JP Morgan Private Wealth Advisors’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $436M | Buy |
+811,230
| New | +$418M | 1.24% | 10 |
|
|
2023
Q2 | – | Sell |
-718,982
| Closed | -$247M | – | 1714 |
|
|
2023
Q1 | $247M | Buy |
718,982
+30,769
| +4% | +$10.4M | 0.52% | 43 |
|
|
2022
Q4 | $252M | Buy |
688,213
+31,295
| +5% | +$11.1M | 0.56% | 38 |
|
|
2022
Q3 | $212M | Buy |
656,918
+91,841
| +16% | +$29.1M | 0.56% | 39 |
|
|
2022
Q2 | $183M | Buy |
565,077
+216,619
| +62% | +$65M | 0.47% | 57 |
|
|
2022
Q1 | $99.8M | Buy |
348,458
+24,328
| +8% | +$6.26M | 0.22% | 107 |
|
|
2021
Q4 | $89.5M | Buy |
324,130
+8,106
| +3% | +$2.05M | 0.19% | 121 |
|
|
2021
Q3 | $73M | Buy |
316,024
+3,874
| +1% | +$956K | 0.18% | 137 |
|
|
2021
Q2 | $71.6M | Buy |
312,150
+243
| +0.1% | +$48.8K | 0.19% | 132 |
|
|
2021
Q1 | $58.3M | Sell |
311,907
-14,088
| -4% | -$2.76M | 0.19% | 126 |
|
|
2020
Q4 | $55M | Sell |
325,995
-1,905
| -0.6% | -$284K | 0.18% | 130 |
|
|
2020
Q3 | $48.5M | Buy |
327,900
+10,853
| +3% | +$1.68M | 0.19% | 121 |
|
|
2020
Q2 | $52.1M | Sell |
317,047
-2,701
| -0.8% | -$415K | 0.24% | 106 |
|
|
2020
Q1 | $44.4M | Sell |
319,748
-4,070
| -1% | -$559K | 0.25% | 102 |
|
|
2019
Q4 | $42.6M | Buy |
323,818
+1,875
| +0.6% | +$217K | 0.19% | 122 |
|
|
2019
Q3 | $36M | Sell |
321,943
-7,693
| -2% | -$856K | 0.19% | 126 |
|
|
2019
Q2 | $36.5M | Sell |
329,636
-14,882
| -4% | -$1.75M | 0.2% | 120 |
|
|
2019
Q1 | $44.7M | Sell |
344,518
-5,438
| -2% | -$661K | 0.23% | 108 |
|
|
2018
Q4 | $40.5M | Sell |
349,956
-9,951
| -3% | -$1.11M | 0.25% | 95 |
|
|
2018
Q3 | $38.6M | Buy |
359,907
+905
| +0.3% | +$90.5K | 0.19% | 126 |
|
|
2018
Q2 | $30.6M | Sell |
359,002
-3,552
| -1% | -$292K | 0.17% | 136 |
|
|
2018
Q1 | $28.1M | Sell |
362,554
-65,981
| -15% | -$5.31M | 0.19% | 123 |
|
|
2017
Q4 | $36.2M | Sell |
428,535
-2,744
| -0.6% | -$233K | 0.24% | 107 |
|
|
2017
Q3 | $36.9M | Sell |
431,279
-10,682
| -2% | -$876K | 0.27% | 96 |
|
|
2017
Q2 | $36.4M | Buy |
441,961
+724
| +0.2% | +$59.1K | 0.28% | 95 |
|
|
2017
Q1 | $37.1M | Sell |
441,237
-1,980
| -0.4% | -$159K | 0.29% | 91 |
|
|
2016
Q4 | $32.6M | Sell |
443,217
-7,838
| -2% | -$584K | 0.28% | 90 |
|
|
2016
Q3 | $36.2M | Sell |
451,055
-1,100
| -0.2% | -$88K | 0.34% | 80 |
|
|
2016
Q2 | $35.6M | Sell |
452,155
-14,039
| -3% | -$1.06M | 0.35% | 78 |
|
|
2016
Q1 | $33.6M | Sell |
466,194
-4,087
| -0.9% | -$309K | 0.32% | 89 |
|
|
2015
Q4 | $39.6M | Buy |
470,281
+70,109
| +18% | +$5.82M | 0.41% | 72 |
|
|
2015
Q3 | $33.5M | Sell |
400,172
-3,095
| -0.8% | -$261K | 0.42% | 68 |
|
|
2015
Q2 | $33.7M | Sell |
403,267
-9,687
| -2% | -$738K | 0.39% | 72 |
|
|
2015
Q1 | $30M | Buy |
412,954
+1,013
| +0.2% | +$72.1K | 0.34% | 77 |
|
|
2014
Q4 | $28.4M | Buy |
411,941
+9,414
| +2% | +$635K | 0.34% | 81 |
|
|
2014
Q3 | $26.1M | Buy |
402,527
+24,713
| +7% | +$1.56M | 0.34% | 78 |
|
|
2014
Q2 | $23.5M | Buy |
377,814
+2,883
| +0.8% | +$172K | 0.4% | 74 |
|
|
2014
Q1 | $22.1M | Buy |
374,931
+8,799
| +2% | +$491K | 0.4% | 72 |
|
|
2013
Q4 | $18.7M | Sell |
366,132
-88,268
| -19% | -$4.42M | 0.38% | 82 |
|
|
2013
Q3 | $22.9M | Sell |
454,400
-208,008
| -31% | -$10.9M | 0.52% | 57 |
|
|
2013
Q2 | $32.5M | Buy |
+662,408
| New | +$36M | 0.8% | 32 |
|
Other funds holding LLY
JP Morgan Private Wealth Advisors's LLY Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Eli Lilly (LLY) in Q3 2023: 811,230 shares worth $436M. The stake represents 1.24% of the portfolio and ranks #10 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in LLY as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in LLY in Q2 2013 and has held it in 41 quarters since. 2,975 funds tracked by Wall St. Rank hold LLY as of Q3 2023.
- JP Morgan Private Wealth Advisors held 811,230 shares of Eli Lilly worth $436M as of Q3 2023.
- Eli Lilly was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Eli Lilly made up 1.24% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #10 holding.
- JP Morgan Private Wealth Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 41 quarters since.
- 2,975 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.