JP Morgan Private Wealth Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $207M | Buy |
+685,763
| New | +$221M | 0.59% | 32 |
|
|
2023
Q2 | – | Sell |
-881,260
| Closed | -$260M | – | 1650 |
|
|
2023
Q1 | $260M | Sell |
881,260
-11,448
| -1% | -$3.51M | 0.55% | 37 |
|
|
2022
Q4 | $282M | Sell |
892,708
-10,423
| -1% | -$3.18M | 0.63% | 31 |
|
|
2022
Q3 | $249M | Buy |
903,131
+48,385
| +6% | +$14.3M | 0.65% | 30 |
|
|
2022
Q2 | $234M | Buy |
854,746
+17,377
| +2% | +$5.13M | 0.6% | 34 |
|
|
2022
Q1 | $251M | Sell |
837,369
-72,434
| -8% | -$25.1M | 0.54% | 39 |
|
|
2021
Q4 | $378M | Buy |
909,803
+40,314
| +5% | +$15.3M | 0.81% | 19 |
|
|
2021
Q3 | $285M | Buy |
869,489
+31,865
| +4% | +$10.5M | 0.7% | 23 |
|
|
2021
Q2 | $267M | Buy |
837,624
+102,148
| +14% | +$32.5M | 0.69% | 24 |
|
|
2021
Q1 | $225M | Sell |
735,476
-99,525
| -12% | -$27.4M | 0.73% | 22 |
|
|
2020
Q4 | $222M | Buy |
835,001
+33,642
| +4% | +$9.25M | 0.72% | 23 |
|
|
2020
Q3 | $223M | Buy |
801,359
+47,718
| +6% | +$12.9M | 0.87% | 16 |
|
|
2020
Q2 | $189M | Buy |
753,641
+10,851
| +1% | +$2.48M | 0.86% | 16 |
|
|
2020
Q1 | $139M | Sell |
742,790
-10,214
| -1% | -$2.24M | 0.79% | 24 |
|
|
2019
Q4 | $164M | Buy |
753,004
+29,365
| +4% | +$6.65M | 0.75% | 24 |
|
|
2019
Q3 | $168M | Buy |
723,639
+59,873
| +9% | +$13.1M | 0.87% | 22 |
|
|
2019
Q2 | $138M | Buy |
663,766
+1,497
| +0.2% | +$299K | 0.76% | 26 |
|
|
2019
Q1 | $127M | Buy |
662,269
+18,055
| +3% | +$3.31M | 0.66% | 33 |
|
|
2018
Q4 | $111M | Buy |
644,214
+34,865
| +6% | +$6.25M | 0.67% | 34 |
|
|
2018
Q3 | $126M | Buy |
609,349
+9,548
| +2% | +$1.92M | 0.62% | 33 |
|
|
2018
Q2 | $117M | Buy |
599,801
+37,946
| +7% | +$7.09M | 0.66% | 29 |
|
|
2018
Q1 | $100M | Buy |
561,855
+16,033
| +3% | +$3.01M | 0.68% | 32 |
|
|
2017
Q4 | $103M | Buy |
545,822
+19,168
| +4% | +$3.31M | 0.68% | 36 |
|
|
2017
Q3 | $86.1M | Buy |
526,654
+32,090
| +6% | +$4.92M | 0.62% | 41 |
|
|
2017
Q2 | $75.9M | Buy |
494,564
+6,297
| +1% | +$966K | 0.58% | 45 |
|
|
2017
Q1 | $71.7M | Buy |
488,267
+13,854
| +3% | +$1.96M | 0.56% | 48 |
|
|
2016
Q4 | $63.6M | Sell |
474,413
-10,596
| -2% | -$1.37M | 0.55% | 50 |
|
|
2016
Q3 | $62.4M | Buy |
485,009
+36,235
| +8% | +$4.83M | 0.58% | 50 |
|
|
2016
Q2 | $57.3M | Buy |
448,774
+14,914
| +3% | +$1.97M | 0.56% | 52 |
|
|
2016
Q1 | $57.9M | Buy |
433,860
+38,856
| +10% | +$4.84M | 0.55% | 48 |
|
|
2015
Q4 | $52.2M | Buy |
395,004
+46,454
| +13% | +$5.91M | 0.54% | 48 |
|
|
2015
Q3 | $40.3M | Buy |
348,550
+18,549
| +6% | +$2.15M | 0.51% | 57 |
|
|
2015
Q2 | $36.7M | Buy |
330,001
+16,060
| +5% | +$1.8M | 0.42% | 68 |
|
|
2015
Q1 | $35.7M | Buy |
313,941
+17,730
| +6% | +$1.96M | 0.41% | 70 |
|
|
2014
Q4 | $31.1M | Buy |
296,211
+19,280
| +7% | +$1.87M | 0.37% | 74 |
|
|
2014
Q3 | $25.4M | Buy |
276,931
+35,026
| +14% | +$3M | 0.33% | 81 |
|
|
2014
Q2 | $19.6M | Buy |
241,905
+18,506
| +8% | +$1.46M | 0.33% | 90 |
|
|
2014
Q1 | $17.7M | Buy |
223,399
+40,720
| +22% | +$3.24M | 0.32% | 91 |
|
|
2013
Q4 | $15M | Buy |
182,679
+13,088
| +8% | +$1.02M | 0.3% | 95 |
|
|
2013
Q3 | $12.9M | Buy |
169,591
+27,035
| +19% | +$2.09M | 0.29% | 102 |
|
|
2013
Q2 | $11M | Buy |
+142,556
| New | +$10.7M | 0.27% | 105 |
|
Other funds holding HD
JP Morgan Private Wealth Advisors's HD Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Home Depot (HD) in Q3 2023: 685,763 shares worth $207M. The stake represents 0.59% of the portfolio and ranks #32 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in HD as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in HD in Q2 2013 and has held it in 41 quarters since. The position peaked at $378M in Q4 2021. 3,341 funds tracked by Wall St. Rank hold HD as of Q3 2023.
- JP Morgan Private Wealth Advisors held 685,763 shares of Home Depot worth $207M as of Q3 2023.
- Home Depot was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Home Depot made up 0.59% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #32 holding.
- JP Morgan Private Wealth Advisors first reported a position in Home Depot in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Home Depot position peaked at $378M in Q4 2021.
- 3,341 funds tracked by Wall St. Rank held Home Depot as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.