JP Morgan Private Wealth Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $10.9M | Buy |
+280,419
| New | +$10.4M | 0.03% | 366 |
|
|
2023
Q2 | – | Sell |
-310,453
| Closed | -$11.8M | – | 1534 |
|
|
2023
Q1 | $11.8M | Sell |
310,453
-35,184
| -10% | -$1.31M | 0.03% | 399 |
|
|
2022
Q4 | $12.1M | Sell |
345,637
-14,955
| -4% | -$498K | 0.03% | 389 |
|
|
2022
Q3 | $10.3M | Sell |
360,592
-4,243
| -1% | -$126K | 0.03% | 393 |
|
|
2022
Q2 | $10.3M | Sell |
364,835
-11,926
| -3% | -$365K | 0.03% | 395 |
|
|
2022
Q1 | $11.1M | Buy |
376,761
+311
| +0.1% | +$9.48K | 0.02% | 414 |
|
|
2021
Q4 | $10M | Sell |
376,450
-80,129
| -18% | -$2.22M | 0.02% | 435 |
|
|
2021
Q3 | $12.5M | Buy |
456,579
+48,882
| +12% | +$1.22M | 0.03% | 386 |
|
|
2021
Q2 | $10.8M | Buy |
407,697
+50,682
| +14% | +$1.33M | 0.03% | 404 |
|
|
2021
Q1 | $8.69M | Buy |
357,015
+105,642
| +42% | +$2.54M | 0.03% | 393 |
|
|
2020
Q4 | $5.16M | Sell |
251,373
-8,004
| -3% | -$151K | 0.02% | 470 |
|
|
2020
Q3 | $4.53M | Sell |
259,377
-267,266
| -51% | -$5.79M | 0.02% | 448 |
|
|
2020
Q2 | $12.3M | Buy |
526,643
+29,030
| +6% | +$697K | 0.06% | 259 |
|
|
2020
Q1 | $12.1M | Buy |
497,613
+34,121
| +7% | +$1.1M | 0.07% | 233 |
|
|
2019
Q4 | $17.5M | Buy |
463,492
+197,690
| +74% | +$7.51M | 0.08% | 220 |
|
|
2019
Q3 | $10.1M | Buy |
265,802
+21,151
| +9% | +$807K | 0.05% | 288 |
|
|
2019
Q2 | $10M | Sell |
244,651
-16,301
| -6% | -$684K | 0.06% | 280 |
|
|
2019
Q1 | $11.2M | Buy |
260,952
+12,520
| +5% | +$513K | 0.06% | 271 |
|
|
2018
Q4 | $9.13M | Buy |
248,432
+15,078
| +6% | +$602K | 0.06% | 271 |
|
|
2018
Q3 | $10.3M | Buy |
233,354
+41,650
| +22% | +$1.74M | 0.05% | 292 |
|
|
2018
Q2 | $8.24M | Buy |
191,704
+28,564
| +18% | +$1.2M | 0.05% | 306 |
|
|
2018
Q1 | $6.14M | Buy |
163,140
+7,525
| +5% | +$283K | 0.04% | 296 |
|
|
2017
Q4 | $5.99M | Sell |
155,615
-1,668
| -1% | -$60.4K | 0.04% | 305 |
|
|
2017
Q3 | $5.45M | Buy |
157,283
+12,470
| +9% | +$396K | 0.04% | 306 |
|
|
2017
Q2 | $4.45M | Sell |
144,813
-55,667
| -28% | -$1.73M | 0.03% | 319 |
|
|
2017
Q1 | $6.04M | Buy |
200,480
+29,002
| +17% | +$882K | 0.05% | 281 |
|
|
2016
Q4 | $5.49M | Buy |
171,478
+2,652
| +2% | +$79.8K | 0.05% | 264 |
|
|
2016
Q3 | $5M | Sell |
168,826
-198
| -0.1% | -$5.75K | 0.05% | 278 |
|
|
2016
Q2 | $5.05M | Sell |
169,024
-14,544
| -8% | -$392K | 0.05% | 268 |
|
|
2016
Q1 | $4.66M | Buy |
183,568
+40,023
| +28% | +$1.01M | 0.04% | 259 |
|
|
2015
Q4 | $3.77M | Sell |
143,545
-1,561
| -1% | -$44.4K | 0.04% | 267 |
|
|
2015
Q3 | $3.73M | Sell |
145,106
-445,469
| -75% | -$13.1M | 0.05% | 255 |
|
|
2015
Q2 | $19.9M | Sell |
590,575
-13,106
| -2% | -$459K | 0.23% | 119 |
|
|
2015
Q1 | $19.6M | Buy |
603,681
+12,096
| +2% | +$396K | 0.22% | 118 |
|
|
2014
Q4 | $18.7M | Sell |
591,585
-10,765
| -2% | -$362K | 0.22% | 116 |
|
|
2014
Q3 | $21.7M | Buy |
602,350
+491,931
| +446% | +$19.5M | 0.28% | 96 |
|
|
2014
Q2 | $4.76M | Sell |
110,419
-1,850
| -2% | -$76.3K | 0.08% | 208 |
|
|
2014
Q1 | $4.42M | Buy |
112,269
+8,541
| +8% | +$337K | 0.08% | 204 |
|
|
2013
Q4 | $4.12M | Sell |
103,728
-314
| -0.3% | -$11.7K | 0.08% | 199 |
|
|
2013
Q3 | $3.58M | Buy |
104,042
+841
| +0.8% | +$28.9K | 0.08% | 204 |
|
|
2013
Q2 | $3.52M | Buy |
+103,201
| New | +$3.59M | 0.09% | 196 |
|
Other funds holding BP
JP Morgan Private Wealth Advisors's BP Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in BP (BP) in Q3 2023: 280,419 shares worth $10.9M. The stake represents 0.03% of the portfolio and ranks #366 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in BP as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in BP in Q2 2013 and has held it in 41 quarters since. The position peaked at $21.7M in Q3 2014. 1,137 funds tracked by Wall St. Rank hold BP as of Q3 2023.
- JP Morgan Private Wealth Advisors held 280,419 shares of BP worth $10.9M as of Q3 2023.
- BP was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- BP made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #366 holding.
- JP Morgan Private Wealth Advisors first reported a position in BP in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's BP position peaked at $21.7M in Q3 2014.
- 1,137 funds tracked by Wall St. Rank held BP as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.