JPMPWA
J.P. Morgan Private Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $54.9M | Buy |
+1,343,469
| New | +$54.9M | 0.16% | 148 |
|
|
2023
Q2 | – | Sell |
-1,771,453
| Closed | -$66.2M | – | 1920 |
|
|
2023
Q1 | $66.2M | Buy |
1,771,453
+244,853
| +16% | +$9.15M | 0.14% | 159 |
|
|
2022
Q4 | $63M | Sell |
1,526,600
-307,282
| -17% | -$12.7M | 0.14% | 148 |
|
|
2022
Q3 | $73.8M | Sell |
1,833,882
-49,532
| -3% | -$1.99M | 0.19% | 122 |
|
|
2022
Q2 | $73.8M | Buy |
1,883,414
+52,768
| +3% | +$2.07M | 0.19% | 126 |
|
|
2022
Q1 | $88.7M | Buy |
1,830,646
+443,039
| +32% | +$21.5M | 0.19% | 124 |
|
|
2021
Q4 | $66.6M | Buy |
1,387,607
+21,970
| +2% | +$1.05M | 0.14% | 159 |
|
|
2021
Q3 | $63.4M | Buy |
1,365,637
+345,555
| +34% | +$16M | 0.16% | 155 |
|
|
2021
Q2 | $46.2M | Buy |
1,020,082
+662,184
| +185% | +$30M | 0.12% | 184 |
|
|
2021
Q1 | $14M | Sell |
357,898
-23,452
| -6% | -$916K | 0.05% | 330 |
|
|
2020
Q4 | $11.5M | Buy |
381,350
+45,091
| +13% | +$1.36M | 0.04% | 343 |
|
|
2020
Q3 | $7.91M | Sell |
336,259
-201,103
| -37% | -$4.73M | 0.03% | 360 |
|
|
2020
Q2 | $13.8M | Sell |
537,362
-114,270
| -18% | -$2.93M | 0.06% | 244 |
|
|
2020
Q1 | $18.7M | Sell |
651,632
-176,480
| -21% | -$5.07M | 0.11% | 178 |
|
|
2019
Q4 | $44.6M | Buy |
828,112
+82,565
| +11% | +$4.44M | 0.2% | 118 |
|
|
2019
Q3 | $37.6M | Buy |
745,547
+56,948
| +8% | +$2.87M | 0.2% | 121 |
|
|
2019
Q2 | $32.6M | Sell |
688,599
-28,413
| -4% | -$1.34M | 0.18% | 131 |
|
|
2019
Q1 | $34.6M | Buy |
717,012
+16,246
| +2% | +$785K | 0.18% | 128 |
|
|
2018
Q4 | $32.3M | Sell |
700,766
-70,846
| -9% | -$3.26M | 0.2% | 121 |
|
|
2018
Q3 | $40.6M | Buy |
771,612
+2,175
| +0.3% | +$114K | 0.2% | 121 |
|
|
2018
Q2 | $42.7M | Sell |
769,437
-40,672
| -5% | -$2.25M | 0.24% | 99 |
|
|
2018
Q1 | $42.5M | Sell |
810,109
-47,110
| -5% | -$2.47M | 0.29% | 82 |
|
|
2017
Q4 | $52M | Sell |
857,219
-15,668
| -2% | -$951K | 0.34% | 77 |
|
|
2017
Q3 | $48.1M | Sell |
872,887
-32,650
| -4% | -$1.8M | 0.35% | 76 |
|
|
2017
Q2 | $50.2M | Sell |
905,537
-140,435
| -13% | -$7.78M | 0.38% | 71 |
|
|
2017
Q1 | $58.2M | Sell |
1,045,972
-9,673
| -0.9% | -$538K | 0.45% | 58 |
|
|
2016
Q4 | $58.2M | Sell |
1,055,645
-372,776
| -26% | -$20.5M | 0.51% | 56 |
|
|
2016
Q3 | $63.3M | Sell |
1,428,421
-432,394
| -23% | -$19.1M | 0.59% | 48 |
|
|
2016
Q2 | $88.1M | Sell |
1,860,815
-35,843
| -2% | -$1.7M | 0.86% | 24 |
|
|
2016
Q1 | $91.7M | Sell |
1,896,658
-292,412
| -13% | -$14.1M | 0.88% | 22 |
|
|
2015
Q4 | $119M | Buy |
2,189,070
+662,956
| +43% | +$36M | 1.22% | 12 |
|
|
2015
Q3 | $78.4M | Sell |
1,526,114
-78,348
| -5% | -$4.02M | 0.98% | 19 |
|
|
2015
Q2 | $90.2M | Buy |
1,604,462
+121,233
| +8% | +$6.82M | 1.04% | 18 |
|
|
2015
Q1 | $80.7M | Buy |
1,483,229
+59,059
| +4% | +$3.21M | 0.92% | 24 |
|
|
2014
Q4 | $78.1M | Buy |
1,424,170
+14,290
| +1% | +$783K | 0.93% | 22 |
|
|
2014
Q3 | $73.1M | Buy |
1,409,880
+95,870
| +7% | +$4.97M | 0.94% | 23 |
|
|
2014
Q2 | $69.1M | Buy |
1,314,010
+33,847
| +3% | +$1.78M | 1.17% | 15 |
|
|
2014
Q1 | $63.7M | Buy |
1,280,163
+155,713
| +14% | +$7.75M | 1.16% | 18 |
|
|
2013
Q4 | $51.1M | Buy |
1,124,450
+72,372
| +7% | +$3.29M | 1.03% | 21 |
|
|
2013
Q3 | $43.5M | Buy |
1,052,078
+19,051
| +2% | +$787K | 0.99% | 23 |
|
|
2013
Q2 | $42.6M | Buy |
+1,033,027
| New | +$42.6M | 1.05% | 21 |
|