JP Morgan Private Wealth Advisors’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $145M | Buy |
+695,393
| New | +$156M | 0.41% | 60 |
|
|
2023
Q2 | – | Sell |
-783,355
| Closed | -$157M | – | 1716 |
|
|
2023
Q1 | $157M | Buy |
783,355
+206,954
| +36% | +$42M | 0.33% | 75 |
|
|
2022
Q4 | $115M | Buy |
576,401
+24,414
| +4% | +$4.88M | 0.26% | 93 |
|
|
2022
Q3 | $104M | Buy |
551,987
+11,746
| +2% | +$2.29M | 0.27% | 87 |
|
|
2022
Q2 | $94.4M | Sell |
540,241
-41,233
| -7% | -$7.95M | 0.24% | 100 |
|
|
2022
Q1 | $118M | Buy |
581,474
+10,572
| +2% | +$2.43M | 0.25% | 93 |
|
|
2021
Q4 | $148M | Sell |
570,902
-53,725
| -9% | -$12.8M | 0.32% | 79 |
|
|
2021
Q3 | $127M | Buy |
624,627
+24,626
| +4% | +$4.91M | 0.31% | 77 |
|
|
2021
Q2 | $116M | Sell |
600,001
-68,382
| -10% | -$13.4M | 0.3% | 80 |
|
|
2021
Q1 | $127M | Sell |
668,383
-13,372
| -2% | -$2.29M | 0.41% | 61 |
|
|
2020
Q4 | $109M | Buy |
681,755
+200
| +0% | +$32.5K | 0.35% | 69 |
|
|
2020
Q3 | $113M | Buy |
681,555
+9,849
| +1% | +$1.52M | 0.44% | 60 |
|
|
2020
Q2 | $90.8M | Sell |
671,706
-22,632
| -3% | -$2.58M | 0.41% | 64 |
|
|
2020
Q1 | $59.7M | Buy |
694,338
+22,784
| +3% | +$2.49M | 0.34% | 77 |
|
|
2019
Q4 | $80.4M | Buy |
671,554
+7,745
| +1% | +$886K | 0.37% | 74 |
|
|
2019
Q3 | $73M | Buy |
663,809
+42,416
| +7% | +$4.48M | 0.38% | 69 |
|
|
2019
Q2 | $62.7M | Sell |
621,393
-45,812
| -7% | -$4.83M | 0.34% | 74 |
|
|
2019
Q1 | $73M | Buy |
667,205
+1,293
| +0.2% | +$129K | 0.38% | 67 |
|
|
2018
Q4 | $61.5M | Sell |
665,912
-2,709
| -0.4% | -$261K | 0.37% | 68 |
|
|
2018
Q3 | $76.8M | Sell |
668,621
-15,457
| -2% | -$1.61M | 0.37% | 64 |
|
|
2018
Q2 | $65.4M | Buy |
684,078
+55,970
| +9% | +$5.07M | 0.37% | 67 |
|
|
2018
Q1 | $55.1M | Buy |
628,108
+14,681
| +2% | +$1.39M | 0.37% | 65 |
|
|
2017
Q4 | $57M | Sell |
613,427
-328
| -0.1% | -$27.1K | 0.38% | 69 |
|
|
2017
Q3 | $49.1M | Buy |
613,755
+22,821
| +4% | +$1.75M | 0.35% | 73 |
|
|
2017
Q2 | $45.8M | Buy |
590,934
+23,624
| +4% | +$1.93M | 0.35% | 78 |
|
|
2017
Q1 | $46.6M | Buy |
567,310
+15,884
| +3% | +$1.22M | 0.36% | 76 |
|
|
2016
Q4 | $39.2M | Sell |
551,426
-7,343
| -1% | -$520K | 0.34% | 78 |
|
|
2016
Q3 | $40.3M | Buy |
558,769
+38,774
| +7% | +$3.02M | 0.38% | 74 |
|
|
2016
Q2 | $41.2M | Buy |
519,995
+11,160
| +2% | +$863K | 0.4% | 69 |
|
|
2016
Q1 | $38.5M | Buy |
508,835
+45,611
| +10% | +$3.22M | 0.37% | 74 |
|
|
2015
Q4 | $35.2M | Sell |
463,224
-9,394
| -2% | -$698K | 0.36% | 81 |
|
|
2015
Q3 | $32.6M | Sell |
472,618
-30,043
| -6% | -$2.07M | 0.41% | 72 |
|
|
2015
Q2 | $33.7M | Buy |
502,661
+4,003
| +0.8% | +$285K | 0.39% | 73 |
|
|
2015
Q1 | $37.1M | Buy |
498,658
+2,850
| +0.6% | +$204K | 0.42% | 64 |
|
|
2014
Q4 | $34.1M | Buy |
495,808
+2,919
| +0.6% | +$175K | 0.41% | 69 |
|
|
2014
Q3 | $26.1M | Buy |
492,889
+6,096
| +1% | +$308K | 0.34% | 79 |
|
|
2014
Q2 | $23.4M | Sell |
486,793
-5,756
| -1% | -$268K | 0.39% | 75 |
|
|
2014
Q1 | $24.1M | Sell |
492,549
-12,433
| -2% | -$600K | 0.44% | 65 |
|
|
2013
Q4 | $25M | Buy |
504,982
+1,740
| +0.3% | +$84.5K | 0.5% | 58 |
|
|
2013
Q3 | $24M | Sell |
503,242
-34,601
| -6% | -$1.57M | 0.54% | 50 |
|
|
2013
Q2 | $22M | Buy |
+537,843
| New | +$21.6M | 0.54% | 54 |
|
Other funds holding LOW
JP Morgan Private Wealth Advisors's LOW Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Lowe's Companies (LOW) in Q3 2023: 695,393 shares worth $145M. The stake represents 0.41% of the portfolio and ranks #60 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in LOW as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in LOW in Q2 2013 and has held it in 41 quarters since. The position peaked at $157M in Q1 2023. 2,306 funds tracked by Wall St. Rank hold LOW as of Q3 2023.
- JP Morgan Private Wealth Advisors held 695,393 shares of Lowe's Companies worth $145M as of Q3 2023.
- Lowe's Companies was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Lowe's Companies made up 0.41% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #60 holding.
- JP Morgan Private Wealth Advisors first reported a position in Lowe's Companies in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Lowe's Companies position peaked at $157M in Q1 2023.
- 2,306 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.