JP Morgan Private Wealth Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $28.3M | Buy |
+189,793
| New | +$31M | 0.08% | 231 |
|
|
2023
Q2 | – | Sell |
-241,694
| Closed | -$39.9M | – | 1509 |
|
|
2023
Q1 | $39.9M | Sell |
241,694
-4,260
| -2% | -$707K | 0.08% | 215 |
|
|
2022
Q4 | $36.3M | Buy |
245,954
+49,780
| +25% | +$7.38M | 0.08% | 222 |
|
|
2022
Q3 | $26.5M | Buy |
196,174
+7,379
| +4% | +$1.12M | 0.07% | 245 |
|
|
2022
Q2 | $26.2M | Sell |
188,795
-52,693
| -22% | -$8.7M | 0.07% | 253 |
|
|
2022
Q1 | $45.2M | Buy |
241,488
+25,842
| +12% | +$4.67M | 0.1% | 205 |
|
|
2021
Q4 | $35.3M | Sell |
215,646
-1,843
| -0.8% | -$314K | 0.08% | 237 |
|
|
2021
Q3 | $36.4M | Buy |
217,489
+21,116
| +11% | +$3.53M | 0.09% | 226 |
|
|
2021
Q2 | $32.4M | Buy |
196,373
+18,560
| +10% | +$2.91M | 0.08% | 229 |
|
|
2021
Q1 | $25.1M | Buy |
177,813
+4,603
| +3% | +$608K | 0.08% | 229 |
|
|
2020
Q4 | $20.9M | Sell |
173,210
-5,572
| -3% | -$617K | 0.07% | 246 |
|
|
2020
Q3 | $17.9M | Sell |
178,782
-15,835
| -8% | -$1.56M | 0.07% | 226 |
|
|
2020
Q2 | $18.5M | Buy |
194,617
+11,768
| +6% | +$1.08M | 0.08% | 198 |
|
|
2020
Q1 | $15.7M | Sell |
182,849
-25,336
| -12% | -$2.95M | 0.09% | 201 |
|
|
2019
Q4 | $25.9M | Buy |
208,185
+3,768
| +2% | +$450K | 0.12% | 171 |
|
|
2019
Q3 | $24.2M | Buy |
204,417
+25,937
| +15% | +$3.18M | 0.13% | 158 |
|
|
2019
Q2 | $22M | Buy |
178,480
+4,508
| +3% | +$529K | 0.12% | 171 |
|
|
2019
Q1 | $19M | Buy |
173,972
+13,488
| +8% | +$1.42M | 0.1% | 202 |
|
|
2018
Q4 | $15.3M | Buy |
160,484
+15,389
| +11% | +$1.61M | 0.09% | 201 |
|
|
2018
Q3 | $15.5M | Buy |
145,095
+975
| +0.7% | +$101K | 0.08% | 233 |
|
|
2018
Q2 | $14.1M | Buy |
144,120
+2,909
| +2% | +$286K | 0.08% | 232 |
|
|
2018
Q1 | $13.2M | Sell |
141,211
-716
| -0.5% | -$69.4K | 0.09% | 197 |
|
|
2017
Q4 | $14.1M | Buy |
141,927
+1,293
| +0.9% | +$123K | 0.09% | 194 |
|
|
2017
Q3 | $12.7M | Buy |
140,634
+14,547
| +12% | +$1.25M | 0.09% | 193 |
|
|
2017
Q2 | $10.6M | Buy |
126,087
+1,409
| +1% | +$111K | 0.08% | 203 |
|
|
2017
Q1 | $9.86M | Sell |
124,678
-9,049
| -7% | -$707K | 0.08% | 212 |
|
|
2016
Q4 | $9.91M | Sell |
133,727
-34,462
| -20% | -$2.39M | 0.09% | 198 |
|
|
2016
Q3 | $10.8M | Sell |
168,189
-10,490
| -6% | -$674K | 0.1% | 190 |
|
|
2016
Q2 | $10.9M | Sell |
178,679
-22,403
| -11% | -$1.42M | 0.11% | 174 |
|
|
2016
Q1 | $12.3M | Sell |
201,082
-22,490
| -10% | -$1.31M | 0.12% | 158 |
|
|
2015
Q4 | $15.6M | Sell |
223,572
-27,363
| -11% | -$1.99M | 0.16% | 139 |
|
|
2015
Q3 | $18.6M | Sell |
250,935
-40,084
| -14% | -$3.08M | 0.23% | 114 |
|
|
2015
Q2 | $22.6M | Sell |
291,019
-75,289
| -21% | -$5.97M | 0.26% | 111 |
|
|
2015
Q1 | $28.6M | Sell |
366,308
-111,824
| -23% | -$9.29M | 0.33% | 85 |
|
|
2014
Q4 | $44.5M | Sell |
478,132
-100,268
| -17% | -$8.99M | 0.53% | 54 |
|
|
2014
Q3 | $50.6M | Buy |
578,400
+247,257
| +75% | +$22.3M | 0.65% | 38 |
|
|
2014
Q2 | $31.4M | Buy |
331,143
+17,479
| +6% | +$1.58M | 0.53% | 51 |
|
|
2014
Q1 | $28.2M | Buy |
313,664
+35,005
| +13% | +$3.13M | 0.52% | 52 |
|
|
2013
Q4 | $25.3M | Buy |
278,659
+5,093
| +2% | +$418K | 0.51% | 57 |
|
|
2013
Q3 | $20.7M | Buy |
273,566
+18,015
| +7% | +$1.36M | 0.47% | 65 |
|
|
2013
Q2 | $19.1M | Buy |
+255,551
| New | +$18.2M | 0.47% | 62 |
|
Other funds holding AXP
JP Morgan Private Wealth Advisors's AXP Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in American Express (AXP) in Q3 2023: 189,793 shares worth $28.3M. The stake represents 0.08% of the portfolio and ranks #231 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in AXP as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in AXP in Q2 2013 and has held it in 41 quarters since. The position peaked at $50.6M in Q3 2014. 1,999 funds tracked by Wall St. Rank hold AXP as of Q3 2023.
- JP Morgan Private Wealth Advisors held 189,793 shares of American Express worth $28.3M as of Q3 2023.
- American Express was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- American Express made up 0.08% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #231 holding.
- JP Morgan Private Wealth Advisors first reported a position in American Express in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's American Express position peaked at $50.6M in Q3 2014.
- 1,999 funds tracked by Wall St. Rank held American Express as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.