JP Morgan Private Wealth Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $13.4M | Sell |
317,871
-8,686
| -3% | -$384K | 0.04% | 327 |
|
|
2023
Q2 | $14.8M | Sell |
326,557
-11,935
| -4% | -$541K | 0.08% | 186 |
|
|
2023
Q1 | $15.1M | Buy |
338,492
+12,624
| +4% | +$580K | 0.03% | 350 |
|
|
2022
Q4 | $14.9M | Buy |
325,868
+13,192
| +4% | +$598K | 0.03% | 349 |
|
|
2022
Q3 | $12.6M | Buy |
312,676
+10,279
| +3% | +$448K | 0.03% | 349 |
|
|
2022
Q2 | $12.6M | Buy |
302,397
+7,605
| +3% | +$394K | 0.03% | 359 |
|
|
2022
Q1 | $15.4M | Buy |
294,792
+10,952
| +4% | +$558K | 0.03% | 361 |
|
|
2021
Q4 | $13.5M | Sell |
283,840
-111,127
| -28% | -$5.09M | 0.03% | 382 |
|
|
2021
Q3 | $18M | Sell |
394,967
-979
| -0.2% | -$47.3K | 0.04% | 326 |
|
|
2021
Q2 | $18.9M | Buy |
395,946
+116,062
| +41% | +$5.7M | 0.05% | 317 |
|
|
2021
Q1 | $14.3M | Sell |
279,884
-51,654
| -16% | -$2.31M | 0.05% | 328 |
|
|
2020
Q4 | $13.6M | Buy |
331,538
+7,220
| +2% | +$290K | 0.04% | 325 |
|
|
2020
Q3 | $12.5M | Buy |
324,318
+11,175
| +4% | +$465K | 0.05% | 291 |
|
|
2020
Q2 | $12.3M | Sell |
313,143
-16,077
| -5% | -$627K | 0.06% | 258 |
|
|
2020
Q1 | $12.7M | Buy |
329,220
+30,204
| +10% | +$1.34M | 0.07% | 225 |
|
|
2019
Q4 | $14.9M | Sell |
299,016
-29,895
| -9% | -$1.41M | 0.07% | 248 |
|
|
2019
Q3 | $13.5M | Buy |
328,911
+4,077
| +1% | +$188K | 0.07% | 242 |
|
|
2019
Q2 | $15.4M | Sell |
324,834
-52,750
| -14% | -$2.76M | 0.08% | 220 |
|
|
2019
Q1 | $21.7M | Sell |
377,584
-31,999
| -8% | -$1.64M | 0.11% | 182 |
|
|
2018
Q4 | $20.2M | Sell |
409,583
-49,975
| -11% | -$2.9M | 0.12% | 170 |
|
|
2018
Q3 | $27.7M | Buy |
459,558
+28,680
| +7% | +$1.7M | 0.14% | 162 |
|
|
2018
Q2 | $24.5M | Buy |
430,878
+46,919
| +12% | +$2.71M | 0.14% | 162 |
|
|
2018
Q1 | $23.9M | Buy |
383,959
+9,482
| +3% | +$628K | 0.16% | 138 |
|
|
2017
Q4 | $26.7M | Sell |
374,477
-49,555
| -12% | -$3.32M | 0.18% | 131 |
|
|
2017
Q3 | $26.9M | Buy |
424,032
+14,772
| +4% | +$985K | 0.19% | 125 |
|
|
2017
Q2 | $30.5M | Sell |
409,260
-14,245
| -3% | -$1.04M | 0.23% | 106 |
|
|
2017
Q1 | $30.2M | Buy |
423,505
+39,070
| +10% | +$2.83M | 0.23% | 103 |
|
|
2016
Q4 | $26M | Buy |
384,435
+13,022
| +4% | +$839K | 0.23% | 105 |
|
|
2016
Q3 | $23.5M | Buy |
371,413
+2,471
| +0.7% | +$164K | 0.22% | 113 |
|
|
2016
Q2 | $25.4M | Sell |
368,942
-52,178
| -12% | -$3.34M | 0.25% | 105 |
|
|
2016
Q1 | $26.4M | Buy |
421,120
+49,626
| +13% | +$3M | 0.25% | 100 |
|
|
2015
Q4 | $21.6M | Buy |
371,494
+115,078
| +45% | +$6.67M | 0.22% | 114 |
|
|
2015
Q3 | $13.9M | Sell |
256,416
-32,432
| -11% | -$1.74M | 0.18% | 130 |
|
|
2015
Q2 | $14.1M | Buy |
288,848
+32,360
| +13% | +$1.64M | 0.16% | 149 |
|
|
2015
Q1 | $12.8M | Sell |
256,488
-1,032
| -0.4% | -$54.8K | 0.15% | 150 |
|
|
2014
Q4 | $12.7M | Buy |
257,520
+9,583
| +4% | +$467K | 0.15% | 148 |
|
|
2014
Q3 | $11.4M | Buy |
247,937
+30,521
| +14% | +$1.31M | 0.15% | 157 |
|
|
2014
Q2 | $9.12M | Buy |
217,416
+12,920
| +6% | +$520K | 0.15% | 144 |
|
|
2014
Q1 | $7.65M | Buy |
204,496
+5,297
| +3% | +$192K | 0.14% | 167 |
|
|
2013
Q4 | $7.65M | Buy |
199,199
+19,962
| +11% | +$737K | 0.15% | 152 |
|
|
2013
Q3 | $6.16M | Buy |
179,237
+23,064
| +15% | +$813K | 0.14% | 160 |
|
|
2013
Q2 | $5.46M | Buy |
+156,173
| New | +$5.61M | 0.13% | 159 |
|
Other funds holding MO
JP Morgan Private Wealth Advisors's MO Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Altria Group (MO) stake by 2.7% in Q3 2023, selling an estimated $384K and leaving 317,871 shares worth $13.4M. The position accounts for 0.04% of the portfolio, ranked #327.
JP Morgan Private Wealth Advisors first reported a position in MO in Q2 2013 and has held it in 42 quarters since. The position peaked at $30.5M in Q2 2017. 1,838 funds tracked by Wall St. Rank hold MO as of Q3 2023.
- JP Morgan Private Wealth Advisors held 317,871 shares of Altria Group worth $13.4M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 8,686 Altria Group shares in Q3 2023, an estimated $384K.
- Altria Group made up 0.04% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #327 holding.
- JP Morgan Private Wealth Advisors first reported a position in Altria Group in Q2 2013 and has held it in 42 quarters since.
- JP Morgan Private Wealth Advisors's Altria Group position peaked at $30.5M in Q2 2017.
- 1,838 funds tracked by Wall St. Rank held Altria Group as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.