JP Morgan Private Wealth Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.74M | Sell |
|
|||||
|
2023
Q2 | $2.2M | Sell |
|
|||||
|
2023
Q1 | $2.73M | Buy |
|
|||||
|
2022
Q4 | $2.57M | Buy |
|
|||||
|
2022
Q3 | $2.28M | Sell |
|
|||||
|
2022
Q2 | $2.75M | Buy |
|
|||||
|
2022
Q1 | $3.06M | Buy |
|
|||||
|
2021
Q4 | $2.37M | Buy |
|
|||||
|
2021
Q3 | $1.93M | Buy |
|
|||||
|
2021
Q2 | $1.61M | Sell |
|
|||||
|
2021
Q1 | $1.93M | Sell |
|
|||||
|
2020
Q4 | $16.7M | Buy |
|
|||||
|
2020
Q3 | $14.3M | Buy |
|
|||||
|
2020
Q2 | $12.4M | Buy |
|
|||||
|
2020
Q1 | $8.55M | Buy |
|
|||||
|
2019
Q4 | $8.37M | Buy |
|
|||||
|
2019
Q3 | $7.08M | Buy |
|
|||||
|
2019
Q2 | $6.92M | Sell |
|
|||||
|
2019
Q1 | $6.03M | Buy |
|
|||||
|
2018
Q4 | $4.45M | Buy |
|
|||||
|
2018
Q3 | $4.56M | Buy |
|
|||||
|
2018
Q2 | $3.49M | Buy |
|
|||||
|
2018
Q1 | $683K | Sell |
|
|||||
|
2017
Q4 | $716K | Sell |
|
|||||
|
2017
Q3 | $710K | Buy |
|
|||||
|
2017
Q2 | $600K | Sell |
|
|||||
|
2017
Q1 | $595K | Buy |
|
|||||
|
2016
Q4 | $570K | Sell |
|
|||||
|
2016
Q3 | $585K | Buy |
|
|||||
|
2016
Q2 | $539K | Sell |
|
|||||
|
2016
Q1 | $542K | Sell |
|
|||||
|
2015
Q4 | $631K | Buy |
|
|||||
|
2015
Q3 | $531K | Sell |
|
|||||
|
2015
Q2 | $546K | Buy |
|
|||||
|
2015
Q1 | $464K | Sell |
|
|||||
|
2014
Q4 | $510K | Buy |
|
|||||
|
2014
Q3 | $433K | Buy |
|
|||||
|
2014
Q2 | $416K | Buy |
|
|||||
|
2014
Q1 | $373K | Buy |
|
|||||
|
2013
Q4 | $280K | Buy |
|
|||||
|
2013
Q3 | – | Sell |
|
|||||
|
2013
Q2 | $206K | Buy |
|