JP Morgan Private Wealth Advisors’s APA Corp APA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.96M Sell
47,778
-18,789
-28% -$773K 0.01% 742
2023
Q2
$2.27M Sell
66,567
-234,641
-78% -$8.19M 0.01% 520
2023
Q1
$10.9M Sell
301,208
-15,162
-5% -$608K 0.02% 411
2022
Q4
$14.8M Sell
316,370
-68,231
-18% -$3.05M 0.03% 350
2022
Q3
$13.2M Sell
384,601
-975,770
-72% -$34.9M 0.03% 344
2022
Q2
$47.5M Buy
1,360,371
+34,017
+3% +$1.45M 0.12% 178
2022
Q1
$54.8M Buy
1,326,354
+427,734
+48% +$14.9M 0.12% 175
2021
Q4
$24.2M Buy
898,620
+266,346
+42% +$7.07M 0.05% 289
2021
Q3
$13.6M Buy
632,274
+598,906
+1,795% +$11.5M 0.03% 376
2021
Q2
$722K Buy
33,368
+9,160
+38% +$188K ﹤0.01% 1343
2021
Q1
$433K Buy
+24,208
New +$442K ﹤0.01% 1376
2020
Q4
Sell
-149,896
Closed -$1.42M 1704
2020
Q3
$1.42M Buy
+149,896
New +$2.05M 0.01% 754
2020
Q2
Sell
-11,850
Closed -$50K 1548
2020
Q1
$50K Sell
11,850
-447
-4% -$9.96K ﹤0.01% 1389
2019
Q4
$315K Sell
12,297
-2,564
-17% -$58K ﹤0.01% 1214
2019
Q3
$380K Sell
14,861
-4,138
-22% -$99.3K ﹤0.01% 1098
2019
Q2
$550K Sell
18,999
-2,013
-10% -$62.6K ﹤0.01% 947
2019
Q1
$728K Sell
21,012
-1,822
-8% -$59.4K ﹤0.01% 887
2018
Q4
$599K Sell
22,834
-3,917
-15% -$144K ﹤0.01% 901
2018
Q3
$1.27M Buy
26,751
+1,439
+6% +$64.8K 0.01% 752
2018
Q2
$1.18M Sell
25,312
-8,362
-25% -$347K 0.01% 720
2018
Q1
$1.3M Buy
33,674
+3,349
+11% +$135K 0.01% 587
2017
Q4
$1.28M Sell
30,325
-10,162
-25% -$428K 0.01% 594
2017
Q3
$1.85M Buy
40,487
+5,244
+15% +$231K 0.01% 486
2017
Q2
$1.69M Buy
35,243
+647
+2% +$31.9K 0.01% 494
2017
Q1
$1.78M Buy
34,596
+12,941
+60% +$727K 0.01% 488
2016
Q4
$1.38M Sell
21,655
-2,251
-9% -$142K 0.01% 514
2016
Q3
$1.53M Buy
23,906
+1,226
+5% +$67K 0.01% 497
2016
Q2
$1.26M Buy
22,680
+6,058
+36% +$329K 0.01% 541
2016
Q1
$811K Sell
16,622
-2,575
-13% -$107K 0.01% 609
2015
Q4
$854K Sell
19,197
-12,554
-40% -$585K 0.01% 556
2015
Q3
$1.24M Sell
31,751
-21,109
-40% -$960K 0.02% 425
2015
Q2
$3.05M Buy
52,860
+518
+1% +$32.6K 0.03% 304
2015
Q1
$3.16M Buy
52,342
+1,799
+4% +$113K 0.04% 304
2014
Q4
$3.17M Sell
50,543
-7,017
-12% -$499K 0.04% 304
2014
Q3
$5.4M Sell
57,560
-10
-0% -$990 0.07% 242
2014
Q2
$5.79M Sell
57,570
-1,810
-3% -$164K 0.1% 195
2014
Q1
$4.93M Sell
59,380
-50,817
-46% -$4.17M 0.09% 194
2013
Q4
$9.47M Sell
110,197
-23,022
-17% -$2.05M 0.19% 131
2013
Q3
$11.3M Buy
133,219
+21,657
+19% +$1.8M 0.26% 111
2013
Q2
$9.35M Buy
+111,562
New +$8.86M 0.23% 115

Other funds holding APA

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

JP Morgan Private Wealth Advisors reduced its APA Corp (APA) stake by 28% in Q3 2023, selling an estimated $773K and leaving 47,778 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #742.

JP Morgan Private Wealth Advisors first reported a position in APA in Q2 2013 and has held it in 40 quarters since. The position peaked at $54.8M in Q1 2022. 649 funds tracked by Wall St. Rank hold APA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 47,778 shares of APA Corp worth $1.96M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 18,789 APA Corp shares in Q3 2023, an estimated $773K.
  • APA Corp made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #742 holding.
  • JP Morgan Private Wealth Advisors first reported a position in APA Corp in Q2 2013 and has held it in 40 quarters since.
  • JP Morgan Private Wealth Advisors's APA Corp position peaked at $54.8M in Q1 2022.
  • 649 funds tracked by Wall St. Rank held APA Corp as of Q3 2023.

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