JP Morgan Private Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.45B | Buy |
+8,488,091
| New | +$1.56B | 4.15% | 1 |
|
|
2023
Q2 | – | Sell |
-11,140,315
| Closed | -$1.84B | – | 1466 |
|
|
2023
Q1 | $1.84B | Sell |
11,140,315
-209,074
| -2% | -$30.8M | 3.9% | 3 |
|
|
2022
Q4 | $1.47B | Buy |
11,349,389
+160,280
| +1% | +$22.9M | 3.29% | 3 |
|
|
2022
Q3 | $1.55B | Buy |
11,189,109
+294,231
| +3% | +$46.2M | 4.04% | 2 |
|
|
2022
Q2 | $1.49B | Buy |
10,894,878
+45,660
| +0.4% | +$6.91M | 3.81% | 2 |
|
|
2022
Q1 | $1.89B | Buy |
10,849,218
+279,691
| +3% | +$47M | 4.1% | 2 |
|
|
2021
Q4 | $1.88B | Buy |
10,569,527
+148,101
| +1% | +$23.4M | 4.04% | 2 |
|
|
2021
Q3 | $1.47B | Buy |
10,421,426
+368,293
| +4% | +$54.2M | 3.61% | 2 |
|
|
2021
Q2 | $1.38B | Buy |
10,053,133
+755,449
| +8% | +$97.9M | 3.56% | 2 |
|
|
2021
Q1 | $1.14B | Sell |
9,297,684
-1,530,835
| -14% | -$196M | 3.68% | 2 |
|
|
2020
Q4 | $1.44B | Buy |
10,828,519
+28,502
| +0.3% | +$3.43M | 4.66% | 1 |
|
|
2020
Q3 | $1.25B | Sell |
10,800,017
-165,719
| -2% | -$18.1M | 4.88% | 1 |
|
|
2020
Q2 | $1B | Sell |
10,965,736
-54,560
| -0.5% | -$4.23M | 4.56% | 1 |
|
|
2020
Q1 | $701M | Buy |
11,020,296
+43,940
| +0.4% | +$3.23M | 3.97% | 2 |
|
|
2019
Q4 | $806M | Buy |
10,976,356
+776,320
| +8% | +$49.9M | 3.66% | 2 |
|
|
2019
Q3 | $571M | Buy |
10,200,036
+146,364
| +1% | +$7.65M | 2.98% | 2 |
|
|
2019
Q2 | $497M | Sell |
10,053,672
-996,808
| -9% | -$48.6M | 2.73% | 2 |
|
|
2019
Q1 | $525M | Buy |
11,050,480
+464,660
| +4% | +$19.7M | 2.74% | 2 |
|
|
2018
Q4 | $417M | Buy |
10,585,820
+313,616
| +3% | +$15.2M | 2.54% | 2 |
|
|
2018
Q3 | $580M | Buy |
10,272,204
+197,228
| +2% | +$10.3M | 2.83% | 2 |
|
|
2018
Q2 | $466M | Buy |
10,074,976
+104,852
| +1% | +$4.76M | 2.61% | 2 |
|
|
2018
Q1 | $418M | Buy |
9,970,124
+324,700
| +3% | +$14M | 2.83% | 2 |
|
|
2017
Q4 | $408M | Sell |
9,645,424
-44,100
| -0.5% | -$1.84M | 2.69% | 2 |
|
|
2017
Q3 | $373M | Buy |
9,689,524
+108,060
| +1% | +$4.19M | 2.69% | 2 |
|
|
2017
Q2 | $345M | Buy |
9,581,464
+89,400
| +0.9% | +$3.31M | 2.62% | 2 |
|
|
2017
Q1 | $341M | Sell |
9,492,064
-372,932
| -4% | -$12.3M | 2.64% | 2 |
|
|
2016
Q4 | $286M | Buy |
9,864,996
+70,480
| +0.7% | +$2M | 2.48% | 2 |
|
|
2016
Q3 | $277M | Sell |
9,794,516
-138,836
| -1% | -$3.67M | 2.58% | 2 |
|
|
2016
Q2 | $237M | Sell |
9,933,352
-8,832,048
| -47% | -$219M | 2.31% | 2 |
|
|
2016
Q1 | $511M | Buy |
18,765,400
+5,844,000
| +45% | +$146M | 4.89% | 1 |
|
|
2015
Q4 | $340M | Sell |
12,921,400
-962,976
| -7% | -$27.5M | 3.49% | 2 |
|
|
2015
Q3 | $383M | Buy |
13,884,376
+2,164,560
| +18% | +$63.5M | 4.81% | 1 |
|
|
2015
Q2 | $367M | Buy |
11,719,816
+52,124
| +0.4% | +$1.67M | 4.22% | 1 |
|
|
2015
Q1 | $363M | Buy |
11,667,692
+175,708
| +2% | +$5.31M | 4.14% | 1 |
|
|
2014
Q4 | $317M | Buy |
11,491,984
+104,492
| +0.9% | +$2.84M | 3.79% | 1 |
|
|
2014
Q3 | $287M | Buy |
11,387,492
+4,865,240
| +75% | +$119M | 3.69% | 1 |
|
|
2014
Q2 | $152M | Sell |
6,522,252
-142,504
| -2% | -$3.03M | 2.56% | 2 |
|
|
2014
Q1 | $128M | Buy |
6,664,756
+305,564
| +5% | +$5.81M | 2.33% | 3 |
|
|
2013
Q4 | $127M | Buy |
6,359,192
+567,476
| +10% | +$10.7M | 2.56% | 3 |
|
|
2013
Q3 | $98.6M | Buy |
5,791,716
+184,772
| +3% | +$3.06M | 2.24% | 3 |
|
|
2013
Q2 | $79.4M | Buy |
+5,606,944
| New | +$86.3M | 1.96% | 4 |
|
Other funds holding AAPL
JP Morgan Private Wealth Advisors's AAPL Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Apple (AAPL) in Q3 2023: 8,488,091 shares worth $1.45B. The stake represents 4.15% of the portfolio and ranks #1 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in AAPL as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in AAPL in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.89B in Q1 2022. 4,607 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.
- JP Morgan Private Wealth Advisors held 8,488,091 shares of Apple worth $1.45B as of Q3 2023.
- Apple was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Apple made up 4.15% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1 holding.
- JP Morgan Private Wealth Advisors first reported a position in Apple in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Apple position peaked at $1.89B in Q1 2022.
- 4,607 funds tracked by Wall St. Rank held Apple as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.