JP Morgan Private Wealth Advisors’s Globe Life GL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $949K | Buy |
8,730
+961
| +12% | +$107K | ﹤0.01% | 994 |
|
|
2023
Q2 | $852K | Sell |
7,769
-8,440
| -52% | -$907K | ﹤0.01% | 815 |
|
|
2023
Q1 | $1.78M | Sell |
16,209
-4,439
| -21% | -$521K | ﹤0.01% | 922 |
|
|
2022
Q4 | $2.49M | Sell |
20,648
-607
| -3% | -$69.4K | 0.01% | 771 |
|
|
2022
Q3 | $2.12M | Buy |
21,255
+686
| +3% | +$68.8K | 0.01% | 818 |
|
|
2022
Q2 | $2M | Buy |
20,569
+1,694
| +9% | +$166K | 0.01% | 852 |
|
|
2022
Q1 | $1.9M | Sell |
18,875
-65
| -0.3% | -$6.59K | ﹤0.01% | 920 |
|
|
2021
Q4 | $1.77M | Buy |
18,940
+2,531
| +15% | +$234K | ﹤0.01% | 962 |
|
|
2021
Q3 | $1.46M | Buy |
16,409
+330
| +2% | +$30.8K | ﹤0.01% | 1036 |
|
|
2021
Q2 | $1.53M | Sell |
16,079
-367
| -2% | -$37.6K | ﹤0.01% | 996 |
|
|
2021
Q1 | $1.59M | Sell |
16,446
-822
| -5% | -$78.8K | 0.01% | 850 |
|
|
2020
Q4 | $1.64M | Sell |
17,268
-27,579
| -61% | -$2.46M | 0.01% | 816 |
|
|
2020
Q3 | $3.58M | Buy |
44,847
+27,202
| +154% | +$2.17M | 0.01% | 510 |
|
|
2020
Q2 | $1.31M | Buy |
17,645
+4,711
| +36% | +$357K | 0.01% | 712 |
|
|
2020
Q1 | $931K | Sell |
12,934
-577
| -4% | -$54.4K | 0.01% | 731 |
|
|
2019
Q4 | $1.42M | Buy |
13,511
+798
| +6% | +$79.6K | 0.01% | 686 |
|
|
2019
Q3 | $1.22M | Buy |
12,713
+2,318
| +22% | +$210K | 0.01% | 700 |
|
|
2019
Q2 | $930K | Sell |
10,395
-663
| -6% | -$57.8K | 0.01% | 775 |
|
|
2019
Q1 | $906K | Buy |
11,058
+519
| +5% | +$42.4K | ﹤0.01% | 829 |
|
|
2018
Q4 | $785K | Sell |
10,539
-102
| -1% | -$8.48K | ﹤0.01% | 832 |
|
|
2018
Q3 | $922K | Sell |
10,641
-1,054
| -9% | -$91.1K | ﹤0.01% | 849 |
|
|
2018
Q2 | $952K | Buy |
11,695
+76
| +0.7% | +$6.45K | 0.01% | 794 |
|
|
2018
Q1 | $978K | Sell |
11,619
-501
| -4% | -$43.8K | 0.01% | 655 |
|
|
2017
Q4 | $1.1M | Sell |
12,120
-111
| -0.9% | -$9.53K | 0.01% | 633 |
|
|
2017
Q3 | $979K | Sell |
12,231
-33
| -0.3% | -$2.57K | 0.01% | 640 |
|
|
2017
Q2 | $939K | Sell |
12,264
-66
| -0.5% | -$5.02K | 0.01% | 640 |
|
|
2017
Q1 | $950K | Buy |
12,330
+3,504
| +40% | +$266K | 0.01% | 650 |
|
|
2016
Q4 | $651K | Buy |
8,826
+95
| +1% | +$6.51K | 0.01% | 716 |
|
|
2016
Q3 | $558K | Buy |
8,731
+126
| +1% | +$7.92K | 0.01% | 752 |
|
|
2016
Q2 | $532K | Buy |
+8,605
| New | +$503K | 0.01% | 760 |
|
|
2015
Q3 | – | Sell |
-4,310
| Closed | -$251K | – | 1085 |
|
|
2015
Q2 | $251K | Sell |
4,310
-1
| -0% | -$57 | ﹤0.01% | 903 |
|
|
2015
Q1 | $237K | Buy |
4,311
+29
| +0.7% | +$1.54K | ﹤0.01% | 975 |
|
|
2014
Q4 | $232K | Sell |
4,282
-9
| -0.2% | -$477 | ﹤0.01% | 954 |
|
|
2014
Q3 | $225K | Sell |
4,291
-542
| -11% | -$29.3K | ﹤0.01% | 942 |
|
|
2014
Q2 | $264K | Sell |
4,833
-246
| -5% | -$13.2K | ﹤0.01% | 737 |
|
|
2014
Q1 | $266K | Buy |
5,079
+84
| +2% | +$4.31K | ﹤0.01% | 747 |
|
|
2013
Q4 | $260K | Buy |
+4,995
| New | +$249K | 0.01% | 558 |
|
Other funds holding GL
CB
JP Morgan Private Wealth Advisors's GL Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors increased its Globe Life (GL) stake by 12% in Q3 2023, buying an estimated $107K and bringing the position to 8,730 shares worth $949K. The position accounts for ﹤0.01% of the portfolio, ranked #994.
JP Morgan Private Wealth Advisors first reported a position in GL in Q4 2013 and has held it in 37 quarters since. The position peaked at $3.58M in Q3 2020. 543 funds tracked by Wall St. Rank hold GL as of Q3 2023.
- JP Morgan Private Wealth Advisors held 8,730 shares of Globe Life worth $949K as of Q3 2023.
- JP Morgan Private Wealth Advisors bought 961 Globe Life shares in Q3 2023, an estimated $107K.
- Globe Life made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #994 holding.
- JP Morgan Private Wealth Advisors first reported a position in Globe Life in Q4 2013 and has held it in 37 quarters since.
- JP Morgan Private Wealth Advisors's Globe Life position peaked at $3.58M in Q3 2020.
- 543 funds tracked by Wall St. Rank held Globe Life as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.