JP Morgan Private Wealth Advisors’s Abbott ABT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$159M Sell
1,644,689
-155,227
-9% -$16.3M 0.46% 54
2023
Q2
$196M Sell
1,799,916
-451,979
-20% -$48.2M 1.02% 20
2023
Q1
$228M Buy
2,251,895
+240,889
+12% +$25.4M 0.48% 47
2022
Q4
$221M Sell
2,011,006
-92,838
-4% -$9.61M 0.49% 51
2022
Q3
$204M Buy
2,103,844
+200,586
+11% +$21.4M 0.53% 47
2022
Q2
$207M Buy
1,903,258
+594,315
+45% +$67.5M 0.53% 47
2022
Q1
$155M Buy
1,308,943
+51,200
+4% +$6.35M 0.34% 74
2021
Q4
$177M Buy
1,257,743
+78,998
+7% +$10.1M 0.38% 66
2021
Q3
$139M Sell
1,178,745
-33,517
-3% -$4.12M 0.34% 70
2021
Q2
$141M Buy
1,212,262
+38,092
+3% +$4.44M 0.36% 65
2021
Q1
$141M Sell
1,174,170
-60,293
-5% -$7.14M 0.46% 54
2020
Q4
$135M Buy
1,234,463
+11,223
+0.9% +$1.22M 0.44% 56
2020
Q3
$133M Buy
1,223,240
+98,772
+9% +$10M 0.52% 49
2020
Q2
$103M Buy
1,124,468
+44,928
+4% +$4.06M 0.47% 56
2020
Q1
$85.2M Buy
1,079,540
+101,243
+10% +$8.45M 0.48% 50
2019
Q4
$85M Buy
978,297
+97,081
+11% +$8.13M 0.39% 71
2019
Q3
$73.7M Buy
881,216
+38,263
+5% +$3.25M 0.38% 68
2019
Q2
$70.9M Sell
842,953
-26,822
-3% -$2.11M 0.39% 63
2019
Q1
$69.5M Buy
869,775
+44,835
+5% +$3.34M 0.36% 69
2018
Q4
$59.7M Sell
824,940
-10,679
-1% -$751K 0.36% 69
2018
Q3
$61.3M Buy
835,619
+586
+0.1% +$38.5K 0.3% 85
2018
Q2
$50.9M Sell
835,033
-13,036
-2% -$790K 0.29% 82
2018
Q1
$50.8M Buy
848,069
+27,717
+3% +$1.67M 0.34% 69
2017
Q4
$46.8M Buy
820,352
+36,341
+5% +$2.01M 0.31% 84
2017
Q3
$41.8M Buy
784,011
+29,766
+4% +$1.49M 0.3% 87
2017
Q2
$36.7M Sell
754,245
-49,615
-6% -$2.25M 0.28% 94
2017
Q1
$35.7M Buy
803,860
+36,545
+5% +$1.58M 0.28% 94
2016
Q4
$29.5M Sell
767,315
-5,623
-0.7% -$223K 0.26% 98
2016
Q3
$32.7M Sell
772,938
-11,597
-1% -$497K 0.3% 91
2016
Q2
$30.8M Sell
784,535
-164,440
-17% -$6.55M 0.3% 90
2016
Q1
$39.7M Buy
948,975
+88,798
+10% +$3.52M 0.38% 71
2015
Q4
$38.6M Buy
860,177
+56,772
+7% +$2.51M 0.4% 75
2015
Q3
$32.3M Sell
803,405
-46,776
-6% -$2.21M 0.41% 73
2015
Q2
$41.7M Buy
850,181
+38,245
+5% +$1.84M 0.48% 61
2015
Q1
$37.6M Buy
811,936
+2,850
+0.4% +$131K 0.43% 63
2014
Q4
$36.4M Sell
809,086
-6,351
-0.8% -$277K 0.44% 66
2014
Q3
$33.9M Buy
815,437
+65,160
+9% +$2.76M 0.44% 60
2014
Q2
$30.7M Buy
750,277
+42,983
+6% +$1.69M 0.52% 53
2014
Q1
$27.2M Buy
707,294
+78,048
+12% +$3.01M 0.5% 55
2013
Q4
$24.1M Buy
629,246
+18,312
+3% +$675K 0.48% 60
2013
Q3
$20.3M Buy
610,934
+98,315
+19% +$3.45M 0.46% 68
2013
Q2
$17.9M Buy
+512,619
New +$18.8M 0.44% 73

Other funds holding ABT

JP Morgan Private Wealth Advisors's ABT Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Abbott (ABT) stake by 8.6% in Q3 2023, selling an estimated $16.3M and leaving 1,644,689 shares worth $159M. The position accounts for 0.46% of the portfolio, ranked #54.

JP Morgan Private Wealth Advisors first reported a position in ABT in Q2 2013 and has held it in 42 quarters since. The position peaked at $228M in Q1 2023. 2,683 funds tracked by Wall St. Rank hold ABT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 1,644,689 shares of Abbott worth $159M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 155,227 Abbott shares in Q3 2023, an estimated $16.3M.
  • Abbott made up 0.46% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #54 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Abbott in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's Abbott position peaked at $228M in Q1 2023.
  • 2,683 funds tracked by Wall St. Rank held Abbott as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.