JP Morgan Private Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $561M | Buy |
+6,749,060
| New | +$585M | 1.6% | 8 |
|
|
2023
Q2 | – | Sell |
-8,359,450
| Closed | -$536M | – | 1502 |
|
|
2023
Q1 | $536M | Sell |
8,359,450
-176,700
| -2% | -$10.6M | 1.14% | 11 |
|
|
2022
Q4 | $477M | Buy |
8,536,150
+155,390
| +2% | +$7.79M | 1.07% | 13 |
|
|
2022
Q3 | $372M | Sell |
8,380,760
-226,010
| -3% | -$11.5M | 0.97% | 14 |
|
|
2022
Q2 | $418M | Buy |
8,606,770
+245,180
| +3% | +$13.8M | 1.07% | 8 |
|
|
2022
Q1 | $527M | Buy |
8,361,590
+700,240
| +9% | +$41.6M | 1.14% | 10 |
|
|
2021
Q4 | $510M | Buy |
7,661,350
+453,840
| +6% | +$25.5M | 1.1% | 10 |
|
|
2021
Q3 | $350M | Buy |
7,207,510
+405,280
| +6% | +$19.7M | 0.85% | 16 |
|
|
2021
Q2 | $324M | Buy |
6,802,230
+1,326,700
| +24% | +$61.5M | 0.84% | 18 |
|
|
2021
Q1 | $254M | Sell |
5,475,530
-141,270
| -3% | -$6.53M | 0.82% | 18 |
|
|
2020
Q4 | $246M | Buy |
5,616,800
+612,610
| +12% | +$23.9M | 0.8% | 18 |
|
|
2020
Q3 | $182M | Buy |
5,004,190
+832,520
| +20% | +$27.9M | 0.71% | 26 |
|
|
2020
Q2 | $132M | Buy |
4,171,670
+387,010
| +10% | +$10.8M | 0.6% | 34 |
|
|
2020
Q1 | $89.7M | Sell |
3,784,660
-461,920
| -11% | -$13M | 0.51% | 47 |
|
|
2019
Q4 | $134M | Buy |
4,246,580
+147,760
| +4% | +$4.49M | 0.61% | 37 |
|
|
2019
Q3 | $113M | Buy |
4,098,820
+240,850
| +6% | +$6.85M | 0.59% | 40 |
|
|
2019
Q2 | $111M | Sell |
3,857,970
-17,810
| -0.5% | -$519K | 0.61% | 36 |
|
|
2019
Q1 | $117M | Buy |
3,875,780
+685,590
| +21% | +$18.6M | 0.61% | 37 |
|
|
2018
Q4 | $81.1M | Buy |
3,190,190
+112,060
| +4% | +$2.64M | 0.49% | 49 |
|
|
2018
Q3 | $75.9M | Sell |
3,078,130
-379,730
| -11% | -$8.52M | 0.37% | 66 |
|
|
2018
Q2 | $83.9M | Buy |
+3,457,860
| New | +$84.8M | 0.47% | 51 |
|
|
2018
Q1 | – | Sell |
-3,007,390
| Closed | -$77.3M | – | 1302 |
|
|
2017
Q4 | $77.3M | Buy |
3,007,390
+15,120
| +0.5% | +$393K | 0.51% | 48 |
|
|
2017
Q3 | $72.6M | Buy |
2,992,270
+37,130
| +1% | +$918K | 0.52% | 49 |
|
|
2017
Q2 | $68.9M | Buy |
2,955,140
+28,590
| +1% | +$663K | 0.52% | 49 |
|
|
2017
Q1 | $64.1M | Buy |
2,926,550
+95,640
| +3% | +$1.97M | 0.5% | 52 |
|
|
2016
Q4 | $50M | Buy |
2,830,910
+42,940
| +2% | +$744K | 0.44% | 62 |
|
|
2016
Q3 | $48.1M | Buy |
2,787,970
+108,240
| +4% | +$1.81M | 0.45% | 62 |
|
|
2016
Q2 | $41.6M | Buy |
2,679,730
+376,200
| +16% | +$5.73M | 0.4% | 67 |
|
|
2016
Q1 | $35.6M | Buy |
2,303,530
+310,710
| +16% | +$4.2M | 0.34% | 82 |
|
|
2015
Q4 | $28.9M | Sell |
1,992,820
-8,720
| -0.4% | -$113K | 0.3% | 90 |
|
|
2015
Q3 | $25M | Buy |
2,001,540
+143,650
| +8% | +$1.81M | 0.31% | 91 |
|
|
2015
Q2 | $24.7M | Buy |
1,857,890
+138,150
| +8% | +$1.81M | 0.28% | 101 |
|
|
2015
Q1 | $21.8M | Buy |
1,719,740
+7,590
| +0.4% | +$87K | 0.25% | 108 |
|
|
2014
Q4 | $17.2M | Buy |
1,712,150
+207,260
| +14% | +$1.85M | 0.21% | 121 |
|
|
2014
Q3 | $13.1M | Buy |
1,504,890
+11,910
| +0.8% | +$93K | 0.17% | 137 |
|
|
2014
Q2 | $10.8M | Buy |
1,492,980
+5,500
| +0.4% | +$36.9K | 0.18% | 131 |
|
|
2014
Q1 | $9.58M | Buy |
1,487,480
+44,330
| +3% | +$260K | 0.18% | 135 |
|
|
2013
Q4 | $7.63M | Buy |
1,443,150
+120,290
| +9% | +$553K | 0.15% | 153 |
|
|
2013
Q3 | $5.7M | Sell |
1,322,860
-131,290
| -9% | -$504K | 0.13% | 172 |
|
|
2013
Q2 | $5.44M | Buy |
+1,454,150
| New | +$5.07M | 0.13% | 160 |
|
Other funds holding AVGO
JP Morgan Private Wealth Advisors's AVGO Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Broadcom (AVGO) in Q3 2023: 6,749,060 shares worth $561M. The stake represents 1.6% of the portfolio and ranks #8 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in AVGO as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in AVGO in Q2 2013 and has held it in 40 quarters since. 2,460 funds tracked by Wall St. Rank hold AVGO as of Q3 2023.
- JP Morgan Private Wealth Advisors held 6,749,060 shares of Broadcom worth $561M as of Q3 2023.
- Broadcom was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Broadcom made up 1.6% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #8 holding.
- JP Morgan Private Wealth Advisors first reported a position in Broadcom in Q2 2013 and has held it in 40 quarters since.
- 2,460 funds tracked by Wall St. Rank held Broadcom as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.