JP Morgan Private Wealth Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.42M | Sell |
13,500
-88
| -0.6% | -$15.6K | 0.01% | 681 |
|
|
2023
Q2 | $2.25M | Sell |
13,588
-1,151
| -8% | -$174K | 0.01% | 526 |
|
|
2023
Q1 | $2.16M | Buy |
14,739
+1,169
| +9% | +$167K | ﹤0.01% | 852 |
|
|
2022
Q4 | $1.82M | Sell |
13,570
-10,465
| -44% | -$1.49M | ﹤0.01% | 889 |
|
|
2022
Q3 | $3.47M | Buy |
24,035
+862
| +4% | +$140K | 0.01% | 662 |
|
|
2022
Q2 | $3.3M | Buy |
23,173
+287
| +1% | +$41.6K | 0.01% | 687 |
|
|
2022
Q1 | $3.56M | Buy |
22,886
+550
| +2% | +$84.4K | 0.01% | 707 |
|
|
2021
Q4 | $4.08M | Buy |
22,336
+2,751
| +14% | +$484K | 0.01% | 661 |
|
|
2021
Q3 | $3.26M | Sell |
19,585
-18
| -0.1% | -$3.07K | 0.01% | 713 |
|
|
2021
Q2 | $3.17M | Sell |
19,603
-3,891
| -17% | -$622K | 0.01% | 713 |
|
|
2021
Q1 | $3.6M | Sell |
23,494
-966
| -4% | -$143K | 0.01% | 590 |
|
|
2020
Q4 | $3.75M | Sell |
24,460
-155
| -0.6% | -$22.5K | 0.01% | 563 |
|
|
2020
Q3 | $3.25M | Buy |
24,615
+186
| +0.8% | +$24.9K | 0.01% | 526 |
|
|
2020
Q2 | $3.08M | Sell |
24,429
-11,844
| -33% | -$1.37M | 0.01% | 477 |
|
|
2020
Q1 | $3.44M | Buy |
36,273
+20,884
| +136% | +$2.38M | 0.02% | 428 |
|
|
2019
Q4 | $1.9M | Buy |
15,389
+1,106
| +8% | +$135K | 0.01% | 627 |
|
|
2019
Q3 | $1.78M | Buy |
14,283
+3,284
| +30% | +$423K | 0.01% | 613 |
|
|
2019
Q2 | $1.4M | Sell |
10,999
-1,321
| -11% | -$159K | 0.01% | 666 |
|
|
2019
Q1 | $1.28M | Sell |
12,320
-4,622
| -27% | -$464K | 0.01% | 719 |
|
|
2018
Q4 | $1.63M | Sell |
16,942
-5,287
| -24% | -$572K | 0.01% | 618 |
|
|
2018
Q3 | $2.93M | Buy |
22,229
+927
| +4% | +$118K | 0.01% | 546 |
|
|
2018
Q2 | $2.45M | Buy |
21,302
+17,847
| +517% | +$2.01M | 0.01% | 558 |
|
|
2018
Q1 | $379K | Buy |
3,455
+149
| +5% | +$14.8K | ﹤0.01% | 963 |
|
|
2017
Q4 | $299K | Buy |
3,306
+607
| +22% | +$53K | ﹤0.01% | 1058 |
|
|
2017
Q3 | $218K | Buy |
+2,699
| New | +$208K | ﹤0.01% | 1128 |
|
|
2016
Q3 | – | Sell |
-3,230
| Closed | -$211K | – | 1232 |
|
|
2016
Q2 | $211K | Buy |
+3,230
| New | +$200K | ﹤0.01% | 1133 |
|
|
2015
Q3 | – | Sell |
-6,050
| Closed | -$303K | – | 1067 |
|
|
2015
Q2 | $303K | Sell |
6,050
-742
| -11% | -$39.5K | ﹤0.01% | 838 |
|
|
2015
Q1 | $374K | Buy |
6,792
+165
| +2% | +$8.38K | ﹤0.01% | 811 |
|
|
2014
Q4 | $306K | Buy |
6,627
+533
| +9% | +$23.3K | ﹤0.01% | 864 |
|
|
2014
Q3 | $254K | Buy |
6,094
+1,133
| +23% | +$47.1K | ﹤0.01% | 894 |
|
|
2014
Q2 | $207K | Buy |
+4,961
| New | +$194K | ﹤0.01% | 815 |
|
Other funds holding BR
JP Morgan Private Wealth Advisors's BR Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Broadridge (BR) stake by 0.65% in Q3 2023, selling an estimated $15.6K and leaving 13,500 shares worth $2.42M. The position accounts for 0.01% of the portfolio, ranked #681.
JP Morgan Private Wealth Advisors first reported a position in BR in Q2 2014 and has held it in 31 quarters since. The position peaked at $4.08M in Q4 2021. 853 funds tracked by Wall St. Rank hold BR as of Q3 2023.
- JP Morgan Private Wealth Advisors held 13,500 shares of Broadridge worth $2.42M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 88 Broadridge shares in Q3 2023, an estimated $15.6K.
- Broadridge made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #681 holding.
- JP Morgan Private Wealth Advisors first reported a position in Broadridge in Q2 2014 and has held it in 31 quarters since.
- JP Morgan Private Wealth Advisors's Broadridge position peaked at $4.08M in Q4 2021.
- 853 funds tracked by Wall St. Rank held Broadridge as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.