JP Morgan Private Wealth Advisors’s IBM IBM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$49.8M	Buy	+354,612	New	+$50.5M	0.14%	159
2023 Q2	–	Sell	-522,505	Closed	-$68.5M	–	1670
2023 Q1	$68.5M	Sell	522,505 -167,080	-24%	-$22.4M	0.15%	154
2022 Q4	$97.2M	Buy	689,585 +81,869	+13%	+$11.3M	0.22%	113
2022 Q3	$72.2M	Buy	607,716 +40,565	+7%	+$5.32M	0.19%	125
2022 Q2	$80.1M	Buy	567,151 +12,217	+2%	+$1.65M	0.2%	119
2022 Q1	$72.2M	Buy	554,934 +31,428	+6%	+$4.1M	0.16%	147
2021 Q4	$70M	Sell	523,506 -152,603	-23%	-$19.1M	0.15%	153
2021 Q3	$89.8M	Sell	676,109 -34,527	-5%	-$4.62M	0.22%	110
2021 Q2	$99.6M	Buy	710,636 +93,725	+15%	+$12.8M	0.26%	95
2021 Q1	$78.6M	Buy	616,911 +12,973	+2%	+$1.55M	0.25%	102
2020 Q4	$72.7M	Buy	603,938 +4,927	+0.8%	+$569K	0.24%	105
2020 Q3	$69.7M	Buy	599,011 +19,022	+3%	+$2.24M	0.27%	94
2020 Q2	$67M	Buy	579,989 +51,540	+10%	+$5.99M	0.31%	86
2020 Q1	$56M	Buy	528,449 +133,369	+34%	+$16.9M	0.32%	85
2019 Q4	$50.6M	Buy	395,080 +14,392	+4%	+$1.87M	0.23%	111
2019 Q3	$52.9M	Buy	380,688 +7,771	+2%	+$1.05M	0.28%	92
2019 Q2	$49.2M	Sell	372,917 -6,641	-2%	-$872K	0.27%	98
2019 Q1	$51.2M	Buy	379,558 +13,965	+4%	+$1.78M	0.27%	96
2018 Q4	$39.7M	Sell	365,593 -80,455	-18%	-$9.66M	0.24%	99
2018 Q3	$64.5M	Sell	446,048 -7,356	-2%	-$1.03M	0.31%	79
2018 Q2	$60.6M	Buy	453,404 +21,232	+5%	+$2.96M	0.34%	73
2018 Q1	$63.4M	Buy	432,172 +80,687	+23%	+$12.2M	0.43%	58
2017 Q4	$51.6M	Sell	351,485 -1,522	-0.4%	-$221K	0.34%	80
2017 Q3	$49M	Buy	353,007 +33,831	+11%	+$4.71M	0.35%	74
2017 Q2	$46.9M	Buy	319,176 +12,174	+4%	+$1.84M	0.36%	76
2017 Q1	$51.1M	Buy	307,002 +8,352	+3%	+$1.4M	0.4%	67
2016 Q4	$47.4M	Buy	298,650 +389	+0.1%	+$59.3K	0.41%	68
2016 Q3	$45.3M	Buy	298,261 +14,615	+5%	+$2.22M	0.42%	66
2016 Q2	$41.2M	Sell	283,646 -14,664	-5%	-$2.1M	0.4%	70
2016 Q1	$43.2M	Sell	298,310 -29,716	-9%	-$3.8M	0.41%	62
2015 Q4	$43.2M	Sell	328,026 -3,760	-1%	-$505K	0.44%	62
2015 Q3	$46M	Sell	331,786 -55,402	-14%	-$8.18M	0.58%	45
2015 Q2	$60.2M	Sell	387,188 -2,794	-0.7%	-$449K	0.69%	36
2015 Q1	$59.8M	Sell	389,982 -8,532	-2%	-$1.29M	0.68%	34
2014 Q4	$61.1M	Sell	398,514 -34,616	-8%	-$5.51M	0.73%	33
2014 Q3	$78.6M	Buy	433,130 +41,832	+11%	+$7.62M	1.01%	18
2014 Q2	$67.8M	Buy	391,298 +3,670	+0.9%	+$661K	1.14%	16
2014 Q1	$71.3M	Buy	387,628 +19,801	+5%	+$3.49M	1.3%	10
2013 Q4	$66M	Sell	367,827 -14,964	-4%	-$2.58M	1.33%	12
2013 Q3	$67.8M	Sell	382,791 -18,576	-5%	-$3.38M	1.54%	6
2013 Q2	$73.3M	Buy	+401,367	New	+$78.2M	1.81%	5

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IBM Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in IBM (IBM) in Q3 2023: 354,612 shares worth $49.8M. The stake represents 0.14% of the portfolio and ranks #159 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in IBM as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in IBM in Q2 2013 and has held it in 41 quarters since. The position peaked at $99.6M in Q2 2021. 2,462 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

JP Morgan Private Wealth Advisors held 354,612 shares of IBM worth $49.8M as of Q3 2023.
IBM was a new JP Morgan Private Wealth Advisors position in Q3 2023.
IBM made up 0.14% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #159 holding.
JP Morgan Private Wealth Advisors first reported a position in IBM in Q2 2013 and has held it in 41 quarters since.
JP Morgan Private Wealth Advisors's IBM position peaked at $99.6M in Q2 2021.
2,462 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.