JP Morgan Private Wealth Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $27.5M | Sell |
297,296
-14,644
| -5% | -$1.41M | 0.08% | 236 |
|
|
2023
Q2 | $30.5M | Sell |
311,940
-47,998
| -13% | -$4.59M | 0.16% | 125 |
|
|
2023
Q1 | $35M | Buy |
359,938
+43,859
| +14% | +$4.37M | 0.07% | 233 |
|
|
2022
Q4 | $32M | Buy |
316,079
+30,440
| +11% | +$2.87M | 0.07% | 240 |
|
|
2022
Q3 | $23.7M | Buy |
285,639
+13,953
| +5% | +$1.33M | 0.06% | 264 |
|
|
2022
Q2 | $26.8M | Buy |
271,686
+8,439
| +3% | +$860K | 0.07% | 246 |
|
|
2022
Q1 | $24.7M | Sell |
263,247
-35,258
| -12% | -$3.53M | 0.05% | 289 |
|
|
2021
Q4 | $28.4M | Buy |
298,505
+59,483
| +25% | +$5.56M | 0.06% | 263 |
|
|
2021
Q3 | $22.7M | Sell |
239,022
-57,862
| -19% | -$5.82M | 0.06% | 291 |
|
|
2021
Q2 | $29.4M | Sell |
296,884
-52,592
| -15% | -$5.05M | 0.08% | 245 |
|
|
2021
Q1 | $31M | Sell |
349,476
-12,026
| -3% | -$1.02M | 0.1% | 203 |
|
|
2020
Q4 | $29.9M | Buy |
361,502
+29,992
| +9% | +$2.33M | 0.1% | 202 |
|
|
2020
Q3 | $24.9M | Sell |
331,510
-17,754
| -5% | -$1.37M | 0.1% | 193 |
|
|
2020
Q2 | $24.5M | Buy |
349,264
+3,840
| +1% | +$280K | 0.11% | 175 |
|
|
2020
Q1 | $25.2M | Buy |
345,424
+11,953
| +4% | +$984K | 0.14% | 144 |
|
|
2019
Q4 | $28.4M | Buy |
333,471
+398
| +0.1% | +$32.8K | 0.13% | 159 |
|
|
2019
Q3 | $25.3M | Buy |
333,073
+14,499
| +5% | +$1.15M | 0.13% | 152 |
|
|
2019
Q2 | $25M | Sell |
318,574
-20,799
| -6% | -$1.72M | 0.14% | 158 |
|
|
2019
Q1 | $30M | Sell |
339,373
-10,720
| -3% | -$863K | 0.16% | 145 |
|
|
2018
Q4 | $23.4M | Sell |
350,093
-20,197
| -5% | -$1.69M | 0.14% | 154 |
|
|
2018
Q3 | $30.2M | Sell |
370,290
-29,471
| -7% | -$2.42M | 0.15% | 158 |
|
|
2018
Q2 | $32.3M | Buy |
399,761
+44,863
| +13% | +$3.81M | 0.18% | 132 |
|
|
2018
Q1 | $35.3M | Buy |
354,898
+17,357
| +5% | +$1.81M | 0.24% | 100 |
|
|
2017
Q4 | $35.7M | Sell |
337,541
-2,903
| -0.9% | -$309K | 0.23% | 109 |
|
|
2017
Q3 | $37.8M | Sell |
340,444
-2,816
| -0.8% | -$328K | 0.27% | 95 |
|
|
2017
Q2 | $40.3M | Sell |
343,260
-5,994
| -2% | -$694K | 0.31% | 89 |
|
|
2017
Q1 | $39.4M | Sell |
349,254
-60
| -0% | -$6.19K | 0.31% | 86 |
|
|
2016
Q4 | $32M | Buy |
349,314
+6,769
| +2% | +$627K | 0.28% | 94 |
|
|
2016
Q3 | $33.3M | Sell |
342,545
-2,914
| -0.8% | -$292K | 0.31% | 89 |
|
|
2016
Q2 | $35.1M | Sell |
345,459
-38,751
| -10% | -$3.86M | 0.34% | 82 |
|
|
2016
Q1 | $37.7M | Buy |
384,210
+42,090
| +12% | +$3.86M | 0.36% | 76 |
|
|
2015
Q4 | $30.1M | Buy |
342,120
+81,577
| +31% | +$7.08M | 0.31% | 88 |
|
|
2015
Q3 | $20.7M | Sell |
260,543
-23,198
| -8% | -$1.91M | 0.26% | 105 |
|
|
2015
Q2 | $22.7M | Buy |
283,741
+8,297
| +3% | +$683K | 0.26% | 108 |
|
|
2015
Q1 | $20.7M | Sell |
275,444
-17,871
| -6% | -$1.45M | 0.24% | 114 |
|
|
2014
Q4 | $23.9M | Buy |
293,315
+9,047
| +3% | +$777K | 0.29% | 94 |
|
|
2014
Q3 | $23.7M | Buy |
284,268
+19,521
| +7% | +$1.65M | 0.3% | 88 |
|
|
2014
Q2 | $22.3M | Buy |
264,747
+5,429
| +2% | +$467K | 0.38% | 78 |
|
|
2014
Q1 | $21.2M | Buy |
259,318
+36,390
| +16% | +$2.94M | 0.39% | 76 |
|
|
2013
Q4 | $19.4M | Buy |
222,928
+28,784
| +15% | +$2.51M | 0.39% | 78 |
|
|
2013
Q3 | $16.8M | Buy |
194,144
+16,629
| +9% | +$1.45M | 0.38% | 83 |
|
|
2013
Q2 | $15.4M | Buy |
+177,515
| New | +$16.5M | 0.38% | 85 |
|
Other funds holding PM
JP Morgan Private Wealth Advisors's PM Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Philip Morris (PM) stake by 4.7% in Q3 2023, selling an estimated $1.41M and leaving 297,296 shares worth $27.5M. The position accounts for 0.08% of the portfolio, ranked #236.
JP Morgan Private Wealth Advisors first reported a position in PM in Q2 2013 and has held it in 42 quarters since. The position peaked at $40.3M in Q2 2017. 2,027 funds tracked by Wall St. Rank hold PM as of Q3 2023.
- JP Morgan Private Wealth Advisors held 297,296 shares of Philip Morris worth $27.5M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 14,644 Philip Morris shares in Q3 2023, an estimated $1.41M.
- Philip Morris made up 0.08% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #236 holding.
- JP Morgan Private Wealth Advisors first reported a position in Philip Morris in Q2 2013 and has held it in 42 quarters since.
- JP Morgan Private Wealth Advisors's Philip Morris position peaked at $40.3M in Q2 2017.
- 2,027 funds tracked by Wall St. Rank held Philip Morris as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.