JP Morgan Private Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $81.9M | Buy |
+698,838
| New | +$82.7M | 0.23% | 101 |
|
|
2023
Q2 | – | Sell |
-872,302
| Closed | -$87.1M | – | 1788 |
|
|
2023
Q1 | $87.1M | Sell |
872,302
-8,132
| -0.9% | -$689K | 0.18% | 120 |
|
|
2022
Q4 | $61.4M | Sell |
880,434
-228,102
| -21% | -$18.3M | 0.14% | 152 |
|
|
2022
Q3 | $90.8M | Buy |
1,108,536
+20,670
| +2% | +$1.79M | 0.24% | 105 |
|
|
2022
Q2 | $89.6M | Buy |
1,087,866
+290,928
| +37% | +$25.8M | 0.23% | 106 |
|
|
2022
Q1 | $82.7M | Buy |
796,938
+122,670
| +18% | +$11M | 0.18% | 133 |
|
|
2021
Q4 | $62.6M | Buy |
674,268
+42,630
| +7% | +$3.69M | 0.13% | 163 |
|
|
2021
Q3 | $50.4M | Buy |
631,638
+47,502
| +8% | +$3.34M | 0.12% | 176 |
|
|
2021
Q2 | $36.1M | Buy |
584,136
+114,912
| +24% | +$6.81M | 0.09% | 217 |
|
|
2021
Q1 | $25.2M | Sell |
469,224
-37,584
| -7% | -$2.23M | 0.08% | 228 |
|
|
2020
Q4 | $30M | Sell |
506,808
-276,684
| -35% | -$12.9M | 0.1% | 201 |
|
|
2020
Q3 | $32M | Buy |
783,492
+68,922
| +10% | +$2.87M | 0.12% | 163 |
|
|
2020
Q2 | $27.4M | Buy |
714,570
+95,898
| +16% | +$3.38M | 0.12% | 161 |
|
|
2020
Q1 | $16.9M | Sell |
618,672
-100,812
| -14% | -$3.52M | 0.1% | 191 |
|
|
2019
Q4 | $27.7M | Buy |
719,484
+40,422
| +6% | +$1.53M | 0.13% | 163 |
|
|
2019
Q3 | $23.1M | Buy |
679,062
+23,688
| +4% | +$838K | 0.12% | 163 |
|
|
2019
Q2 | $22.3M | Buy |
655,374
+47,094
| +8% | +$1.76M | 0.12% | 170 |
|
|
2019
Q1 | $24.6M | Buy |
608,280
+209,796
| +53% | +$7.78M | 0.13% | 168 |
|
|
2018
Q4 | $12.5M | Buy |
398,484
+30,648
| +8% | +$956K | 0.08% | 230 |
|
|
2018
Q3 | $13.8M | Buy |
367,836
+55,692
| +18% | +$2.03M | 0.07% | 245 |
|
|
2018
Q2 | $10.7M | Buy |
312,144
+70,152
| +29% | +$2.34M | 0.06% | 263 |
|
|
2018
Q1 | $7.32M | Sell |
241,992
-54,510
| -18% | -$1.51M | 0.05% | 270 |
|
|
2017
Q4 | $7.16M | Buy |
296,502
+4,164
| +1% | +$101K | 0.05% | 277 |
|
|
2017
Q3 | $7.02M | Buy |
292,338
+34,944
| +14% | +$796K | 0.05% | 267 |
|
|
2017
Q2 | $5.74M | Sell |
257,394
-60,570
| -19% | -$1.22M | 0.04% | 283 |
|
|
2017
Q1 | $5.97M | Sell |
317,964
-104,952
| -25% | -$2.35M | 0.05% | 284 |
|
|
2016
Q4 | $8.81M | Sell |
422,916
-65,784
| -13% | -$1.58M | 0.08% | 208 |
|
|
2016
Q3 | $13M | Buy |
488,700
+22,410
| +5% | +$511K | 0.12% | 172 |
|
|
2016
Q2 | $9.53M | Sell |
466,290
-52,554
| -10% | -$1.22M | 0.09% | 186 |
|
|
2016
Q1 | $14.1M | Buy |
518,844
+66,858
| +15% | +$1.64M | 0.13% | 145 |
|
|
2015
Q4 | $13.3M | Buy |
451,986
+154,824
| +52% | +$4.47M | 0.14% | 156 |
|
|
2015
Q3 | $8.52M | Buy |
297,162
+149,010
| +101% | +$4.4M | 0.11% | 173 |
|
|
2015
Q2 | $4.31M | Buy |
148,152
+103,728
| +233% | +$2.77M | 0.05% | 257 |
|
|
2015
Q1 | $1.08M | Sell |
44,424
-264
| -0.6% | -$5.91K | 0.01% | 508 |
|
|
2014
Q4 | $913K | Buy |
44,688
+13,998
| +46% | +$258K | 0.01% | 550 |
|
|
2014
Q3 | $502K | Buy |
30,690
+5,976
| +24% | +$85.8K | 0.01% | 688 |
|
|
2014
Q2 | $345K | Buy |
+24,714
| New | +$288K | 0.01% | 677 |
|
Other funds holding PANW
N
JP Morgan Private Wealth Advisors's PANW Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Palo Alto Networks (PANW) in Q3 2023: 698,838 shares worth $81.9M. The stake represents 0.23% of the portfolio and ranks #101 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in PANW as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in PANW in Q2 2014 and has held it in 37 quarters since. The position peaked at $90.8M in Q3 2022. 1,637 funds tracked by Wall St. Rank hold PANW as of Q3 2023.
- JP Morgan Private Wealth Advisors held 698,838 shares of Palo Alto Networks worth $81.9M as of Q3 2023.
- Palo Alto Networks was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Palo Alto Networks made up 0.23% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #101 holding.
- JP Morgan Private Wealth Advisors first reported a position in Palo Alto Networks in Q2 2014 and has held it in 37 quarters since.
- JP Morgan Private Wealth Advisors's Palo Alto Networks position peaked at $90.8M in Q3 2022.
- 1,637 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.