J.P. Morgan Private Wealth Advisors’s Atlassian TEAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $79.9M | Sell |
396,285
-6,742
| -2% | -$1.36M | 0.23% | 102 |
|
|
2023
Q2 | $67.6M | Sell |
403,027
-10,505
| -3% | -$1.76M | 0.35% | 69 |
|
|
2023
Q1 | $70.8M | Buy |
413,532
+13,865
| +3% | +$2.37M | 0.15% | 145 |
|
|
2022
Q4 | $51.4M | Buy |
+399,667
| New | +$51.4M | 0.11% | 179 |
|
|
2022
Q3 | – | Sell |
-29,910
| Closed | -$5.61M | – | 1980 |
|
|
2022
Q2 | $5.61M | Buy |
29,910
+1,924
| +7% | +$361K | 0.01% | 543 |
|
|
2022
Q1 | $8.22M | Buy |
27,986
+1,361
| +5% | +$400K | 0.02% | 494 |
|
|
2021
Q4 | $10.2M | Sell |
26,625
-1,761
| -6% | -$671K | 0.02% | 431 |
|
|
2021
Q3 | $11.1M | Buy |
28,386
+16,980
| +149% | +$6.65M | 0.03% | 404 |
|
|
2021
Q2 | $2.93M | Buy |
11,406
+803
| +8% | +$206K | 0.01% | 733 |
|
|
2021
Q1 | $2.24M | Sell |
10,603
-25,540
| -71% | -$5.38M | 0.01% | 731 |
|
|
2020
Q4 | $8.45M | Buy |
36,143
+26,361
| +269% | +$6.17M | 0.03% | 387 |
|
|
2020
Q3 | $1.78M | Buy |
9,782
+3,609
| +58% | +$656K | 0.01% | 682 |
|
|
2020
Q2 | $1.11M | Buy |
6,173
+2,106
| +52% | +$380K | 0.01% | 770 |
|
|
2020
Q1 | $558K | Buy |
+4,067
| New | +$558K | ﹤0.01% | 898 |
|
|
2019
Q4 | – | Sell |
-1,672
| Closed | -$210K | – | 1507 |
|
|
2019
Q3 | $210K | Buy |
+1,672
| New | +$210K | ﹤0.01% | 1332 |
|
|
2019
Q2 | – | Sell |
-134,840
| Closed | -$15.2M | – | 1453 |
|
|
2019
Q1 | $15.2M | Buy |
134,840
+202
| +0.2% | +$22.7K | 0.08% | 227 |
|
|
2018
Q4 | $12M | Sell |
134,638
-5,126
| -4% | -$456K | 0.07% | 236 |
|
|
2018
Q3 | $13.4M | Sell |
139,764
-53
| -0% | -$5.1K | 0.07% | 254 |
|
|
2018
Q2 | $8.74M | Buy |
139,817
+4,999
| +4% | +$313K | 0.05% | 295 |
|
|
2018
Q1 | $7.27M | Hold |
134,818
| – | – | 0.05% | 272 |
|
|
2017
Q4 | $6.14M | Buy |
134,818
+109
| +0.1% | +$4.96K | 0.04% | 302 |
|
|
2017
Q3 | $4.74M | Buy |
134,709
+62
| +0% | +$2.18K | 0.03% | 323 |
|
|
2017
Q2 | $4.74M | Buy |
134,647
+691
| +0.5% | +$24.3K | 0.04% | 303 |
|
|
2017
Q1 | $4.01M | Sell |
133,956
-70,208
| -34% | -$2.1M | 0.03% | 339 |
|
|
2016
Q4 | $4.92M | Buy |
204,164
+11,749
| +6% | +$283K | 0.04% | 283 |
|
|
2016
Q3 | $5.77M | Sell |
192,415
-63,762
| -25% | -$1.91M | 0.05% | 263 |
|
|
2016
Q2 | $6.64M | Buy |
+256,177
| New | +$6.64M | 0.06% | 231 |
|