J.P. Morgan Private Wealth Advisors’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.98M | Buy |
+16,839
| New | +$3.98M | 0.01% | 548 |
|
|
2023
Q2 | – | Sell |
-16,245
| Closed | -$3.12M | – | 1909 |
|
|
2023
Q1 | $3.12M | Buy |
16,245
+1,818
| +13% | +$349K | 0.01% | 732 |
|
|
2022
Q4 | $2.55M | Sell |
14,427
-2,201
| -13% | -$388K | 0.01% | 762 |
|
|
2022
Q3 | $2.84M | Sell |
16,628
-1,150
| -6% | -$196K | 0.01% | 725 |
|
|
2022
Q2 | $3.08M | Buy |
17,778
+2,914
| +20% | +$504K | 0.01% | 702 |
|
|
2022
Q1 | $3.19M | Buy |
14,864
+2,723
| +22% | +$584K | 0.01% | 745 |
|
|
2021
Q4 | $2.78M | Sell |
12,141
-498
| -4% | -$114K | 0.01% | 793 |
|
|
2021
Q3 | $2.53M | Buy |
12,639
+363
| +3% | +$72.7K | 0.01% | 805 |
|
|
2021
Q2 | $2.15M | Sell |
12,276
-1,258
| -9% | -$220K | 0.01% | 847 |
|
|
2021
Q1 | $2.39M | Sell |
13,534
-4,627
| -25% | -$817K | 0.01% | 707 |
|
|
2020
Q4 | $3.77M | Buy |
18,161
+1,745
| +11% | +$362K | 0.01% | 562 |
|
|
2020
Q3 | $3.04M | Buy |
16,416
+3,548
| +28% | +$657K | 0.01% | 540 |
|
|
2020
Q2 | $2.19M | Buy |
12,868
+105
| +0.8% | +$17.9K | 0.01% | 560 |
|
|
2020
Q1 | $1.78M | Sell |
12,763
-1,184
| -8% | -$165K | 0.01% | 560 |
|
|
2019
Q4 | $2.08M | Buy |
13,947
+2,005
| +17% | +$299K | 0.01% | 608 |
|
|
2019
Q3 | $1.89M | Buy |
11,942
+3,700
| +45% | +$585K | 0.01% | 600 |
|
|
2019
Q2 | $1.21M | Sell |
8,242
-184
| -2% | -$26.9K | 0.01% | 700 |
|
|
2019
Q1 | $1.12M | Sell |
8,426
-366
| -4% | -$48.7K | 0.01% | 757 |
|
|
2018
Q4 | $959K | Sell |
8,792
-4,127
| -32% | -$450K | 0.01% | 761 |
|
|
2018
Q3 | $1.56M | Sell |
12,919
-5,965
| -32% | -$719K | 0.01% | 684 |
|
|
2018
Q2 | $2.03M | Buy |
18,884
+7,932
| +72% | +$854K | 0.01% | 602 |
|
|
2018
Q1 | $1.14M | Buy |
10,952
+254
| +2% | +$26.4K | 0.01% | 617 |
|
|
2017
Q4 | $1.03M | Sell |
10,698
-65
| -0.6% | -$6.25K | 0.01% | 647 |
|
|
2017
Q3 | $895K | Buy |
10,763
+1,157
| +12% | +$96.2K | 0.01% | 662 |
|
|
2017
Q2 | $811K | Sell |
9,606
-736
| -7% | -$62.1K | 0.01% | 669 |
|
|
2017
Q1 | $839K | Buy |
10,342
+73
| +0.7% | +$5.92K | 0.01% | 688 |
|
|
2016
Q4 | $833K | Buy |
10,269
+488
| +5% | +$39.6K | 0.01% | 650 |
|
|
2016
Q3 | $795K | Sell |
9,781
-3,505
| -26% | -$285K | 0.01% | 644 |
|
|
2016
Q2 | $1.08M | Buy |
13,286
+9,159
| +222% | +$742K | 0.01% | 580 |
|
|
2016
Q1 | $330K | Buy |
+4,127
| New | +$330K | ﹤0.01% | 913 |
|
|
2015
Q4 | – | Sell |
-10,782
| Closed | -$797K | – | 1213 |
|
|
2015
Q3 | $797K | Buy |
10,782
+3,007
| +39% | +$222K | 0.01% | 520 |
|
|
2015
Q2 | $566K | Buy |
7,775
+3,657
| +89% | +$266K | 0.01% | 632 |
|
|
2015
Q1 | $294K | Sell |
4,118
-697
| -14% | -$49.8K | ﹤0.01% | 896 |
|
|
2014
Q4 | $308K | Buy |
4,815
+304
| +7% | +$19.4K | ﹤0.01% | 861 |
|
|
2014
Q3 | $274K | Buy |
+4,511
| New | +$274K | ﹤0.01% | 874 |
|