JP Morgan Private Wealth Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $205K | Sell |
|
|||||
|
2022
Q4 | $292K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $245K | Sell |
|
|||||
|
2022
Q1 | $382K | Sell |
|
|||||
|
2021
Q4 | $1.51M | Buy |
|
|||||
|
2021
Q3 | $1.32M | Sell |
|
|||||
|
2021
Q2 | $1.51M | Buy |
|
|||||
|
2021
Q1 | $1.23M | Sell |
|
|||||
|
2020
Q4 | $1.12M | Buy |
|
|||||
|
2020
Q3 | $900K | Sell |
|
|||||
|
2020
Q2 | $1.04M | Sell |
|
|||||
|
2020
Q1 | $1.11M | Sell |
|
|||||
|
2019
Q4 | $2.04M | Sell |
|
|||||
|
2019
Q3 | $2.89M | Buy |
|
|||||
|
2019
Q2 | $3.17M | Buy |
|
|||||
|
2019
Q1 | $2.89M | Buy |
|
|||||
|
2018
Q4 | $1.99M | Buy |
|
|||||
|
2018
Q3 | $1.92M | Buy |
|
|||||
|
2018
Q2 | $1.96M | Sell |
|
|||||
|
2018
Q1 | $4.18M | Sell |
|
|||||
|
2017
Q4 | $5.96M | Buy |
|
|||||
|
2017
Q3 | $4.47M | Buy |
|
|||||
|
2017
Q2 | $2.79M | Buy |
|
|||||
|
2017
Q1 | $2.2M | Buy |
|
|||||
|
2016
Q4 | $1.88M | Sell |
|
|||||
|
2016
Q3 | $1.72M | Sell |
|
|||||
|
2016
Q2 | $1.79M | Buy |
|
|||||
|
2016
Q1 | $1.2M | Sell |
|
|||||
|
2015
Q4 | $1.22M | Buy |
|
|||||
|
2015
Q3 | $884K | Sell |
|
|||||
|
2015
Q2 | $1.29M | Buy |
|
|||||
|
2015
Q1 | $900K | Sell |
|
|||||
|
2014
Q4 | $1.63M | Buy |
|
|||||
|
2014
Q3 | $1.18M | Buy |
|
|||||
|
2014
Q2 | $1.23M | Sell |
|
|||||
|
2014
Q1 | $1.22M | Sell |
|
|||||
|
2013
Q4 | $1.35M | Sell |
|
|||||
|
2013
Q3 | $1.25M | Buy |
|
|||||
|
2013
Q2 | $1.11M | Buy |
|