JP Morgan Private Wealth Advisors’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $107M | Buy |
+446,424
| New | +$109M | 0.31% | 83 |
|
|
2023
Q2 | – | Sell |
-486,080
| Closed | -$108M | – | 1472 |
|
|
2023
Q1 | $108M | Buy |
486,080
+12,730
| +3% | +$2.87M | 0.23% | 101 |
|
|
2022
Q4 | $113M | Buy |
473,350
+19,322
| +4% | +$4.74M | 0.25% | 94 |
|
|
2022
Q3 | $103M | Buy |
454,028
+5,718
| +1% | +$1.35M | 0.27% | 89 |
|
|
2022
Q2 | $94.2M | Sell |
448,310
-98,004
| -18% | -$21.5M | 0.24% | 101 |
|
|
2022
Q1 | $124M | Buy |
546,314
+29,539
| +6% | +$6.32M | 0.27% | 89 |
|
|
2021
Q4 | $127M | Buy |
516,775
+18,797
| +4% | +$4.26M | 0.27% | 89 |
|
|
2021
Q3 | $99.6M | Buy |
497,978
+21,556
| +5% | +$4.44M | 0.24% | 99 |
|
|
2021
Q2 | $94.6M | Buy |
476,422
+51,807
| +12% | +$10.1M | 0.24% | 101 |
|
|
2021
Q1 | $80M | Sell |
424,615
-24,348
| -5% | -$4.23M | 0.26% | 99 |
|
|
2020
Q4 | $79.1M | Sell |
448,963
-20,802
| -4% | -$3.42M | 0.26% | 96 |
|
|
2020
Q3 | $65.5M | Buy |
469,765
+110,382
| +31% | +$15.5M | 0.26% | 98 |
|
|
2020
Q2 | $53.5M | Buy |
359,383
+20,733
| +6% | +$2.97M | 0.24% | 101 |
|
|
2020
Q1 | $46.3M | Buy |
338,650
+91,315
| +37% | +$14.7M | 0.26% | 99 |
|
|
2019
Q4 | $42.2M | Buy |
247,335
+31,914
| +15% | +$5.28M | 0.19% | 124 |
|
|
2019
Q3 | $34.8M | Buy |
215,421
+43,770
| +25% | +$7.23M | 0.18% | 130 |
|
|
2019
Q2 | $28.4M | Sell |
171,651
-13,530
| -7% | -$2.2M | 0.16% | 146 |
|
|
2019
Q1 | $29.6M | Buy |
185,181
+32,563
| +21% | +$4.73M | 0.15% | 147 |
|
|
2018
Q4 | $20M | Buy |
152,618
+1,478
| +1% | +$209K | 0.12% | 171 |
|
|
2018
Q3 | $22.8M | Buy |
151,140
+14,219
| +10% | +$2.01M | 0.11% | 184 |
|
|
2018
Q2 | $18.4M | Buy |
136,921
+16,653
| +14% | +$2.11M | 0.1% | 192 |
|
|
2018
Q1 | $13.6M | Buy |
120,268
+1,525
| +1% | +$178K | 0.09% | 196 |
|
|
2017
Q4 | $13.9M | Buy |
118,743
+2,135
| +2% | +$244K | 0.09% | 195 |
|
|
2017
Q3 | $12.7M | Sell |
116,608
-2,971
| -2% | -$318K | 0.09% | 191 |
|
|
2017
Q2 | $12.3M | Sell |
119,579
-7,384
| -6% | -$747K | 0.09% | 188 |
|
|
2017
Q1 | $13M | Buy |
126,963
+22,599
| +22% | +$2.3M | 0.1% | 183 |
|
|
2016
Q4 | $10.7M | Buy |
104,364
+7,784
| +8% | +$726K | 0.09% | 189 |
|
|
2016
Q3 | $8.52M | Sell |
96,580
-7,293
| -7% | -$661K | 0.08% | 207 |
|
|
2016
Q2 | $9.54M | Buy |
103,873
+5,597
| +6% | +$494K | 0.09% | 185 |
|
|
2016
Q1 | $8.81M | Buy |
98,276
+15,308
| +18% | +$1.28M | 0.08% | 187 |
|
|
2015
Q4 | $7.03M | Buy |
82,968
+8,827
| +12% | +$760K | 0.07% | 205 |
|
|
2015
Q3 | $5.96M | Sell |
74,141
-3,506
| -5% | -$281K | 0.07% | 216 |
|
|
2015
Q2 | $6.23M | Buy |
77,647
+6,644
| +9% | +$567K | 0.07% | 226 |
|
|
2015
Q1 | $6.08M | Sell |
71,003
-1,001
| -1% | -$86.2K | 0.07% | 226 |
|
|
2014
Q4 | $6M | Sell |
72,004
-5,382
| -7% | -$436K | 0.07% | 230 |
|
|
2014
Q3 | $5.64M | Buy |
77,386
+23,633
| +44% | +$1.71M | 0.07% | 234 |
|
|
2014
Q2 | $3.74M | Buy |
53,753
+3,118
| +6% | +$213K | 0.06% | 229 |
|
|
2014
Q1 | $3.44M | Buy |
50,635
+9,542
| +23% | +$650K | 0.06% | 230 |
|
|
2013
Q4 | $2.92M | Buy |
41,093
+1,058
| +3% | +$71.2K | 0.06% | 218 |
|
|
2013
Q3 | $2.54M | Buy |
40,035
+2,877
| +8% | +$183K | 0.06% | 226 |
|
|
2013
Q2 | $2.25M | Buy |
+37,158
| New | +$2.22M | 0.06% | 232 |
|
Other funds holding ADP
JP Morgan Private Wealth Advisors's ADP Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Automatic Data Processing (ADP) in Q3 2023: 446,424 shares worth $107M. The stake represents 0.31% of the portfolio and ranks #83 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in ADP as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in ADP in Q2 2013 and has held it in 41 quarters since. The position peaked at $127M in Q4 2021. 2,024 funds tracked by Wall St. Rank hold ADP as of Q3 2023.
- JP Morgan Private Wealth Advisors held 446,424 shares of Automatic Data Processing worth $107M as of Q3 2023.
- Automatic Data Processing was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Automatic Data Processing made up 0.31% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #83 holding.
- JP Morgan Private Wealth Advisors first reported a position in Automatic Data Processing in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Automatic Data Processing position peaked at $127M in Q4 2021.
- 2,024 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.