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JP Morgan Private Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$27.7M Buy
+97,742
New +$28.7M 0.08% 234
2023
Q2 		– Sell
-109,435
Closed -$31.4M – 1491
2023
Q1 		$31.4M Buy
109,435
+11,499
+12% +$3.36M 0.07% 249
2022
Q4 		$30.2M Buy
97,936
+13,303
+16% +$3.75M 0.07% 249
2022
Q3 		$19.7M Buy
84,633
+4,160
+5% +$1.03M 0.05% 285
2022
Q2 		$19.4M Buy
80,473
+28,827
+56% +$7.01M 0.05% 286
2022
Q1 		$12.9M Sell
51,646
-12,692
-20% -$3.26M 0.03% 389
2021
Q4 		$19.6M Sell
64,338
-9,146
-12% -$2.69M 0.04% 318
2021
Q3 		$18.8M Sell
73,484
-9,880
-12% -$2.73M 0.05% 318
2021
Q2 		$24M Sell
83,364
-10,178
-11% -$2.99M 0.06% 276
2021
Q1 		$26.3M Buy
93,542
+1,746
+2% +$475K 0.09% 223
2020
Q4 		$25.1M Buy
91,796
+8,332
+10% +$2.35M 0.08% 222
2020
Q3 		$24.9M Sell
83,464
-964
-1% -$277K 0.1% 192
2020
Q2 		$20.4M Buy
84,428
+9,148
+12% +$2.09M 0.09% 189
2020
Q1 		$15M Buy
75,280
+27,867
+59% +$6.35M 0.09% 208
2019
Q4 		$11.1M Buy
47,413
+1,154
+2% +$260K 0.05% 294
2019
Q3 		$10.3M Sell
46,259
-5,299
-10% -$1.19M 0.05% 285
2019
Q2 		$11.7M Sell
51,558
-1,408
-3% -$291K 0.06% 254
2019
Q1 		$10.1M Buy
52,966
+166
+0.3% +$28.6K 0.05% 285
2018
Q4 		$8.45M Buy
52,800
+84
+0.2% +$13.3K 0.05% 280
2018
Q3 		$8.81M Sell
52,716
-576
-1% -$93.8K 0.04% 322
2018
Q2 		$8.3M Buy
53,292
+2,133
+4% +$349K 0.05% 304
2018
Q1 		$8.14M Buy
51,159
+1,153
+2% +$190K 0.06% 259
2017
Q4 		$8.21M Sell
50,006
-1,686
-3% -$268K 0.05% 261
2017
Q3 		$7.82M Sell
51,692
-10,373
-17% -$1.52M 0.06% 258
2017
Q2 		$8.88M Buy
62,065
+12,837
+26% +$1.82M 0.07% 230
2017
Q1 		$6.66M Sell
49,228
-431
-0.9% -$60.8K 0.05% 272
2016
Q4 		$7.14M Sell
49,659
-4,730
-9% -$662K 0.06% 233
2016
Q3 		$7.56M Sell
54,389
-12,989
-19% -$1.8M 0.07% 225
2016
Q2 		$8.85M Buy
67,378
+1,265
+2% +$168K 0.09% 199
2016
Q1 		$8.81M Sell
66,113
-8,940
-12% -$1.08M 0.08% 188
2015
Q4 		$9.03M Sell
75,053
-146
-0.2% -$18.4K 0.09% 188
2015
Q3 		$8.88M Sell
75,199
-2,221
-3% -$283K 0.11% 170
2015
Q2 		$9.8M Sell
77,420
-2,002
-3% -$273K 0.11% 187
2015
Q1 		$11.1M Sell
79,422
-224
-0.3% -$31K 0.13% 171
2014
Q4 		$10.6M Buy
79,646
+1,183
+2% +$150K 0.13% 177
2014
Q3 		$9.45M Buy
78,463
+3,310
+4% +$404K 0.12% 182
2014
Q2 		$8.94M Sell
75,153
-338
-0.4% -$37.7K 0.15% 151
2014
Q1 		$8.31M Buy
75,491
+883
+1% +$93.7K 0.15% 154
2013
Q4 		$7.71M Buy
74,608
+1,545
+2% +$156K 0.16% 149
2013
Q3 		$7.2M Sell
73,063
-58
-0.1% -$5.51K 0.16% 149
2013
Q2 		$6.19M Buy
+73,121
New +$6.15M 0.15% 147

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Air Products & Chemicals (APD) in Q3 2023: 97,742 shares worth $27.7M. The stake represents 0.08% of the portfolio and ranks #234 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in APD as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in APD in Q2 2013 and has held it in 41 quarters since. The position peaked at $31.4M in Q1 2023. 1,629 funds tracked by Wall St. Rank hold APD as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 97,742 shares of Air Products & Chemicals worth $27.7M as of Q3 2023.
  • Air Products & Chemicals was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Air Products & Chemicals made up 0.08% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #234 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 41 quarters since.
  • JP Morgan Private Wealth Advisors's Air Products & Chemicals position peaked at $31.4M in Q1 2023.
  • 1,629 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2023.

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