JP Morgan Private Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.04M | Sell |
122,760
-14,993
| -11% | -$120K | ﹤0.01% | 956 |
|
|
2023
Q2 | $1.02M | Sell |
137,753
-175,599
| -56% | -$1.17M | 0.01% | 760 |
|
|
2023
Q1 | $2M | Sell |
313,352
-37,824
| -11% | -$265K | ﹤0.01% | 874 |
|
|
2022
Q4 | $2.34M | Buy |
351,176
+6,944
| +2% | +$35.9K | 0.01% | 787 |
|
|
2022
Q3 | $1.55M | Sell |
344,232
-55,812
| -14% | -$291K | ﹤0.01% | 941 |
|
|
2022
Q2 | $2.14M | Buy |
400,044
+4,791
| +1% | +$27.6K | 0.01% | 826 |
|
|
2022
Q1 | $2.45M | Sell |
395,253
-12,632
| -3% | -$78.5K | 0.01% | 833 |
|
|
2021
Q4 | $2.23M | Buy |
407,885
+39,343
| +11% | +$222K | ﹤0.01% | 865 |
|
|
2021
Q3 | $2.19M | Buy |
368,542
+37,440
| +11% | +$208K | 0.01% | 863 |
|
|
2021
Q2 | $1.79M | Buy |
331,102
+182,807
| +123% | +$1.02M | ﹤0.01% | 924 |
|
|
2021
Q1 | $798K | Sell |
148,295
-6,969
| -4% | -$36K | ﹤0.01% | 1138 |
|
|
2020
Q4 | $688K | Buy |
155,264
+37,258
| +32% | +$158K | ﹤0.01% | 1151 |
|
|
2020
Q3 | $473K | Buy |
118,006
+33,723
| +40% | +$136K | ﹤0.01% | 1181 |
|
|
2020
Q2 | $331K | Buy |
84,283
+39,614
| +89% | +$157K | ﹤0.01% | 1263 |
|
|
2020
Q1 | $163K | Buy |
44,669
+33,333
| +294% | +$159K | ﹤0.01% | 1322 |
|
|
2019
Q4 | $62K | Buy |
11,336
+570
| +5% | +$3.01K | ﹤0.01% | 1447 |
|
|
2019
Q3 | $55K | Sell |
10,766
-3,570
| -25% | -$17.5K | ﹤0.01% | 1406 |
|
|
2019
Q2 | $68K | Buy |
+14,336
| New | +$68.8K | ﹤0.01% | 1345 |
|
|
2019
Q1 | – | Sell |
-34,623
| Closed | -$169K | – | 1494 |
|
|
2018
Q4 | $169K | Buy |
34,623
+20,403
| +143% | +$115K | ﹤0.01% | 1357 |
|
|
2018
Q3 | $88K | Sell |
14,220
-303
| -2% | -$1.83K | ﹤0.01% | 1530 |
|
|
2018
Q2 | $82K | Buy |
+14,523
| New | +$91.9K | ﹤0.01% | 1422 |
|
|
2018
Q1 | – | Sell |
-12,597
| Closed | -$92K | – | 1348 |
|
|
2017
Q4 | $92K | Buy |
+12,597
| New | +$85.9K | ﹤0.01% | 1232 |
|
|
2015
Q3 | – | Sell |
-45,743
| Closed | -$330K | – | 1109 |
|
|
2015
Q2 | $330K | Buy |
45,743
+2,866
| +7% | +$20.4K | ﹤0.01% | 816 |
|
|
2015
Q1 | $267K | Buy |
42,877
+12,852
| +43% | +$76.3K | ﹤0.01% | 934 |
|
|
2014
Q4 | $166K | Buy |
30,025
+6,727
| +29% | +$37.5K | ﹤0.01% | 1017 |
|
|
2014
Q3 | $131K | Buy |
23,298
+1,676
| +8% | +$9.79K | ﹤0.01% | 1024 |
|
|
2014
Q2 | $133K | Sell |
21,622
-4,110
| -16% | -$23.3K | ﹤0.01% | 855 |
|
|
2014
Q1 | $142K | Sell |
25,732
-3,856
| -13% | -$23K | ﹤0.01% | 833 |
|
|
2013
Q4 | $198K | Buy |
29,588
+16,838
| +132% | +$108K | ﹤0.01% | 620 |
|
|
2013
Q3 | $82K | Buy |
12,750
+187
| +1% | +$1.19K | ﹤0.01% | 625 |
|
|
2013
Q2 | $78K | Buy |
+12,563
| New | +$80.5K | ﹤0.01% | 605 |
|
Other funds holding MUFG
JP Morgan Private Wealth Advisors's MUFG Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 11% in Q3 2023, selling an estimated $120K and leaving 122,760 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #956.
JP Morgan Private Wealth Advisors first reported a position in MUFG in Q2 2013 and has held it in 31 quarters since. The position peaked at $2.45M in Q1 2022. 328 funds tracked by Wall St. Rank hold MUFG as of Q3 2023.
- JP Morgan Private Wealth Advisors held 122,760 shares of Mitsubishi UFJ Financial worth $1.04M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 14,993 Mitsubishi UFJ Financial shares in Q3 2023, an estimated $120K.
- Mitsubishi UFJ Financial made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #956 holding.
- JP Morgan Private Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 31 quarters since.
- JP Morgan Private Wealth Advisors's Mitsubishi UFJ Financial position peaked at $2.45M in Q1 2022.
- 328 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.