JP Morgan Private Wealth Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.26M | Buy |
+23,835
| New | +$2.25M | 0.01% | 700 |
|
|
2023
Q2 | – | Sell |
-29,153
| Closed | -$2.41M | – | 1809 |
|
|
2023
Q1 | $2.41M | Sell |
29,153
-2,622
| -8% | -$250K | 0.01% | 810 |
|
|
2022
Q4 | $3.16M | Buy |
31,775
+796
| +3% | +$80.6K | 0.01% | 703 |
|
|
2022
Q3 | $2.66M | Sell |
30,979
-805
| -3% | -$77.5K | 0.01% | 749 |
|
|
2022
Q2 | $3.04M | Buy |
31,784
+1,005
| +3% | +$106K | 0.01% | 709 |
|
|
2022
Q1 | $3.64M | Buy |
30,779
+7,775
| +34% | +$884K | 0.01% | 699 |
|
|
2021
Q4 | $2.49M | Sell |
23,004
-544
| -2% | -$59.1K | 0.01% | 824 |
|
|
2021
Q3 | $2.48M | Buy |
23,548
+2,123
| +10% | +$219K | 0.01% | 820 |
|
|
2021
Q2 | $2.19M | Buy |
21,425
+12,266
| +134% | +$1.25M | 0.01% | 836 |
|
|
2021
Q1 | $834K | Sell |
9,159
-1,621
| -15% | -$139K | ﹤0.01% | 1122 |
|
|
2020
Q4 | $842K | Sell |
10,780
-451
| -4% | -$32.6K | ﹤0.01% | 1073 |
|
|
2020
Q3 | $713K | Sell |
11,231
-2,541
| -18% | -$167K | ﹤0.01% | 1023 |
|
|
2020
Q2 | $839K | Buy |
13,772
+1,740
| +14% | +$102K | ﹤0.01% | 877 |
|
|
2020
Q1 | $627K | Sell |
12,032
-1,549
| -11% | -$123K | ﹤0.01% | 850 |
|
|
2019
Q4 | $1.27M | Sell |
13,581
-620
| -4% | -$56.9K | 0.01% | 713 |
|
|
2019
Q3 | $1.28M | Buy |
14,201
+932
| +7% | +$84.5K | 0.01% | 688 |
|
|
2019
Q2 | $1.34M | Sell |
13,269
-1,613
| -11% | -$161K | 0.01% | 678 |
|
|
2019
Q1 | $1.37M | Buy |
14,882
+2,447
| +20% | +$226K | 0.01% | 700 |
|
|
2018
Q4 | $1.01M | Sell |
12,435
-5,257
| -30% | -$484K | 0.01% | 744 |
|
|
2018
Q3 | $1.79M | Buy |
17,692
+542
| +3% | +$53.4K | 0.01% | 652 |
|
|
2018
Q2 | $1.6M | Buy |
17,150
+1,517
| +10% | +$153K | 0.01% | 647 |
|
|
2018
Q1 | $1.62M | Sell |
15,633
-1,707
| -10% | -$192K | 0.01% | 526 |
|
|
2017
Q4 | $1.99M | Sell |
17,340
-793
| -4% | -$89K | 0.01% | 476 |
|
|
2017
Q3 | $1.93M | Buy |
18,133
+274
| +2% | +$29.3K | 0.01% | 474 |
|
|
2017
Q2 | $1.93M | Buy |
17,859
+3,191
| +22% | +$339K | 0.01% | 468 |
|
|
2017
Q1 | $1.56M | Buy |
14,668
+3,436
| +31% | +$371K | 0.01% | 526 |
|
|
2016
Q4 | $1.17M | Sell |
11,232
-7,444
| -40% | -$706K | 0.01% | 560 |
|
|
2016
Q3 | $1.52M | Buy |
18,676
+46
| +0.2% | +$3.53K | 0.01% | 499 |
|
|
2016
Q2 | $1.33M | Sell |
18,630
-6,715
| -26% | -$507K | 0.01% | 525 |
|
|
2016
Q1 | $1.83M | Buy |
25,345
+6,856
| +37% | +$478K | 0.02% | 417 |
|
|
2015
Q4 | $1.5M | Buy |
18,489
+836
| +5% | +$69.1K | 0.02% | 435 |
|
|
2015
Q3 | $1.35M | Sell |
17,653
-3,581
| -17% | -$300K | 0.02% | 411 |
|
|
2015
Q2 | $1.86M | Sell |
21,234
-3,616
| -15% | -$307K | 0.02% | 382 |
|
|
2015
Q1 | $2M | Buy |
24,850
+3,931
| +19% | +$318K | 0.02% | 381 |
|
|
2014
Q4 | $1.89M | Buy |
20,919
+1,935
| +10% | +$166K | 0.02% | 389 |
|
|
2014
Q3 | $1.67M | Buy |
18,984
+1,452
| +8% | +$130K | 0.02% | 406 |
|
|
2014
Q2 | $1.56M | Sell |
17,532
-149
| -0.8% | -$12.5K | 0.03% | 334 |
|
|
2014
Q1 | $1.5M | Buy |
17,681
+12,907
| +270% | +$1.11M | 0.03% | 329 |
|
|
2013
Q4 | $440K | Buy |
4,774
+295
| +7% | +$25.2K | 0.01% | 475 |
|
|
2013
Q3 | $349K | Buy |
4,479
+1,186
| +36% | +$93K | 0.01% | 488 |
|
|
2013
Q2 | $240K | Buy |
+3,293
| New | +$213K | 0.01% | 531 |
|
Other funds holding PRU
JP Morgan Private Wealth Advisors's PRU Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Prudential Financial (PRU) in Q3 2023: 23,835 shares worth $2.26M. The stake represents 0.01% of the portfolio and ranks #700 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in PRU as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in PRU in Q2 2013 and has held it in 41 quarters since. The position peaked at $3.64M in Q1 2022. 1,158 funds tracked by Wall St. Rank hold PRU as of Q3 2023.
- JP Morgan Private Wealth Advisors held 23,835 shares of Prudential Financial worth $2.26M as of Q3 2023.
- Prudential Financial was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Prudential Financial made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #700 holding.
- JP Morgan Private Wealth Advisors first reported a position in Prudential Financial in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Prudential Financial position peaked at $3.64M in Q1 2022.
- 1,158 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.