JP Morgan Private Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $200M | Buy |
+665,709
| New | +$201M | 0.57% | 33 |
|
|
2023
Q2 | – | Sell |
-656,449
| Closed | -$139M | – | 1736 |
|
|
2023
Q1 | $139M | Buy |
656,449
+78,962
| +14% | +$13.4M | 0.3% | 83 |
|
|
2022
Q4 | $69.5M | Sell |
577,487
-658,840
| -53% | -$77.4M | 0.16% | 139 |
|
|
2022
Q3 | $168M | Sell |
1,236,327
-130,738
| -10% | -$21.2M | 0.44% | 61 |
|
|
2022
Q2 | $220M | Sell |
1,367,065
-23,773
| -2% | -$4.59M | 0.56% | 38 |
|
|
2022
Q1 | $309M | Buy |
1,390,838
+47,469
| +4% | +$11.9M | 0.67% | 25 |
|
|
2021
Q4 | $452M | Sell |
1,343,369
-15,910
| -1% | -$5.28M | 0.97% | 13 |
|
|
2021
Q3 | $461M | Buy |
1,359,279
+132,865
| +11% | +$47.9M | 1.13% | 10 |
|
|
2021
Q2 | $426M | Buy |
1,226,414
+163,835
| +15% | +$52.6M | 1.1% | 10 |
|
|
2021
Q1 | $313M | Sell |
1,062,579
-62,699
| -6% | -$16.9M | 1.01% | 13 |
|
|
2020
Q4 | $307M | Buy |
1,125,278
+79,791
| +8% | +$21.9M | 1% | 14 |
|
|
2020
Q3 | $274M | Buy |
1,045,487
+46,586
| +5% | +$12M | 1.07% | 13 |
|
|
2020
Q2 | $227M | Buy |
998,901
+14,835
| +2% | +$3.1M | 1.03% | 13 |
|
|
2020
Q1 | $164M | Buy |
984,066
+143,669
| +17% | +$28.1M | 0.93% | 15 |
|
|
2019
Q4 | $172M | Buy |
840,397
+47,000
| +6% | +$9.1M | 0.78% | 23 |
|
|
2019
Q3 | $141M | Buy |
793,397
+7,422
| +0.9% | +$1.41M | 0.74% | 26 |
|
|
2019
Q2 | $152M | Sell |
785,975
-366,520
| -32% | -$67M | 0.83% | 22 |
|
|
2019
Q1 | $192M | Sell |
1,152,495
-89,258
| -7% | -$14.2M | 1% | 17 |
|
|
2018
Q4 | $163M | Sell |
1,241,753
-92,832
| -7% | -$13.4M | 0.99% | 19 |
|
|
2018
Q3 | $219M | Buy |
1,334,585
+54,286
| +4% | +$9.83M | 1.07% | 12 |
|
|
2018
Q2 | $249M | Buy |
1,280,299
+14,491
| +1% | +$2.62M | 1.39% | 8 |
|
|
2018
Q1 | $202M | Buy |
1,265,808
+38,713
| +3% | +$6.95M | 1.37% | 10 |
|
|
2017
Q4 | $217M | Buy |
1,227,095
+13,980
| +1% | +$2.47M | 1.43% | 7 |
|
|
2017
Q3 | $207M | Sell |
1,213,115
-1,748
| -0.1% | -$292K | 1.49% | 6 |
|
|
2017
Q2 | $183M | Buy |
1,214,863
+1,196,857
| +6,647% | +$178M | 1.39% | 8 |
|
|
2017
Q1 | $2.56M | Sell |
18,006
-1,102,910
| -98% | -$147M | 0.02% | 428 |
|
|
2016
Q4 | $129M | Buy |
1,120,916
+84,884
| +8% | +$10.4M | 1.12% | 14 |
|
|
2016
Q3 | $133M | Buy |
1,036,032
+46,681
| +5% | +$5.79M | 1.24% | 11 |
|
|
2016
Q2 | $113M | Sell |
989,351
-1,446,462
| -59% | -$167M | 1.1% | 12 |
|
|
2016
Q1 | $278M | Sell |
2,435,813
-200,117
| -8% | -$21.1M | 2.66% | 3 |
|
|
2015
Q4 | $276M | Buy |
2,635,930
+1,082,003
| +70% | +$111M | 2.83% | 3 |
|
|
2015
Q3 | $150M | Sell |
1,553,927
-72,653
| -4% | -$6.67M | 1.88% | 4 |
|
|
2015
Q2 | $140M | Buy |
1,626,580
+53,323
| +3% | +$4.35M | 1.6% | 5 |
|
|
2015
Q1 | $129M | Buy |
1,573,257
+45,197
| +3% | +$3.54M | 1.48% | 8 |
|
|
2014
Q4 | $119M | Buy |
1,528,060
+21,941
| +1% | +$1.68M | 1.42% | 9 |
|
|
2014
Q3 | $119M | Buy |
1,506,119
+1,360,206
| +932% | +$99.8M | 1.53% | 7 |
|
|
2014
Q2 | $9.82M | Buy |
145,913
+12,294
| +9% | +$756K | 0.17% | 137 |
|
|
2014
Q1 | $8.05M | Buy |
133,619
+105
| +0.1% | +$6.65K | 0.15% | 157 |
|
|
2013
Q4 | $7.3M | Sell |
133,514
-1,704
| -1% | -$85.6K | 0.15% | 157 |
|
|
2013
Q3 | $6.79M | Sell |
135,218
-50,184
| -27% | -$1.87M | 0.15% | 152 |
|
|
2013
Q2 | $4.61M | Buy |
+185,402
| New | +$4.75M | 0.11% | 176 |
|
Other funds holding META
JP Morgan Private Wealth Advisors's META Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Meta Platforms (Facebook) (META) in Q3 2023: 665,709 shares worth $200M. The stake represents 0.57% of the portfolio and ranks #33 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in META as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in META in Q2 2013 and has held it in 41 quarters since. The position peaked at $461M in Q3 2021. 3,427 funds tracked by Wall St. Rank hold META as of Q3 2023.
- JP Morgan Private Wealth Advisors held 665,709 shares of Meta Platforms (Facebook) worth $200M as of Q3 2023.
- Meta Platforms (Facebook) was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Meta Platforms (Facebook) made up 0.57% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #33 holding.
- JP Morgan Private Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Meta Platforms (Facebook) position peaked at $461M in Q3 2021.
- 3,427 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.