JP Morgan Private Wealth Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $610M | Buy |
+4,799,700
| New | +$643M | 1.74% | 7 |
|
|
2023
Q2 | – | Sell |
-5,738,985
| Closed | -$593M | – | 1488 |
|
|
2023
Q1 | $593M | Buy |
5,738,985
+392,657
| +7% | +$37.9M | 1.26% | 7 |
|
|
2022
Q4 | $449M | Sell |
5,346,328
-837,049
| -14% | -$82.7M | 1% | 16 |
|
|
2022
Q3 | $699M | Buy |
6,183,377
+369,138
| +6% | +$46.7M | 1.83% | 5 |
|
|
2022
Q2 | $618M | Buy |
5,814,239
+175,139
| +3% | +$21.9M | 1.58% | 5 |
|
|
2022
Q1 | $919M | Buy |
5,639,100
+184,240
| +3% | +$28.5M | 1.99% | 5 |
|
|
2021
Q4 | $909M | Buy |
5,454,860
+308,240
| +6% | +$52.8M | 1.96% | 5 |
|
|
2021
Q3 | $845M | Buy |
5,146,620
+357,520
| +7% | +$61.7M | 2.07% | 5 |
|
|
2021
Q2 | $824M | Buy |
4,789,100
+748,160
| +19% | +$124M | 2.13% | 4 |
|
|
2021
Q1 | $625M | Sell |
4,040,940
-218,480
| -5% | -$34.6M | 2.02% | 5 |
|
|
2020
Q4 | $694M | Buy |
4,259,420
+252,840
| +6% | +$40.3M | 2.25% | 4 |
|
|
2020
Q3 | $631M | Buy |
4,006,580
+172,600
| +5% | +$27.2M | 2.46% | 4 |
|
|
2020
Q2 | $529M | Buy |
3,833,980
+15,220
| +0.4% | +$1.84M | 2.41% | 4 |
|
|
2020
Q1 | $372M | Buy |
3,818,760
+559,020
| +17% | +$54.1M | 2.11% | 5 |
|
|
2019
Q4 | $301M | Buy |
3,259,740
+253,220
| +8% | +$22.4M | 1.37% | 9 |
|
|
2019
Q3 | $261M | Buy |
3,006,520
+196,520
| +7% | +$18.2M | 1.36% | 8 |
|
|
2019
Q2 | $266M | Sell |
2,810,000
-88,080
| -3% | -$8.2M | 1.46% | 8 |
|
|
2019
Q1 | $258M | Buy |
2,898,080
+141,700
| +5% | +$11.8M | 1.35% | 8 |
|
|
2018
Q4 | $207M | Buy |
2,756,380
+111,940
| +4% | +$9.31M | 1.26% | 11 |
|
|
2018
Q3 | $265M | Buy |
2,644,440
+125,180
| +5% | +$11.8M | 1.29% | 8 |
|
|
2018
Q2 | $214M | Buy |
2,519,260
+140,600
| +6% | +$11.2M | 1.2% | 12 |
|
|
2018
Q1 | $172M | Buy |
2,378,660
+134,340
| +6% | +$9.61M | 1.16% | 15 |
|
|
2017
Q4 | $131M | Buy |
2,244,320
+204,760
| +10% | +$11.3M | 0.86% | 23 |
|
|
2017
Q3 | $98M | Buy |
2,039,560
+176,900
| +9% | +$8.69M | 0.71% | 32 |
|
|
2017
Q2 | $90.2M | Sell |
1,862,660
-97,380
| -5% | -$4.65M | 0.68% | 37 |
|
|
2017
Q1 | $86.9M | Buy |
1,960,040
+157,500
| +9% | +$6.56M | 0.67% | 35 |
|
|
2016
Q4 | $67.6M | Buy |
1,802,540
+92,480
| +5% | +$3.62M | 0.59% | 47 |
|
|
2016
Q3 | $71.6M | Buy |
1,710,060
+18,640
| +1% | +$713K | 0.67% | 41 |
|
|
2016
Q2 | $60.5M | Buy |
1,691,420
+412,080
| +32% | +$13.9M | 0.59% | 47 |
|
|
2016
Q1 | $38M | Buy |
1,279,340
+198,300
| +18% | +$5.63M | 0.36% | 75 |
|
|
2015
Q4 | $36.5M | Buy |
1,081,040
+68,420
| +7% | +$2.16M | 0.37% | 78 |
|
|
2015
Q3 | $25.9M | Sell |
1,012,620
-84,820
| -8% | -$2.14M | 0.33% | 89 |
|
|
2015
Q2 | $23.8M | Sell |
1,097,440
-110,260
| -9% | -$2.3M | 0.27% | 105 |
|
|
2015
Q1 | $22.5M | Sell |
1,207,700
-150,700
| -11% | -$2.65M | 0.26% | 104 |
|
|
2014
Q4 | $21.1M | Buy |
1,358,400
+19,900
| +1% | +$310K | 0.25% | 108 |
|
|
2014
Q3 | $21.6M | Buy |
1,338,500
+92,680
| +7% | +$1.54M | 0.28% | 97 |
|
|
2014
Q2 | $20.2M | Buy |
1,245,820
+163,700
| +15% | +$2.59M | 0.34% | 87 |
|
|
2014
Q1 | $18.2M | Buy |
1,082,120
+9,840
| +0.9% | +$183K | 0.33% | 89 |
|
|
2013
Q4 | $21.4M | Buy |
1,072,280
+59,200
| +6% | +$1.06M | 0.43% | 74 |
|
|
2013
Q3 | $15.8M | Buy |
1,013,080
+47,440
| +5% | +$707K | 0.36% | 85 |
|
|
2013
Q2 | $13.4M | Buy |
+965,640
| New | +$12.9M | 0.33% | 93 |
|
Other funds holding AMZN
JP Morgan Private Wealth Advisors's AMZN Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Amazon (AMZN) in Q3 2023: 4,799,700 shares worth $610M. The stake represents 1.74% of the portfolio and ranks #7 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in AMZN as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in AMZN in Q2 2013 and has held it in 41 quarters since. The position peaked at $919M in Q1 2022. 4,377 funds tracked by Wall St. Rank hold AMZN as of Q3 2023.
- JP Morgan Private Wealth Advisors held 4,799,700 shares of Amazon worth $610M as of Q3 2023.
- Amazon was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Amazon made up 1.74% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #7 holding.
- JP Morgan Private Wealth Advisors first reported a position in Amazon in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Amazon position peaked at $919M in Q1 2022.
- 4,377 funds tracked by Wall St. Rank held Amazon as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.