013
Q4 | $52.8M | Buy |
710,631
+32,807
| +5% | +$2.44M | 1.06% | 20 |
|
|
2013
Q3 | $45.6M | Buy |
677,824
+48,585
| +8% | +$3.27M | 1.03% | 22 |
|
|
2013
Q2 | $38.4M | Buy |
+629,239
| New | +$38.4M | 0.95% | 26 |
|