JP Morgan Private Wealth Advisors’s AptarGroup ATR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.15M | Buy |
+9,218
| New | +$1.13M | ﹤0.01% | 926 |
|
|
2023
Q2 | – | Sell |
-14,240
| Closed | -$1.68M | – | 1499 |
|
|
2023
Q1 | $1.68M | Buy |
14,240
+1,636
| +13% | +$186K | ﹤0.01% | 946 |
|
|
2022
Q4 | $1.39M | Buy |
12,604
+533
| +4% | +$54.7K | ﹤0.01% | 991 |
|
|
2022
Q3 | $1.15M | Buy |
12,071
+1,688
| +16% | +$176K | ﹤0.01% | 1070 |
|
|
2022
Q2 | $1.07M | Buy |
10,383
+124
| +1% | +$13.5K | ﹤0.01% | 1115 |
|
|
2022
Q1 | $1.21M | Buy |
10,259
+1,153
| +13% | +$136K | ﹤0.01% | 1129 |
|
|
2021
Q4 | $1.11M | Sell |
9,106
-1,142
| -11% | -$142K | ﹤0.01% | 1189 |
|
|
2021
Q3 | $1.22M | Buy |
10,248
+560
| +6% | +$73.7K | ﹤0.01% | 1117 |
|
|
2021
Q2 | $1.36M | Buy |
9,688
+2,037
| +27% | +$300K | ﹤0.01% | 1042 |
|
|
2021
Q1 | $1.08M | Sell |
7,651
-1,595
| -17% | -$220K | ﹤0.01% | 1003 |
|
|
2020
Q4 | $1.27M | Buy |
9,246
+1,215
| +15% | +$151K | ﹤0.01% | 916 |
|
|
2020
Q3 | $909K | Hold |
8,031
| – | – | ﹤0.01% | 920 |
|
|
2020
Q2 | $899K | Buy |
8,031
+512
| +7% | +$54.5K | ﹤0.01% | 852 |
|
|
2020
Q1 | $748K | Buy |
7,519
+2,347
| +45% | +$254K | ﹤0.01% | 803 |
|
|
2019
Q4 | $598K | Buy |
5,172
+81
| +2% | +$9.21K | ﹤0.01% | 978 |
|
|
2019
Q3 | $603K | Buy |
5,091
+1,033
| +25% | +$125K | ﹤0.01% | 933 |
|
|
2019
Q2 | $505K | Sell |
4,058
-2,060
| -34% | -$235K | ﹤0.01% | 984 |
|
|
2019
Q1 | $651K | Buy |
6,118
+499
| +9% | +$49.8K | ﹤0.01% | 932 |
|
|
2018
Q4 | $529K | Buy |
5,619
+2,284
| +68% | +$233K | ﹤0.01% | 947 |
|
|
2018
Q3 | $359K | Buy |
3,335
+18
| +0.5% | +$1.85K | ﹤0.01% | 1215 |
|
|
2018
Q2 | $310K | Sell |
3,317
-42,729
| -93% | -$3.98M | ﹤0.01% | 1195 |
|
|
2018
Q1 | $4.14M | Sell |
46,046
-17,869
| -28% | -$1.58M | 0.03% | 357 |
|
|
2017
Q4 | $5.51M | Sell |
63,915
-222
| -0.3% | -$19.4K | 0.04% | 319 |
|
|
2017
Q3 | $5.54M | Sell |
64,137
-161
| -0.3% | -$13.7K | 0.04% | 303 |
|
|
2017
Q2 | $5.58M | Buy |
64,298
+16
| +0% | +$1.32K | 0.04% | 287 |
|
|
2017
Q1 | $4.95M | Buy |
64,282
+361
| +0.6% | +$27K | 0.04% | 304 |
|
|
2016
Q4 | $4.7M | Sell |
63,921
-144
| -0.2% | -$10.7K | 0.04% | 292 |
|
|
2016
Q3 | $4.96M | Buy |
64,065
+43
| +0.1% | +$3.36K | 0.05% | 280 |
|
|
2016
Q2 | $5.07M | Buy |
64,022
+129
| +0.2% | +$9.98K | 0.05% | 267 |
|
|
2016
Q1 | $5.01M | Buy |
63,893
+773
| +1% | +$56.7K | 0.05% | 248 |
|
|
2015
Q4 | $4.59M | Buy |
63,120
+638
| +1% | +$46.1K | 0.05% | 243 |
|
|
2015
Q3 | $4.12M | Buy |
62,482
+159
| +0.3% | +$10.5K | 0.05% | 242 |
|
|
2015
Q2 | $3.97M | Sell |
62,323
-38
| -0.1% | -$2.43K | 0.05% | 274 |
|
|
2015
Q1 | $3.96M | Sell |
62,361
-550
| -0.9% | -$35.4K | 0.05% | 272 |
|
|
2014
Q4 | $4.21M | Buy |
62,911
+894
| +1% | +$56.7K | 0.05% | 262 |
|
|
2014
Q3 | $3.76M | Buy |
62,017
+121
| +0.2% | +$7.69K | 0.05% | 279 |
|
|
2014
Q2 | $4.15M | Sell |
61,896
-132
| -0.2% | -$8.78K | 0.07% | 219 |
|
|
2014
Q1 | $4.1M | Sell |
62,028
-128
| -0.2% | -$8.34K | 0.07% | 212 |
|
|
2013
Q4 | $4.21M | Buy |
62,156
+260
| +0.4% | +$16.6K | 0.08% | 196 |
|
|
2013
Q3 | $3.72M | Hold |
61,896
| – | – | 0.08% | 200 |
|
|
2013
Q2 | $3.42M | Buy |
+61,896
| New | +$3.48M | 0.08% | 197 |
|
Other funds holding ATR
RC
BTW
JP Morgan Private Wealth Advisors's ATR Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in AptarGroup (ATR) in Q3 2023: 9,218 shares worth $1.15M. The stake represents ﹤0.01% of the portfolio and ranks #926 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in ATR as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in ATR in Q2 2013 and has held it in 41 quarters since. The position peaked at $5.58M in Q2 2017. 424 funds tracked by Wall St. Rank hold ATR as of Q3 2023.
- JP Morgan Private Wealth Advisors held 9,218 shares of AptarGroup worth $1.15M as of Q3 2023.
- AptarGroup was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- AptarGroup made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #926 holding.
- JP Morgan Private Wealth Advisors first reported a position in AptarGroup in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's AptarGroup position peaked at $5.58M in Q2 2017.
- 424 funds tracked by Wall St. Rank held AptarGroup as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.