JP Morgan Private Wealth Advisors’s Arrow Financial AROW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-31,732
| Closed | -$620K | – | 1716 |
|
|
2023
Q2 | $620K | Sell |
31,732
-81,660
| -72% | -$1.67M | ﹤0.01% | 950 |
|
|
2023
Q1 | $2.74M | Buy |
113,392
+457
| +0.4% | +$13.4K | 0.01% | 766 |
|
|
2022
Q4 | $3.72M | Buy |
112,935
+350
| +0.3% | +$11.3K | 0.01% | 653 |
|
|
2022
Q3 | $3.15M | Buy |
112,585
+369
| +0.3% | +$11.4K | 0.01% | 697 |
|
|
2022
Q2 | $3.37M | Buy |
112,216
+387
| +0.3% | +$11.6K | 0.01% | 680 |
|
|
2022
Q1 | $3.42M | Buy |
111,829
+343
| +0.3% | +$11.2K | 0.01% | 719 |
|
|
2021
Q4 | $3.7M | Buy |
111,486
+288
| +0.3% | +$9.71K | 0.01% | 700 |
|
|
2021
Q3 | $3.6M | Buy |
111,198
+350
| +0.3% | +$11.5K | 0.01% | 679 |
|
|
2021
Q2 | $3.65M | Buy |
110,848
+300
| +0.3% | +$9.84K | 0.01% | 672 |
|
|
2021
Q1 | $3.37M | Buy |
110,548
+308
| +0.3% | +$9.06K | 0.01% | 608 |
|
|
2020
Q4 | $3.02M | Buy |
110,240
+359
| +0.3% | +$9.54K | 0.01% | 612 |
|
|
2020
Q3 | $2.52M | Buy |
109,881
+387
| +0.4% | +$9.61K | 0.01% | 587 |
|
|
2020
Q2 | $2.89M | Buy |
109,494
+388
| +0.4% | +$9.5K | 0.01% | 489 |
|
|
2020
Q1 | $2.7M | Buy |
109,106
+369
| +0.3% | +$10.8K | 0.02% | 467 |
|
|
2019
Q4 | $3.65M | Buy |
108,737
+292
| +0.3% | +$9.19K | 0.02% | 493 |
|
|
2019
Q3 | $3.22M | Buy |
108,445
+21,397
| +25% | +$617K | 0.02% | 500 |
|
|
2019
Q2 | $2.61M | Sell |
87,048
-17,749
| -17% | -$513K | 0.01% | 535 |
|
|
2019
Q1 | $2.97M | Buy |
104,797
+277
| +0.3% | +$8.05K | 0.02% | 533 |
|
|
2018
Q4 | $2.89M | Buy |
104,520
+5,701
| +6% | +$169K | 0.02% | 488 |
|
|
2018
Q3 | $3.15M | Sell |
98,819
-5,730
| -5% | -$186K | 0.02% | 527 |
|
|
2018
Q2 | $3.19M | Buy |
104,549
+59,606
| +133% | +$1.81M | 0.02% | 502 |
|
|
2018
Q1 | $1.28M | Sell |
44,943
-57,100
| -56% | -$1.61M | 0.01% | 592 |
|
|
2017
Q4 | $2.9M | Buy |
102,043
+64
| +0.1% | +$1.89K | 0.02% | 419 |
|
|
2017
Q3 | $2.93M | Buy |
101,979
+64
| +0.1% | +$1.69K | 0.02% | 399 |
|
|
2017
Q2 | $2.62M | Buy |
101,915
+54
| +0.1% | +$1.45K | 0.02% | 410 |
|
|
2017
Q1 | $2.81M | Buy |
101,861
+53
| +0.1% | +$1.54K | 0.02% | 413 |
|
|
2016
Q4 | $3.35M | Buy |
101,808
+45
| +0% | +$1.32K | 0.03% | 341 |
|
|
2016
Q3 | $2.72M | Sell |
101,763
-9,794
| -9% | -$248K | 0.03% | 377 |
|
|
2016
Q2 | $2.67M | Buy |
111,557
+61
| +0.1% | +$1.37K | 0.03% | 380 |
|
|
2016
Q1 | $2.34M | Buy |
111,496
+470
| +0.4% | +$9.81K | 0.02% | 372 |
|
|
2015
Q4 | $2.38M | Buy |
111,026
+789
| +0.7% | +$17.3K | 0.02% | 341 |
|
|
2015
Q3 | $2.32M | Buy |
110,237
+3,725
| +3% | +$78.9K | 0.03% | 313 |
|
|
2015
Q2 | $2.23M | Buy |
+106,512
| New | +$2.19M | 0.03% | 350 |
|
Other funds holding AROW
AF
JP Morgan Private Wealth Advisors's AROW Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors sold out of Arrow Financial (AROW) in Q3 2023, closing a stake of 31,732 shares — an estimated $620K sold.
JP Morgan Private Wealth Advisors first reported a position in AROW in Q2 2015 and held it in 33 quarters. The position peaked at $3.72M in Q4 2022. 93 funds tracked by Wall St. Rank hold AROW as of Q3 2023.
- JP Morgan Private Wealth Advisors reported no remaining Arrow Financial position as of Q3 2023 after selling out during the quarter.
- JP Morgan Private Wealth Advisors sold 31,732 Arrow Financial shares in Q3 2023, an estimated $620K.
- JP Morgan Private Wealth Advisors first reported a position in Arrow Financial in Q2 2015 and held it in 33 quarters.
- JP Morgan Private Wealth Advisors's Arrow Financial position peaked at $3.72M in Q4 2022.
- 93 funds tracked by Wall St. Rank held Arrow Financial as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.