JP Morgan Private Wealth Advisors’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $615K | Sell |
9,711
-1,889
| -16% | -$132K | ﹤0.01% | 1158 |
|
|
2023
Q2 | $806K | Sell |
11,600
-5,852
| -34% | -$412K | ﹤0.01% | 841 |
|
|
2023
Q1 | $1.23M | Sell |
17,452
-7,600
| -30% | -$513K | ﹤0.01% | 1073 |
|
|
2022
Q4 | $1.59M | Buy |
25,052
+8,265
| +49% | +$507K | ﹤0.01% | 932 |
|
|
2022
Q3 | $950K | Buy |
16,787
+507
| +3% | +$33.6K | ﹤0.01% | 1162 |
|
|
2022
Q2 | $1.03M | Sell |
16,280
-372
| -2% | -$25.2K | ﹤0.01% | 1137 |
|
|
2022
Q1 | $1.17M | Sell |
16,652
-1,949
| -10% | -$124K | ﹤0.01% | 1140 |
|
|
2021
Q4 | $1.27M | Buy |
18,601
+1,775
| +11% | +$113K | ﹤0.01% | 1117 |
|
|
2021
Q3 | $933K | Sell |
16,826
-1,584
| -9% | -$90.9K | ﹤0.01% | 1245 |
|
|
2021
Q2 | $1.06M | Buy |
18,410
+2,438
| +15% | +$142K | ﹤0.01% | 1166 |
|
|
2021
Q1 | $936K | Sell |
15,972
-2,887
| -15% | -$169K | ﹤0.01% | 1072 |
|
|
2020
Q4 | $1.19M | Buy |
18,859
+472
| +3% | +$28.4K | ﹤0.01% | 936 |
|
|
2020
Q3 | $935K | Sell |
18,387
-3,765
| -17% | -$200K | ﹤0.01% | 911 |
|
|
2020
Q2 | $1.2M | Buy |
22,152
+3,415
| +18% | +$196K | 0.01% | 744 |
|
|
2020
Q1 | $1.03M | Sell |
18,737
-2,083
| -10% | -$144K | 0.01% | 709 |
|
|
2019
Q4 | $1.57M | Buy |
20,820
+3,618
| +21% | +$256K | 0.01% | 661 |
|
|
2019
Q3 | $1.3M | Buy |
17,202
+2,721
| +19% | +$196K | 0.01% | 683 |
|
|
2019
Q2 | $976K | Sell |
14,481
-1,430
| -9% | -$88.8K | 0.01% | 760 |
|
|
2019
Q1 | $985K | Sell |
15,911
-2,266
| -12% | -$135K | 0.01% | 802 |
|
|
2018
Q4 | $1.03M | Sell |
18,177
-810
| -4% | -$50.4K | 0.01% | 743 |
|
|
2018
Q3 | $1.28M | Buy |
18,987
+2,690
| +17% | +$180K | 0.01% | 749 |
|
|
2018
Q2 | $1.03M | Sell |
16,297
-3,996
| -20% | -$249K | 0.01% | 762 |
|
|
2018
Q1 | $1.29M | Buy |
20,293
+1,037
| +5% | +$63.9K | 0.01% | 589 |
|
|
2017
Q4 | $1.22M | Sell |
19,256
-1,672
| -8% | -$128K | 0.01% | 607 |
|
|
2017
Q3 | $1.61M | Sell |
20,928
-4,851
| -19% | -$384K | 0.01% | 514 |
|
|
2017
Q2 | $2.02M | Buy |
25,779
+2,123
| +9% | +$170K | 0.02% | 458 |
|
|
2017
Q1 | $1.88M | Buy |
23,656
+1,959
| +9% | +$149K | 0.01% | 477 |
|
|
2016
Q4 | $1.56M | Buy |
21,697
+2,371
| +12% | +$167K | 0.01% | 484 |
|
|
2016
Q3 | $1.4M | Sell |
19,326
-609
| -3% | -$45.7K | 0.01% | 516 |
|
|
2016
Q2 | $1.55M | Buy |
19,935
+4,148
| +26% | +$298K | 0.02% | 499 |
|
|
2016
Q1 | $1.14M | Sell |
15,787
-584
| -4% | -$37.9K | 0.01% | 521 |
|
|
2015
Q4 | $969K | Buy |
16,371
+507
| +3% | +$31K | 0.01% | 533 |
|
|
2015
Q3 | $1M | Buy |
15,864
+1,404
| +10% | +$83.4K | 0.01% | 470 |
|
|
2015
Q2 | $804K | Sell |
14,460
-257
| -2% | -$15.4K | 0.01% | 553 |
|
|
2015
Q1 | $919K | Buy |
14,717
+729
| +5% | +$47.5K | 0.01% | 544 |
|
|
2014
Q4 | $916K | Buy |
13,988
+550
| +4% | +$34.2K | 0.01% | 548 |
|
|
2014
Q3 | $751K | Sell |
13,438
-934
| -6% | -$53.3K | 0.01% | 584 |
|
|
2014
Q2 | $835K | Sell |
14,372
-796
| -5% | -$44.6K | 0.01% | 444 |
|
|
2014
Q1 | $859K | Buy |
15,168
+481
| +3% | +$24K | 0.02% | 430 |
|
|
2013
Q4 | $680K | Buy |
14,687
+76
| +0.5% | +$3.59K | 0.01% | 404 |
|
|
2013
Q3 | $673K | Sell |
14,611
-1,016
| -7% | -$48K | 0.02% | 388 |
|
|
2013
Q2 | $753K | Buy |
+15,627
| New | +$771K | 0.02% | 357 |
|
Other funds holding EIX
JP Morgan Private Wealth Advisors's EIX Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Edison International (EIX) stake by 16% in Q3 2023, selling an estimated $132K and leaving 9,711 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.
JP Morgan Private Wealth Advisors first reported a position in EIX in Q2 2013 and has held it in 42 quarters since. The position peaked at $2.02M in Q2 2017. 763 funds tracked by Wall St. Rank hold EIX as of Q3 2023.
- JP Morgan Private Wealth Advisors held 9,711 shares of Edison International worth $615K as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 1,889 Edison International shares in Q3 2023, an estimated $132K.
- Edison International made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1158 holding.
- JP Morgan Private Wealth Advisors first reported a position in Edison International in Q2 2013 and has held it in 42 quarters since.
- JP Morgan Private Wealth Advisors's Edison International position peaked at $2.02M in Q2 2017.
- 763 funds tracked by Wall St. Rank held Edison International as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.