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JMPWA
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JP Morgan Private Wealth Advisors’s Independent Bank INDB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio INDB Stock Details INDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
– Sell
2023
Q1
$721K Sell
2022
Q4
$980K Buy
2022
Q3
$863K Sell
2022
Q2
$931K Sell
2022
Q1
$997K Buy
2021
Q4
$838K Buy
2021
Q3
$662K Buy
2021
Q2
$580K Buy
2021
Q1
$518K Sell
2020
Q4
$642K Buy
2020
Q3
$425K Buy
2020
Q2
$388K Buy
2020
Q1
$355K Sell
2019
Q4
$460K Buy
2017
Q2
– Sell
2017
Q1
$680K Buy
2016
Q4
$669K Sell
2016
Q3
$625K Hold
2016
Q2
$528K Buy
2016
Q1
$493K Buy
2015
Q4
$489K Hold
2015
Q3
$485K Sell
2015
Q2
$495K Sell
2015
Q1
$514K Sell
2014
Q4
$526K Sell
2014
Q3
$446K Hold
2014
Q2
$479K Buy
2014
Q1
$448K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world's largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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