JP Morgan Private Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $13.1M | Sell |
128,413
-13,345
| -9% | -$1.35M | 0.04% | 331 |
|
|
2023
Q2 | $14.3M | Sell |
141,758
-17,959
| -11% | -$1.8M | 0.07% | 191 |
|
|
2023
Q1 | $14.7M | Sell |
159,717
-6,724
| -4% | -$587K | 0.03% | 357 |
|
|
2022
Q4 | $15.1M | Sell |
166,441
-20,411
| -11% | -$1.72M | 0.03% | 347 |
|
|
2022
Q3 | $14.2M | Sell |
186,852
-1,390
| -0.7% | -$115K | 0.04% | 332 |
|
|
2022
Q2 | $15.9M | Buy |
188,242
+727
| +0.4% | +$63.8K | 0.04% | 320 |
|
|
2022
Q1 | $16.5M | Buy |
187,515
+4,779
| +3% | +$414K | 0.04% | 350 |
|
|
2021
Q4 | $16M | Sell |
182,736
-36,984
| -17% | -$3.07M | 0.03% | 360 |
|
|
2021
Q3 | $18M | Sell |
219,720
-8,033
| -4% | -$723K | 0.04% | 327 |
|
|
2021
Q2 | $20.8M | Buy |
227,753
+23,449
| +11% | +$2.09M | 0.05% | 301 |
|
|
2021
Q1 | $17.5M | Sell |
204,304
-18,207
| -8% | -$1.63M | 0.06% | 296 |
|
|
2020
Q4 | $21M | Sell |
222,511
-14,174
| -6% | -$1.24M | 0.07% | 245 |
|
|
2020
Q3 | $20.6M | Sell |
236,685
-71,750
| -23% | -$6.22M | 0.08% | 214 |
|
|
2020
Q2 | $26.9M | Sell |
308,435
-2,632
| -0.8% | -$227K | 0.12% | 163 |
|
|
2020
Q1 | $25.6M | Buy |
311,067
+8,373
| +3% | +$747K | 0.15% | 143 |
|
|
2019
Q4 | $28.7M | Buy |
302,694
+9,442
| +3% | +$847K | 0.13% | 158 |
|
|
2019
Q3 | $25.5M | Buy |
293,252
+46
| +0% | +$4.13K | 0.13% | 151 |
|
|
2019
Q2 | $26.8M | Sell |
293,206
-43,855
| -13% | -$3.71M | 0.15% | 153 |
|
|
2019
Q1 | $29M | Buy |
337,061
+281
| +0.1% | +$22.6K | 0.15% | 149 |
|
|
2018
Q4 | $25.9M | Sell |
336,780
-83,622
| -20% | -$6.51M | 0.16% | 144 |
|
|
2018
Q3 | $32.5M | Sell |
420,402
-12,042
| -3% | -$890K | 0.16% | 146 |
|
|
2018
Q2 | $29.3M | Sell |
432,444
-45,011
| -9% | -$3.11M | 0.16% | 140 |
|
|
2018
Q1 | $34.6M | Sell |
477,455
-21,003
| -4% | -$1.6M | 0.23% | 105 |
|
|
2017
Q4 | $37.5M | Sell |
498,458
-15,834
| -3% | -$1.19M | 0.25% | 102 |
|
|
2017
Q3 | $39.6M | Sell |
514,292
-84,009
| -14% | -$6.34M | 0.28% | 92 |
|
|
2017
Q2 | $44.8M | Buy |
598,301
+114,130
| +24% | +$8.09M | 0.34% | 82 |
|
|
2017
Q1 | $32.2M | Sell |
484,171
-26,849
| -5% | -$1.79M | 0.25% | 99 |
|
|
2016
Q4 | $33.4M | Sell |
511,020
-160,812
| -24% | -$10.4M | 0.29% | 87 |
|
|
2016
Q3 | $47.5M | Buy |
671,832
+41,075
| +7% | +$2.99M | 0.44% | 64 |
|
|
2016
Q2 | $46.6M | Sell |
630,757
-18,963
| -3% | -$1.31M | 0.45% | 63 |
|
|
2016
Q1 | $42.2M | Buy |
649,720
+92,765
| +17% | +$6.31M | 0.4% | 65 |
|
|
2015
Q4 | $42.9M | Buy |
556,955
+135,644
| +32% | +$10.8M | 0.44% | 64 |
|
|
2015
Q3 | $34.7M | Buy |
421,311
+6,725
| +2% | +$599K | 0.44% | 64 |
|
|
2015
Q2 | $36.5M | Sell |
414,586
-3,887
| -0.9% | -$357K | 0.42% | 69 |
|
|
2015
Q1 | $37M | Sell |
418,473
-20,857
| -5% | -$1.85M | 0.42% | 65 |
|
|
2014
Q4 | $36.5M | Buy |
439,330
+7,205
| +2% | +$597K | 0.44% | 65 |
|
|
2014
Q3 | $36.4M | Buy |
432,125
+9,338
| +2% | +$756K | 0.47% | 58 |
|
|
2014
Q2 | $34.3M | Buy |
422,787
+2,663
| +0.6% | +$209K | 0.58% | 47 |
|
|
2014
Q1 | $32M | Buy |
420,124
+24,522
| +6% | +$1.79M | 0.58% | 43 |
|
|
2013
Q4 | $28.5M | Sell |
395,602
-23,152
| -6% | -$1.61M | 0.57% | 46 |
|
|
2013
Q3 | $28.8M | Buy |
418,754
+9,758
| +2% | +$646K | 0.65% | 44 |
|
|
2013
Q2 | $25.9M | Buy |
+408,996
| New | +$26.6M | 0.64% | 50 |
|
Other funds holding NVS
JP Morgan Private Wealth Advisors's NVS Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Novartis (NVS) stake by 9.4% in Q3 2023, selling an estimated $1.35M and leaving 128,413 shares worth $13.1M. The position accounts for 0.04% of the portfolio, ranked #331.
JP Morgan Private Wealth Advisors first reported a position in NVS in Q2 2013 and has held it in 42 quarters since. The position peaked at $47.5M in Q3 2016. 1,224 funds tracked by Wall St. Rank hold NVS as of Q3 2023.
- JP Morgan Private Wealth Advisors held 128,413 shares of Novartis worth $13.1M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 13,345 Novartis shares in Q3 2023, an estimated $1.35M.
- Novartis made up 0.04% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #331 holding.
- JP Morgan Private Wealth Advisors first reported a position in Novartis in Q2 2013 and has held it in 42 quarters since.
- JP Morgan Private Wealth Advisors's Novartis position peaked at $47.5M in Q3 2016.
- 1,224 funds tracked by Wall St. Rank held Novartis as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.