JPMPWA
J.P. Morgan Private Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $69.9M | Buy |
+2,155,746
| New | +$69.9M | 0.2% | 117 |
|
|
2023
Q2 | – | Sell |
-3,684,311
| Closed | -$143M | – | 1912 |
|
|
2023
Q1 | $143M | Buy |
3,684,311
+482,994
| +15% | +$18.8M | 0.3% | 79 |
|
|
2022
Q4 | $126M | Sell |
3,201,317
-57,011
| -2% | -$2.25M | 0.28% | 85 |
|
|
2022
Q3 | $124M | Buy |
3,258,328
+452,952
| +16% | +$17.2M | 0.32% | 77 |
|
|
2022
Q2 | $142M | Buy |
2,805,376
+401,057
| +17% | +$20.4M | 0.36% | 74 |
|
|
2022
Q1 | $122M | Buy |
2,404,319
+1,021,809
| +74% | +$52.1M | 0.27% | 91 |
|
|
2021
Q4 | $71.8M | Sell |
1,382,510
-169,898
| -11% | -$8.83M | 0.15% | 151 |
|
|
2021
Q3 | $83.8M | Sell |
1,552,408
-45,424
| -3% | -$2.45M | 0.21% | 119 |
|
|
2021
Q2 | $89.5M | Sell |
1,597,832
-1,012
| -0.1% | -$56.7K | 0.23% | 105 |
|
|
2021
Q1 | $93M | Sell |
1,598,844
-579,559
| -27% | -$33.7M | 0.3% | 78 |
|
|
2020
Q4 | $128M | Buy |
2,178,403
+53,688
| +3% | +$3.15M | 0.41% | 60 |
|
|
2020
Q3 | $126M | Sell |
2,124,715
-28,367
| -1% | -$1.69M | 0.49% | 53 |
|
|
2020
Q2 | $119M | Buy |
2,153,082
+282,026
| +15% | +$15.5M | 0.54% | 44 |
|
|
2020
Q1 | $101M | Buy |
1,871,056
+88,435
| +5% | +$4.75M | 0.57% | 42 |
|
|
2019
Q4 | $109M | Buy |
1,782,621
+118,671
| +7% | +$7.29M | 0.5% | 48 |
|
|
2019
Q3 | $100M | Buy |
1,663,950
+55,667
| +3% | +$3.36M | 0.52% | 49 |
|
|
2019
Q2 | $91.9M | Sell |
1,608,283
-40,235
| -2% | -$2.3M | 0.5% | 46 |
|
|
2019
Q1 | $97.5M | Buy |
1,648,518
+149,249
| +10% | +$8.83M | 0.51% | 48 |
|
|
2018
Q4 | $84.3M | Sell |
1,499,269
-404,189
| -21% | -$22.7M | 0.51% | 46 |
|
|
2018
Q3 | $102M | Buy |
1,903,458
+11,597
| +0.6% | +$619K | 0.5% | 47 |
|
|
2018
Q2 | $95.2M | Buy |
1,891,861
+212,247
| +13% | +$10.7M | 0.53% | 42 |
|
|
2018
Q1 | $80.3M | Buy |
1,679,614
+244,770
| +17% | +$11.7M | 0.54% | 43 |
|
|
2017
Q4 | $75.9M | Buy |
1,434,844
+179,908
| +14% | +$9.52M | 0.5% | 52 |
|
|
2017
Q3 | $62.1M | Sell |
1,254,936
-25,132
| -2% | -$1.24M | 0.45% | 61 |
|
|
2017
Q2 | $57.2M | Sell |
1,280,068
-427,972
| -25% | -$19.1M | 0.43% | 61 |
|
|
2017
Q1 | $83.3M | Buy |
1,708,040
+298,052
| +21% | +$14.5M | 0.64% | 40 |
|
|
2016
Q4 | $75.3M | Buy |
1,409,988
+78,619
| +6% | +$4.2M | 0.65% | 42 |
|
|
2016
Q3 | $69.2M | Sell |
1,331,369
-57,158
| -4% | -$2.97M | 0.64% | 43 |
|
|
2016
Q2 | $77.5M | Sell |
1,388,527
-807,562
| -37% | -$45.1M | 0.75% | 33 |
|
|
2016
Q1 | $119M | Buy |
2,196,089
+75,876
| +4% | +$4.1M | 1.14% | 15 |
|
|
2015
Q4 | $98M | Buy |
2,120,213
+489,554
| +30% | +$22.6M | 1.01% | 19 |
|
|
2015
Q3 | $71M | Sell |
1,630,659
-43,474
| -3% | -$1.89M | 0.89% | 25 |
|
|
2015
Q2 | $78M | Sell |
1,674,133
-368,140
| -18% | -$17.2M | 0.9% | 26 |
|
|
2015
Q1 | $99.3M | Buy |
2,042,273
+138,902
| +7% | +$6.75M | 1.13% | 13 |
|
|
2014
Q4 | $89M | Buy |
1,903,371
+386,436
| +25% | +$18.1M | 1.06% | 16 |
|
|
2014
Q3 | $75.8M | Buy |
1,516,935
+494,974
| +48% | +$24.7M | 0.98% | 21 |
|
|
2014
Q2 | $50M | Buy |
1,021,961
+52,915
| +5% | +$2.59M | 0.84% | 30 |
|
|
2014
Q1 | $46.1M | Buy |
969,046
+86,296
| +10% | +$4.11M | 0.84% | 25 |
|
|
2013
Q4 | $43.4M | Buy |
882,750
+37,931
| +4% | +$1.86M | 0.87% | 27 |
|
|
2013
Q3 | $39.4M | Buy |
844,819
+50,453
| +6% | +$2.35M | 0.89% | 27 |
|
|
2013
Q2 | $40M | Buy |
+794,366
| New | +$40M | 0.99% | 24 |
|