JPMPWA
J.P. Morgan Private Wealth Advisors’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $69.4M | Buy |
1,509,335
+95,316
| +7% | +$4.38M | 0.2% | 119 |
|
|
2023
Q2 | $61M | Sell |
1,414,019
-175,854
| -11% | -$7.59M | 0.32% | 73 |
|
|
2023
Q1 | $50.4M | Sell |
1,589,873
-162,445
| -9% | -$5.15M | 0.11% | 192 |
|
|
2022
Q4 | $43.3M | Sell |
1,752,318
-312,969
| -15% | -$7.74M | 0.1% | 196 |
|
|
2022
Q3 | $54.7M | Buy |
2,065,287
+70,659
| +4% | +$1.87M | 0.14% | 156 |
|
|
2022
Q2 | $40.8M | Buy |
1,994,628
+633,993
| +47% | +$13M | 0.1% | 197 |
|
|
2022
Q1 | $48.5M | Sell |
1,360,635
-1,214,706
| -47% | -$43.3M | 0.11% | 196 |
|
|
2021
Q4 | $108M | Buy |
2,575,341
+214,428
| +9% | +$8.99M | 0.23% | 99 |
|
|
2021
Q3 | $106M | Buy |
2,360,913
+1,480,935
| +168% | +$66.3M | 0.26% | 92 |
|
|
2021
Q2 | $44.1M | Buy |
879,978
+189,423
| +27% | +$9.49M | 0.11% | 191 |
|
|
2021
Q1 | $37.6M | Sell |
690,555
-434,363
| -39% | -$23.7M | 0.12% | 176 |
|
|
2020
Q4 | $57.4M | Sell |
1,124,918
-32,191
| -3% | -$1.64M | 0.19% | 128 |
|
|
2020
Q3 | $42.2M | Sell |
1,157,109
-20,963
| -2% | -$765K | 0.16% | 131 |
|
|
2020
Q2 | $36.6M | Buy |
1,178,072
+992,381
| +534% | +$30.8M | 0.17% | 134 |
|
|
2020
Q1 | $5.18M | Buy |
185,691
+61,726
| +50% | +$1.72M | 0.03% | 350 |
|
|
2019
Q4 | $3.69M | Buy |
123,965
+106,758
| +620% | +$3.18M | 0.02% | 488 |
|
|
2019
Q3 | $524K | Buy |
17,207
+7,785
| +83% | +$237K | ﹤0.01% | 986 |
|
|
2019
Q2 | $437K | Buy |
+9,422
| New | +$437K | ﹤0.01% | 1034 |
|