JP Morgan Private Wealth Advisors’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.83M | Buy |
+39,883
| New | +$2.89M | 0.01% | 636 |
|
|
2023
Q2 | – | Sell |
-53,689
| Closed | -$3.74M | – | 1654 |
|
|
2023
Q1 | $3.74M | Buy |
53,689
+4,060
| +8% | +$302K | 0.01% | 668 |
|
|
2022
Q4 | $3.76M | Buy |
49,629
+4,109
| +9% | +$296K | 0.01% | 652 |
|
|
2022
Q3 | $2.82M | Buy |
45,520
+1,132
| +3% | +$73.7K | 0.01% | 728 |
|
|
2022
Q2 | $2.9M | Sell |
44,388
-148
| -0.3% | -$10.4K | 0.01% | 727 |
|
|
2022
Q1 | $3.2M | Buy |
44,536
+575
| +1% | +$40.6K | 0.01% | 743 |
|
|
2021
Q4 | $3.04M | Buy |
43,961
+1,293
| +3% | +$91.2K | 0.01% | 767 |
|
|
2021
Q3 | $3M | Sell |
42,668
-1,109
| -3% | -$73.3K | 0.01% | 739 |
|
|
2021
Q2 | $2.71M | Sell |
43,777
-4,459
| -9% | -$292K | 0.01% | 765 |
|
|
2021
Q1 | $3.22M | Sell |
48,236
-1,712
| -3% | -$92.5K | 0.01% | 617 |
|
|
2020
Q4 | $2.45M | Buy |
49,948
+1,912
| +4% | +$82.5K | 0.01% | 663 |
|
|
2020
Q3 | $1.77M | Buy |
48,036
+5,880
| +14% | +$234K | 0.01% | 683 |
|
|
2020
Q2 | $1.63M | Buy |
42,156
+2,876
| +7% | +$110K | 0.01% | 645 |
|
|
2020
Q1 | $1.38M | Sell |
39,280
-11,237
| -22% | -$585K | 0.01% | 621 |
|
|
2019
Q4 | $3.07M | Buy |
50,517
+1,947
| +4% | +$117K | 0.01% | 528 |
|
|
2019
Q3 | $2.94M | Buy |
48,570
+7,797
| +19% | +$456K | 0.02% | 512 |
|
|
2019
Q2 | $2.27M | Sell |
40,773
-760
| -2% | -$40.1K | 0.01% | 566 |
|
|
2019
Q1 | $2.06M | Buy |
41,533
+3,326
| +9% | +$158K | 0.01% | 605 |
|
|
2018
Q4 | $1.7M | Buy |
38,207
+9,204
| +32% | +$414K | 0.01% | 608 |
|
|
2018
Q3 | $1.45M | Buy |
29,003
+2,279
| +9% | +$117K | 0.01% | 701 |
|
|
2018
Q2 | $1.37M | Buy |
26,724
+4,102
| +18% | +$215K | 0.01% | 687 |
|
|
2018
Q1 | $1.17M | Sell |
22,622
-1,963
| -8% | -$107K | 0.01% | 611 |
|
|
2017
Q4 | $1.38M | Sell |
24,585
-1,249
| -5% | -$69.7K | 0.01% | 577 |
|
|
2017
Q3 | $1.43M | Buy |
25,834
+7,461
| +41% | +$406K | 0.01% | 536 |
|
|
2017
Q2 | $966K | Buy |
18,373
+820
| +5% | +$40.6K | 0.01% | 631 |
|
|
2017
Q1 | $844K | Buy |
17,553
+942
| +6% | +$45.6K | 0.01% | 686 |
|
|
2016
Q4 | $791K | Sell |
16,611
-2,577
| -13% | -$118K | 0.01% | 664 |
|
|
2016
Q3 | $822K | Buy |
19,188
+857
| +5% | +$35.9K | 0.01% | 638 |
|
|
2016
Q2 | $813K | Sell |
18,331
-2,503
| -12% | -$112K | 0.01% | 645 |
|
|
2016
Q1 | $960K | Buy |
20,834
+2,565
| +14% | +$108K | 0.01% | 569 |
|
|
2015
Q4 | $794K | Sell |
18,269
-918
| -5% | -$42.1K | 0.01% | 584 |
|
|
2015
Q3 | $878K | Buy |
19,187
+1,045
| +6% | +$48.3K | 0.01% | 501 |
|
|
2015
Q2 | $754K | Buy |
18,142
+718
| +4% | +$30K | 0.01% | 569 |
|
|
2015
Q1 | $729K | Buy |
17,424
+4,727
| +37% | +$194K | 0.01% | 610 |
|
|
2014
Q4 | $529K | Buy |
12,697
+459
| +4% | +$18.2K | 0.01% | 685 |
|
|
2014
Q3 | $456K | Buy |
12,238
+1,376
| +13% | +$49.8K | 0.01% | 716 |
|
|
2014
Q2 | $389K | Sell |
10,862
-1,483
| -12% | -$52.2K | 0.01% | 635 |
|
|
2014
Q1 | $435K | Buy |
12,345
+2,512
| +26% | +$87.4K | 0.01% | 615 |
|
|
2013
Q4 | $356K | Buy |
9,833
+87
| +0.9% | +$3K | 0.01% | 509 |
|
|
2013
Q3 | $303K | Buy |
9,746
+1,264
| +15% | +$39.5K | 0.01% | 509 |
|
|
2013
Q2 | $262K | Buy |
+8,482
| New | +$245K | 0.01% | 517 |
|
Other funds holding HIG
JP Morgan Private Wealth Advisors's HIG Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Hartford Financial Services (HIG) in Q3 2023: 39,883 shares worth $2.83M. The stake represents 0.01% of the portfolio and ranks #636 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in HIG as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in HIG in Q2 2013 and has held it in 41 quarters since. The position peaked at $3.76M in Q4 2022. 774 funds tracked by Wall St. Rank hold HIG as of Q3 2023.
- JP Morgan Private Wealth Advisors held 39,883 shares of Hartford Financial Services worth $2.83M as of Q3 2023.
- Hartford Financial Services was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Hartford Financial Services made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #636 holding.
- JP Morgan Private Wealth Advisors first reported a position in Hartford Financial Services in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Hartford Financial Services position peaked at $3.76M in Q4 2022.
- 774 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.