JP Morgan Private Wealth Advisors’s Annaly Capital Management NLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $329K | Buy |
17,498
+484
| +3% | +$9.62K | ﹤0.01% | 1430 |
|
|
2023
Q2 | $340K | Sell |
17,014
-5,000
| -23% | -$97.1K | ﹤0.01% | 1190 |
|
|
2023
Q1 | $421K | Sell |
22,014
-4,611
| -17% | -$97.3K | ﹤0.01% | 1542 |
|
|
2022
Q4 | $561K | Sell |
26,625
-13,835
| -34% | -$272K | ﹤0.01% | 1426 |
|
|
2022
Q3 | $694K | Sell |
40,460
-10,928
| -21% | -$275K | ﹤0.01% | 1313 |
|
|
2022
Q2 | $1.22M | Sell |
51,388
-179
| -0.3% | -$4.64K | ﹤0.01% | 1033 |
|
|
2022
Q1 | $1.45M | Sell |
51,567
-278
| -0.5% | -$8.26K | ﹤0.01% | 1039 |
|
|
2021
Q4 | $1.62M | Buy |
51,845
+5,347
| +11% | +$180K | ﹤0.01% | 1002 |
|
|
2021
Q3 | $1.57M | Buy |
46,498
+7,411
| +19% | +$255K | ﹤0.01% | 1003 |
|
|
2021
Q2 | $1.39M | Buy |
39,087
+7,743
| +25% | +$281K | ﹤0.01% | 1035 |
|
|
2021
Q1 | $1.08M | Sell |
31,344
-29,300
| -48% | -$992K | ﹤0.01% | 1006 |
|
|
2020
Q4 | $2.05M | Buy |
60,644
+789
| +1% | +$24.4K | 0.01% | 720 |
|
|
2020
Q3 | $1.71M | Buy |
59,855
+6,432
| +12% | +$186K | 0.01% | 699 |
|
|
2020
Q2 | $1.4M | Sell |
53,423
-7,046
| -12% | -$174K | 0.01% | 690 |
|
|
2020
Q1 | $1.23M | Sell |
60,469
-2,435
| -4% | -$85.6K | 0.01% | 649 |
|
|
2019
Q4 | $2.37M | Sell |
62,904
-370
| -0.6% | -$13.5K | 0.01% | 583 |
|
|
2019
Q3 | $2.23M | Sell |
63,274
-13,578
| -18% | -$489K | 0.01% | 569 |
|
|
2019
Q2 | $2.81M | Sell |
76,852
-109,765
| -59% | -$4.18M | 0.02% | 516 |
|
|
2019
Q1 | $7.46M | Sell |
186,617
-9,309
| -5% | -$380K | 0.04% | 326 |
|
|
2018
Q4 | $7.7M | Sell |
195,926
-94,478
| -33% | -$3.78M | 0.05% | 292 |
|
|
2018
Q3 | $11.9M | Buy |
290,404
+75,602
| +35% | +$3.17M | 0.06% | 268 |
|
|
2018
Q2 | $8.84M | Buy |
214,802
+197,710
| +1,157% | +$8.24M | 0.05% | 292 |
|
|
2018
Q1 | $713K | Buy |
17,092
+863
| +5% | +$36.8K | ﹤0.01% | 750 |
|
|
2017
Q4 | $772K | Sell |
16,229
-25
| -0.2% | -$1.19K | 0.01% | 733 |
|
|
2017
Q3 | $792K | Sell |
16,254
-3,317
| -17% | -$162K | 0.01% | 694 |
|
|
2017
Q2 | $944K | Sell |
19,571
-2,537
| -11% | -$120K | 0.01% | 639 |
|
|
2017
Q1 | $982K | Buy |
22,108
+6,403
| +41% | +$272K | 0.01% | 638 |
|
|
2016
Q4 | $626K | Buy |
15,705
+115
| +0.7% | +$4.68K | 0.01% | 727 |
|
|
2016
Q3 | $655K | Buy |
15,590
+160
| +1% | +$6.93K | 0.01% | 700 |
|
|
2016
Q2 | $683K | Sell |
15,430
-285
| -2% | -$12.1K | 0.01% | 683 |
|
|
2016
Q1 | $645K | Buy |
15,715
+4,598
| +41% | +$180K | 0.01% | 672 |
|
|
2015
Q4 | $417K | Buy |
11,117
+6,212
| +127% | +$242K | ﹤0.01% | 745 |
|
|
2015
Q3 | $194K | Buy |
+4,905
| New | +$196K | ﹤0.01% | 945 |
|
|
2015
Q2 | – | Sell |
-3,104
| Closed | -$129K | – | 1113 |
|
|
2015
Q1 | $129K | Sell |
3,104
-820
| -21% | -$34.9K | ﹤0.01% | 1079 |
|
|
2014
Q4 | $170K | Buy |
3,924
+1,008
| +35% | +$45.6K | ﹤0.01% | 1016 |
|
|
2014
Q3 | $125K | Buy |
+2,916
| New | +$133K | ﹤0.01% | 1027 |
|
Other funds holding NLY
JP Morgan Private Wealth Advisors's NLY Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors increased its Annaly Capital Management (NLY) stake by 2.8% in Q3 2023, buying an estimated $9.62K and bringing the position to 17,498 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.
JP Morgan Private Wealth Advisors first reported a position in NLY in Q3 2014 and has held it in 36 quarters since. The position peaked at $11.9M in Q3 2018. 548 funds tracked by Wall St. Rank hold NLY as of Q3 2023.
- JP Morgan Private Wealth Advisors held 17,498 shares of Annaly Capital Management worth $329K as of Q3 2023.
- JP Morgan Private Wealth Advisors bought 484 Annaly Capital Management shares in Q3 2023, an estimated $9.62K.
- Annaly Capital Management made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1430 holding.
- JP Morgan Private Wealth Advisors first reported a position in Annaly Capital Management in Q3 2014 and has held it in 36 quarters since.
- JP Morgan Private Wealth Advisors's Annaly Capital Management position peaked at $11.9M in Q3 2018.
- 548 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.