JP Morgan Private Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $179M | Buy |
+611,265
| New | +$191M | 0.51% | 44 |
|
|
2023
Q2 | – | Sell |
-524,160
| Closed | -$134M | – | 1693 |
|
|
2023
Q1 | $134M | Sell |
524,160
-19,913
| -4% | -$4.91M | 0.28% | 84 |
|
|
2022
Q4 | $144M | Buy |
544,073
+5,885
| +1% | +$1.43M | 0.32% | 76 |
|
|
2022
Q3 | $101M | Sell |
538,188
-45,111
| -8% | -$9.69M | 0.26% | 93 |
|
|
2022
Q2 | $117M | Buy |
583,299
+14,561
| +3% | +$3.42M | 0.3% | 85 |
|
|
2022
Q1 | $172M | Sell |
568,738
-5,668
| -1% | -$1.66M | 0.37% | 66 |
|
|
2021
Q4 | $206M | Buy |
574,406
+27,140
| +5% | +$9.34M | 0.44% | 53 |
|
|
2021
Q3 | $181M | Buy |
547,266
+26,934
| +5% | +$9.04M | 0.44% | 52 |
|
|
2021
Q2 | $160M | Buy |
520,332
+89,301
| +21% | +$25.1M | 0.41% | 55 |
|
|
2021
Q1 | $106M | Sell |
431,031
-54,561
| -11% | -$13.7M | 0.34% | 67 |
|
|
2020
Q4 | $132M | Buy |
485,592
+13,644
| +3% | +$3.39M | 0.43% | 57 |
|
|
2020
Q3 | $112M | Buy |
471,948
+60,120
| +15% | +$13.5M | 0.44% | 61 |
|
|
2020
Q2 | $78.2M | Buy |
411,828
+5,547
| +1% | +$994K | 0.36% | 74 |
|
|
2020
Q1 | $67.1M | Buy |
406,281
+20,634
| +5% | +$3.78M | 0.38% | 69 |
|
|
2019
Q4 | $76M | Buy |
385,647
+136,596
| +55% | +$25.6M | 0.35% | 76 |
|
|
2019
Q3 | $44.8M | Buy |
249,051
+4,137
| +2% | +$716K | 0.23% | 108 |
|
|
2019
Q2 | $42.8M | Buy |
244,914
+6,819
| +3% | +$1.17M | 0.23% | 108 |
|
|
2019
Q1 | $45.3M | Buy |
238,095
+2,790
| +1% | +$496K | 0.24% | 105 |
|
|
2018
Q4 | $37.6M | Buy |
235,305
+22,794
| +11% | +$3.86M | 0.23% | 107 |
|
|
2018
Q3 | $40.7M | Sell |
212,511
-14,388
| -6% | -$2.55M | 0.2% | 119 |
|
|
2018
Q2 | $36.2M | Buy |
226,899
+27,123
| +14% | +$4.14M | 0.2% | 120 |
|
|
2018
Q1 | $27.5M | Sell |
199,776
-2,187
| -1% | -$305K | 0.19% | 124 |
|
|
2017
Q4 | $24.6M | Sell |
201,963
-2,400
| -1% | -$300K | 0.16% | 143 |
|
|
2017
Q3 | $23.7M | Buy |
204,363
+1,125
| +0.6% | +$123K | 0.17% | 141 |
|
|
2017
Q2 | $21.1M | Sell |
203,238
-3,645
| -2% | -$350K | 0.16% | 147 |
|
|
2017
Q1 | $17.6M | Buy |
206,883
+1,971
| +1% | +$156K | 0.14% | 163 |
|
|
2016
Q4 | $14.4M | Sell |
204,912
-29,205
| -12% | -$2.15M | 0.13% | 166 |
|
|
2016
Q3 | $18.9M | Sell |
234,117
-126
| -0.1% | -$9.65K | 0.18% | 136 |
|
|
2016
Q2 | $17.2M | Buy |
234,243
+10,872
| +5% | +$765K | 0.17% | 136 |
|
|
2016
Q1 | $14.9M | Sell |
223,371
-3,915
| -2% | -$243K | 0.14% | 139 |
|
|
2015
Q4 | $13.8M | Sell |
227,286
-13,716
| -6% | -$770K | 0.14% | 153 |
|
|
2015
Q3 | $12.3M | Sell |
241,002
-22,356
| -8% | -$1.27M | 0.15% | 145 |
|
|
2015
Q2 | $14.2M | Sell |
263,358
-10,899
| -4% | -$610K | 0.16% | 148 |
|
|
2015
Q1 | $15.4M | Sell |
274,257
-18,261
| -6% | -$1.03M | 0.18% | 136 |
|
|
2014
Q4 | $17.2M | Sell |
292,518
-1,098
| -0.4% | -$61.1K | 0.21% | 122 |
|
|
2014
Q3 | $15.1M | Sell |
293,616
-12,663
| -4% | -$629K | 0.19% | 127 |
|
|
2014
Q2 | $14M | Sell |
306,279
-7,083
| -2% | -$312K | 0.24% | 112 |
|
|
2014
Q1 | $15.3M | Buy |
313,362
+38,061
| +14% | +$1.79M | 0.28% | 103 |
|
|
2013
Q4 | $11.7M | Sell |
275,301
-89,550
| -25% | -$3.77M | 0.24% | 114 |
|
|
2013
Q3 | $15.3M | Sell |
364,851
-206,037
| -36% | -$9.1M | 0.35% | 89 |
|
|
2013
Q2 | $32.1M | Buy |
+570,888
| New | +$31.4M | 0.79% | 34 |
|
Other funds holding ISRG
JP Morgan Private Wealth Advisors's ISRG Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Intuitive Surgical (ISRG) in Q3 2023: 611,265 shares worth $179M. The stake represents 0.51% of the portfolio and ranks #44 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in ISRG as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in ISRG in Q2 2013 and has held it in 41 quarters since. The position peaked at $206M in Q4 2021. 1,551 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.
- JP Morgan Private Wealth Advisors held 611,265 shares of Intuitive Surgical worth $179M as of Q3 2023.
- Intuitive Surgical was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Intuitive Surgical made up 0.51% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #44 holding.
- JP Morgan Private Wealth Advisors first reported a position in Intuitive Surgical in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Intuitive Surgical position peaked at $206M in Q4 2021.
- 1,551 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.