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JP Morgan Private Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BMY Stock Details BMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$25.1M Sell
433,312
-140,345
-24% -$8.6M 0.07% 247
2023
Q2 		$36.7M Sell
573,657
-301,125
-34% -$20.2M 0.19% 109
2023
Q1 		$60.6M Sell
874,782
-41,710
-5% -$2.94M 0.13% 169
2022
Q4 		$65.9M Buy
916,492
+40,855
+5% +$3.08M 0.15% 145
2022
Q3 		$62.2M Buy
875,637
+59,663
+7% +$4.33M 0.16% 141
2022
Q2 		$62.8M Buy
815,974
+150,973
+23% +$11.5M 0.16% 143
2022
Q1 		$48.6M Buy
665,001
+20,451
+3% +$1.37M 0.11% 195
2021
Q4 		$40.2M Sell
644,550
-33,127
-5% -$1.94M 0.09% 212
2021
Q3 		$40.1M Sell
677,677
-503,640
-43% -$33.2M 0.1% 206
2021
Q2 		$78.9M Sell
1,181,317
-13,783
-1% -$899K 0.2% 121
2021
Q1 		$75.4M Sell
1,195,100
-47,711
-4% -$2.97M 0.24% 104
2020
Q4 		$77.1M Sell
1,242,811
-17,130
-1% -$1.05M 0.25% 100
2020
Q3 		$76M Buy
1,259,941
+70,847
+6% +$4.26M 0.3% 82
2020
Q2 		$69.9M Buy
1,189,094
+100,219
+9% +$5.99M 0.32% 80
2020
Q1 		$60.7M Sell
1,088,875
-14,717
-1% -$900K 0.34% 76
2019
Q4 		$70.8M Buy
1,103,592
+275,176
+33% +$15.8M 0.32% 81
2019
Q3 		$42M Buy
828,416
+153,758
+23% +$7.23M 0.22% 112
2019
Q2 		$30.6M Sell
674,658
-79,200
-11% -$3.69M 0.17% 136
2019
Q1 		$36M Buy
753,858
+177,440
+31% +$8.84M 0.19% 121
2018
Q4 		$30M Buy
576,418
+248
+0% +$13.3K 0.18% 128
2018
Q3 		$35.8M Sell
576,170
-28,567
-5% -$1.7M 0.17% 134
2018
Q2 		$33.5M Buy
604,737
+47,545
+9% +$2.57M 0.19% 130
2018
Q1 		$35.2M Buy
557,192
+81,856
+17% +$5.27M 0.24% 102
2017
Q4 		$29.1M Buy
475,336
+24,612
+5% +$1.54M 0.19% 124
2017
Q3 		$28.7M Buy
450,724
+133,778
+42% +$7.81M 0.21% 116
2017
Q2 		$17.7M Buy
316,946
+31,325
+11% +$1.7M 0.13% 160
2017
Q1 		$15.5M Buy
285,621
+49,388
+21% +$2.71M 0.12% 172
2016
Q4 		$13.8M Sell
236,233
-14,142
-6% -$773K 0.12% 171
2016
Q3 		$13.5M Buy
250,375
+10,365
+4% +$666K 0.13% 168
2016
Q2 		$17.7M Buy
240,010
+689
+0.3% +$48.7K 0.17% 133
2016
Q1 		$15.3M Buy
239,321
+51,447
+27% +$3.24M 0.15% 135
2015
Q4 		$12.9M Buy
187,874
+13,467
+8% +$890K 0.13% 157
2015
Q3 		$10.3M Sell
174,407
-20,138
-10% -$1.28M 0.13% 158
2015
Q2 		$12.9M Buy
194,545
+21,265
+12% +$1.4M 0.15% 158
2015
Q1 		$11.2M Buy
173,280
+5,397
+3% +$338K 0.13% 170
2014
Q4 		$9.91M Buy
167,883
+7,701
+5% +$434K 0.12% 185
2014
Q3 		$8.2M Buy
160,182
+22,461
+16% +$1.12M 0.11% 198
2014
Q2 		$6.68M Buy
137,721
+17,944
+15% +$884K 0.11% 181
2014
Q1 		$6.22M Buy
119,777
+7,907
+7% +$421K 0.11% 178
2013
Q4 		$5.95M Buy
111,870
+23,533
+27% +$1.2M 0.12% 176
2013
Q3 		$4.09M Sell
88,337
-5,211
-6% -$229K 0.09% 195
2013
Q2 		$4.18M Buy
+93,548
New +$4.06M 0.1% 184

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

JP Morgan Private Wealth Advisors's BMY Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 24% in Q3 2023, selling an estimated $8.6M and leaving 433,312 shares worth $25.1M. The position accounts for 0.07% of the portfolio, ranked #247.

JP Morgan Private Wealth Advisors first reported a position in BMY in Q2 2013 and has held it in 42 quarters since. The position peaked at $78.9M in Q2 2021. 2,389 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 433,312 shares of Bristol-Myers Squibb worth $25.1M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 140,345 Bristol-Myers Squibb shares in Q3 2023, an estimated $8.6M.
  • Bristol-Myers Squibb made up 0.07% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #247 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's Bristol-Myers Squibb position peaked at $78.9M in Q2 2021.
  • 2,389 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.