JP Morgan Private Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $40.2M | Sell |
209,499
-15,265
| -7% | -$3.34M | 0.11% | 185 |
|
|
2023
Q2 | $47.5M | Sell |
224,764
-44,266
| -16% | -$9.19M | 0.25% | 91 |
|
|
2023
Q1 | $57.2M | Buy |
269,030
+39,216
| +17% | +$8.15M | 0.12% | 175 |
|
|
2022
Q4 | $43.8M | Buy |
229,814
+16,703
| +8% | +$2.73M | 0.1% | 195 |
|
|
2022
Q3 | $25.8M | Buy |
213,111
+154
| +0.1% | +$23.6K | 0.07% | 246 |
|
|
2022
Q2 | $29.1M | Sell |
212,957
-51,761
| -20% | -$7.64M | 0.07% | 233 |
|
|
2022
Q1 | $50.7M | Sell |
264,718
-2,712
| -1% | -$544K | 0.11% | 189 |
|
|
2021
Q4 | $53.8M | Buy |
267,430
+9,970
| +4% | +$2.11M | 0.12% | 183 |
|
|
2021
Q3 | $56.6M | Sell |
257,460
-84,785
| -25% | -$18.9M | 0.14% | 164 |
|
|
2021
Q2 | $82M | Buy |
342,245
+85,769
| +33% | +$20.7M | 0.21% | 114 |
|
|
2021
Q1 | $65.3M | Buy |
256,476
+58,285
| +29% | +$13M | 0.21% | 115 |
|
|
2020
Q4 | $42.4M | Buy |
198,191
+19,973
| +11% | +$3.84M | 0.14% | 160 |
|
|
2020
Q3 | $29.5M | Sell |
178,218
-48,172
| -21% | -$8.21M | 0.11% | 173 |
|
|
2020
Q2 | $41.5M | Sell |
226,390
-5,990
| -3% | -$921K | 0.19% | 121 |
|
|
2020
Q1 | $34.7M | Sell |
232,380
-137,622
| -37% | -$37.7M | 0.2% | 119 |
|
|
2019
Q4 | $121M | Buy |
370,002
+36,584
| +11% | +$13M | 0.55% | 44 |
|
|
2019
Q3 | $127M | Buy |
333,418
+9,337
| +3% | +$3.34M | 0.66% | 34 |
|
|
2019
Q2 | $118M | Sell |
324,081
-861
| -0.3% | -$314K | 0.65% | 35 |
|
|
2019
Q1 | $124M | Buy |
324,942
+25,389
| +8% | +$9.77M | 0.65% | 35 |
|
|
2018
Q4 | $96.6M | Buy |
299,553
+16,383
| +6% | +$5.66M | 0.59% | 37 |
|
|
2018
Q3 | $105M | Buy |
283,170
+4,119
| +1% | +$1.45M | 0.51% | 44 |
|
|
2018
Q2 | $93.6M | Sell |
279,051
-1,945
| -0.7% | -$669K | 0.52% | 44 |
|
|
2018
Q1 | $92.1M | Buy |
280,996
+12,639
| +5% | +$4.27M | 0.62% | 39 |
|
|
2017
Q4 | $79.1M | Buy |
268,357
+2,907
| +1% | +$787K | 0.52% | 47 |
|
|
2017
Q3 | $67.5M | Buy |
265,450
+561
| +0.2% | +$131K | 0.49% | 57 |
|
|
2017
Q2 | $52.4M | Sell |
264,889
-7,895
| -3% | -$1.47M | 0.4% | 68 |
|
|
2017
Q1 | $48.2M | Buy |
272,784
+1,599
| +0.6% | +$272K | 0.37% | 74 |
|
|
2016
Q4 | $42.2M | Buy |
271,185
+3,847
| +1% | +$562K | 0.37% | 72 |
|
|
2016
Q3 | $35.2M | Sell |
267,338
-1,084
| -0.4% | -$143K | 0.33% | 82 |
|
|
2016
Q2 | $34.9M | Sell |
268,422
-14,376
| -5% | -$1.87M | 0.34% | 83 |
|
|
2016
Q1 | $35.9M | Sell |
282,798
-18,234
| -6% | -$2.26M | 0.34% | 80 |
|
|
2015
Q4 | $43.5M | Buy |
301,032
+36,186
| +14% | +$5.21M | 0.45% | 61 |
|
|
2015
Q3 | $34.7M | Buy |
264,846
+54,538
| +26% | +$7.56M | 0.44% | 65 |
|
|
2015
Q2 | $29.2M | Sell |
210,308
-128,698
| -38% | -$18.8M | 0.33% | 82 |
|
|
2015
Q1 | $50.9M | Buy |
339,006
+12,185
| +4% | +$1.77M | 0.58% | 47 |
|
|
2014
Q4 | $42.5M | Buy |
326,821
+29,648
| +10% | +$3.76M | 0.51% | 57 |
|
|
2014
Q3 | $37.9M | Buy |
297,173
+258,305
| +665% | +$32.5M | 0.49% | 56 |
|
|
2014
Q2 | $4.95M | Buy |
38,868
+3,131
| +9% | +$409K | 0.08% | 207 |
|
|
2014
Q1 | $4.49M | Buy |
35,737
+1,702
| +5% | +$222K | 0.08% | 202 |
|
|
2013
Q4 | $4.64M | Buy |
34,035
+7,361
| +28% | +$957K | 0.09% | 190 |
|
|
2013
Q3 | $3.13M | Buy |
26,674
+2,873
| +12% | +$309K | 0.07% | 209 |
|
|
2013
Q2 | $2.44M | Buy |
+23,801
| New | +$2.26M | 0.06% | 226 |
|
Other funds holding BA
JP Morgan Private Wealth Advisors's BA Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Boeing (BA) stake by 6.8% in Q3 2023, selling an estimated $3.34M and leaving 209,499 shares worth $40.2M. The position accounts for 0.11% of the portfolio, ranked #185.
JP Morgan Private Wealth Advisors first reported a position in BA in Q2 2013 and has held it in 42 quarters since. The position peaked at $127M in Q3 2019. 2,196 funds tracked by Wall St. Rank hold BA as of Q3 2023.
- JP Morgan Private Wealth Advisors held 209,499 shares of Boeing worth $40.2M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 15,265 Boeing shares in Q3 2023, an estimated $3.34M.
- Boeing made up 0.11% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #185 holding.
- JP Morgan Private Wealth Advisors first reported a position in Boeing in Q2 2013 and has held it in 42 quarters since.
- JP Morgan Private Wealth Advisors's Boeing position peaked at $127M in Q3 2019.
- 2,196 funds tracked by Wall St. Rank held Boeing as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.