J.P. Morgan Private Wealth Advisors’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.19M | Buy |
+71,077
| New | +$9.19M | 0.03% | 383 |
|
|
2023
Q2 | – | Sell |
-98,656
| Closed | -$12.5M | – | 1847 |
|
|
2023
Q1 | $12.5M | Buy |
98,656
+2,012
| +2% | +$255K | 0.03% | 391 |
|
|
2022
Q4 | $9.97M | Sell |
96,644
-3,183
| -3% | -$328K | 0.02% | 421 |
|
|
2022
Q3 | $8.11M | Sell |
99,827
-171
| -0.2% | -$13.9K | 0.02% | 436 |
|
|
2022
Q2 | $9.07M | Buy |
99,998
+1,842
| +2% | +$167K | 0.02% | 426 |
|
|
2022
Q1 | $10.9M | Buy |
98,156
+10,651
| +12% | +$1.18M | 0.02% | 419 |
|
|
2021
Q4 | $12.3M | Sell |
87,505
-30,397
| -26% | -$4.26M | 0.03% | 402 |
|
|
2021
Q3 | $15.9M | Sell |
117,902
-6,273
| -5% | -$847K | 0.04% | 349 |
|
|
2021
Q2 | $17.4M | Buy |
124,175
+24,977
| +25% | +$3.51M | 0.05% | 328 |
|
|
2021
Q1 | $12.2M | Buy |
99,198
+28,169
| +40% | +$3.46M | 0.04% | 346 |
|
|
2020
Q4 | $9.26M | Buy |
71,029
+4,684
| +7% | +$611K | 0.03% | 372 |
|
|
2020
Q3 | $10.3M | Buy |
66,345
+29,923
| +82% | +$4.66M | 0.04% | 324 |
|
|
2020
Q2 | $5.1M | Buy |
36,422
+2,277
| +7% | +$319K | 0.02% | 366 |
|
|
2020
Q1 | $3.77M | Sell |
34,145
-2,492
| -7% | -$275K | 0.02% | 408 |
|
|
2019
Q4 | $4.91M | Buy |
36,637
+1,073
| +3% | +$144K | 0.02% | 424 |
|
|
2019
Q3 | $4.19M | Buy |
35,564
+321
| +0.9% | +$37.8K | 0.02% | 442 |
|
|
2019
Q2 | $4.82M | Sell |
35,243
-436
| -1% | -$59.6K | 0.03% | 393 |
|
|
2019
Q1 | $4.12M | Sell |
35,679
-2,719
| -7% | -$314K | 0.02% | 447 |
|
|
2018
Q4 | $3.82M | Buy |
38,398
+4,705
| +14% | +$468K | 0.02% | 416 |
|
|
2018
Q3 | $4.14M | Sell |
33,693
-812
| -2% | -$99.9K | 0.02% | 469 |
|
|
2018
Q2 | $3.99M | Buy |
34,505
+1,499
| +5% | +$173K | 0.02% | 450 |
|
|
2018
Q1 | $3.47M | Buy |
33,006
+6,525
| +25% | +$686K | 0.02% | 385 |
|
|
2017
Q4 | $2.98M | Buy |
26,481
+1,298
| +5% | +$146K | 0.02% | 414 |
|
|
2017
Q3 | $2.76M | Buy |
25,183
+2,714
| +12% | +$298K | 0.02% | 416 |
|
|
2017
Q2 | $2.35M | Sell |
22,469
-9,446
| -30% | -$989K | 0.02% | 427 |
|
|
2017
Q1 | $3.13M | Sell |
31,915
-800
| -2% | -$78.5K | 0.02% | 386 |
|
|
2016
Q4 | $2.83M | Buy |
32,715
+2,109
| +7% | +$182K | 0.02% | 373 |
|
|
2016
Q3 | $2.8M | Sell |
30,606
-186
| -0.6% | -$17K | 0.03% | 366 |
|
|
2016
Q2 | $2.31M | Sell |
30,792
-2,165
| -7% | -$162K | 0.02% | 411 |
|
|
2016
Q1 | $2.65M | Buy |
32,957
+732
| +2% | +$58.9K | 0.03% | 338 |
|
|
2015
Q4 | $2.55M | Buy |
32,225
+2,373
| +8% | +$188K | 0.03% | 328 |
|
|
2015
Q3 | $1.93M | Buy |
29,852
+461
| +2% | +$29.9K | 0.02% | 339 |
|
|
2015
Q2 | $2.06M | Buy |
29,391
+1,121
| +4% | +$78.7K | 0.02% | 363 |
|
|
2015
Q1 | $2.04M | Buy |
28,270
+1,143
| +4% | +$82.5K | 0.02% | 376 |
|
|
2014
Q4 | $1.89M | Buy |
27,127
+3,381
| +14% | +$235K | 0.02% | 390 |
|
|
2014
Q3 | $1.71M | Buy |
23,746
+6,083
| +34% | +$439K | 0.02% | 404 |
|
|
2014
Q2 | $1.36M | Sell |
17,663
-3,756
| -18% | -$289K | 0.02% | 350 |
|
|
2014
Q1 | $1.74M | Buy |
21,419
+16,839
| +368% | +$1.37M | 0.03% | 308 |
|
|
2013
Q4 | $399K | Buy |
+4,580
| New | +$399K | 0.01% | 490 |
|
|
2013
Q3 | – | Sell |
-2,882
| Closed | -$210K | – | 659 |
|
|
2013
Q2 | $210K | Buy |
+2,882
| New | +$210K | 0.01% | 563 |
|