JP Morgan Private Wealth Advisors’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $11.9M | Buy |
+90,662
| New | +$13.8M | 0.03% | 346 |
|
|
2023
Q2 | – | Sell |
-55,158
| Closed | -$8.73M | – | 1553 |
|
|
2023
Q1 | $8.73M | Sell |
55,158
-900
| -2% | -$135K | 0.02% | 460 |
|
|
2022
Q4 | $7.87M | Buy |
56,058
+730
| +1% | +$104K | 0.02% | 476 |
|
|
2022
Q3 | $7.1M | Sell |
55,328
-1,040
| -2% | -$150K | 0.02% | 466 |
|
|
2022
Q2 | $7.95M | Sell |
56,368
-698
| -1% | -$99.7K | 0.02% | 462 |
|
|
2022
Q1 | $7.93M | Buy |
57,066
+1,529
| +3% | +$234K | 0.02% | 502 |
|
|
2021
Q4 | $9.68M | Sell |
55,537
-21,098
| -28% | -$3.52M | 0.02% | 441 |
|
|
2021
Q3 | $12.7M | Sell |
76,635
-28,568
| -27% | -$4.92M | 0.03% | 383 |
|
|
2021
Q2 | $18.9M | Sell |
105,203
-4,248
| -4% | -$775K | 0.05% | 316 |
|
|
2021
Q1 | $21.1M | Sell |
109,451
-18,820
| -15% | -$3.62M | 0.07% | 263 |
|
|
2020
Q4 | $25.9M | Sell |
128,271
-13,630
| -10% | -$2.82M | 0.08% | 219 |
|
|
2020
Q3 | $29.8M | Sell |
141,901
-2,198
| -2% | -$489K | 0.12% | 170 |
|
|
2020
Q2 | $31.6M | Buy |
144,099
+7,269
| +5% | +$1.45M | 0.14% | 148 |
|
|
2020
Q1 | $23.7M | Buy |
136,830
+25,118
| +22% | +$4.15M | 0.13% | 149 |
|
|
2019
Q4 | $17.2M | Buy |
111,712
+2,072
| +2% | +$310K | 0.08% | 226 |
|
|
2019
Q3 | $16.7M | Buy |
109,640
+767
| +0.7% | +$121K | 0.09% | 211 |
|
|
2019
Q2 | $16.7M | Sell |
108,873
-4,396
| -4% | -$672K | 0.09% | 207 |
|
|
2019
Q1 | $18.2M | Sell |
113,269
-446
| -0.4% | -$69.2K | 0.09% | 205 |
|
|
2018
Q4 | $17.5M | Sell |
113,715
-7,299
| -6% | -$1.14M | 0.11% | 189 |
|
|
2018
Q3 | $18.2M | Sell |
121,014
-10,539
| -8% | -$1.5M | 0.09% | 213 |
|
|
2018
Q2 | $17.8M | Sell |
131,553
-20,461
| -13% | -$2.53M | 0.1% | 196 |
|
|
2018
Q1 | $20.2M | Sell |
152,014
-6,731
| -4% | -$904K | 0.14% | 155 |
|
|
2017
Q4 | $23.6M | Sell |
158,745
-6,643
| -4% | -$904K | 0.16% | 149 |
|
|
2017
Q3 | $21.8M | Sell |
165,388
-23,105
| -12% | -$3.1M | 0.16% | 148 |
|
|
2017
Q2 | $25.1M | Sell |
188,493
-62,041
| -25% | -$8.37M | 0.19% | 129 |
|
|
2017
Q1 | $33.8M | Buy |
250,534
+7,084
| +3% | +$918K | 0.26% | 98 |
|
|
2016
Q4 | $29.2M | Buy |
243,450
+59,283
| +32% | +$6.99M | 0.25% | 99 |
|
|
2016
Q3 | $23.1M | Sell |
184,167
-55
| -0% | -$7.2K | 0.21% | 115 |
|
|
2016
Q2 | $25.5M | Sell |
184,222
-16,011
| -8% | -$2.08M | 0.25% | 104 |
|
|
2016
Q1 | $25.2M | Buy |
200,233
+10,868
| +6% | +$1.38M | 0.24% | 102 |
|
|
2015
Q4 | $24M | Buy |
189,365
+4,254
| +2% | +$528K | 0.25% | 108 |
|
|
2015
Q3 | $21.4M | Sell |
185,111
-8,362
| -4% | -$939K | 0.27% | 103 |
|
|
2015
Q2 | $20.1M | Sell |
193,473
-14,362
| -7% | -$1.55M | 0.23% | 115 |
|
|
2015
Q1 | $22.9M | Buy |
207,835
+2,563
| +1% | +$278K | 0.26% | 103 |
|
|
2014
Q4 | $21.4M | Sell |
205,272
-2,833
| -1% | -$283K | 0.26% | 106 |
|
|
2014
Q3 | $20M | Sell |
208,105
-5,950
| -3% | -$538K | 0.26% | 106 |
|
|
2014
Q2 | $19.6M | Buy |
214,055
+18,849
| +10% | +$1.69M | 0.33% | 91 |
|
|
2014
Q1 | $17.2M | Buy |
195,206
+12,277
| +7% | +$1.08M | 0.31% | 93 |
|
|
2013
Q4 | $17M | Buy |
182,929
+4,539
| +3% | +$409K | 0.34% | 89 |
|
|
2013
Q3 | $14.6M | Buy |
178,390
+11,173
| +7% | +$943K | 0.33% | 92 |
|
|
2013
Q2 | $13.9M | Buy |
+167,217
| New | +$14.4M | 0.34% | 89 |
|
Other funds holding CLX
JP Morgan Private Wealth Advisors's CLX Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Clorox (CLX) in Q3 2023: 90,662 shares worth $11.9M. The stake represents 0.03% of the portfolio and ranks #346 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in CLX as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in CLX in Q2 2013 and has held it in 41 quarters since. The position peaked at $33.8M in Q1 2017. 1,065 funds tracked by Wall St. Rank hold CLX as of Q3 2023.
- JP Morgan Private Wealth Advisors held 90,662 shares of Clorox worth $11.9M as of Q3 2023.
- Clorox was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Clorox made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #346 holding.
- JP Morgan Private Wealth Advisors first reported a position in Clorox in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Clorox position peaked at $33.8M in Q1 2017.
- 1,065 funds tracked by Wall St. Rank held Clorox as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.