JP Morgan Private Wealth Advisors’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.36M | Buy |
+137,313
| New | +$2.6M | 0.01% | 686 |
|
|
2023
Q2 | – | Sell |
-124,649
| Closed | -$2.31M | – | 1826 |
|
|
2023
Q1 | $2.31M | Sell |
124,649
-85,425
| -41% | -$1.86M | ﹤0.01% | 829 |
|
|
2022
Q4 | $4.53M | Buy |
210,074
+4,547
| +2% | +$98.6K | 0.01% | 601 |
|
|
2022
Q3 | $4.13M | Buy |
205,527
+97,735
| +91% | +$2.06M | 0.01% | 612 |
|
|
2022
Q2 | $2.02M | Buy |
107,792
+145
| +0.1% | +$2.99K | 0.01% | 847 |
|
|
2022
Q1 | $2.4M | Sell |
107,647
-136,860
| -56% | -$3.22M | 0.01% | 840 |
|
|
2021
Q4 | $5.33M | Sell |
244,507
-8,207
| -3% | -$188K | 0.01% | 593 |
|
|
2021
Q3 | $5.38M | Buy |
252,714
+11,281
| +5% | +$224K | 0.01% | 577 |
|
|
2021
Q2 | $4.87M | Sell |
241,433
-26,076
| -10% | -$564K | 0.01% | 602 |
|
|
2021
Q1 | $5.53M | Sell |
267,509
-23,240
| -8% | -$454K | 0.02% | 487 |
|
|
2020
Q4 | $4.69M | Sell |
290,749
-8,619
| -3% | -$125K | 0.02% | 499 |
|
|
2020
Q3 | $3.45M | Sell |
299,368
-6,818
| -2% | -$76.1K | 0.01% | 516 |
|
|
2020
Q2 | $3.4M | Sell |
306,186
-3,976
| -1% | -$42.3K | 0.02% | 452 |
|
|
2020
Q1 | $2.78M | Sell |
310,162
-35,535
| -10% | -$498K | 0.02% | 458 |
|
|
2019
Q4 | $5.93M | Sell |
345,697
-27,514
| -7% | -$453K | 0.03% | 390 |
|
|
2019
Q3 | $5.9M | Buy |
373,211
+1,512
| +0.4% | +$22.9K | 0.03% | 372 |
|
|
2019
Q2 | $5.55M | Sell |
371,699
-26,215
| -7% | -$387K | 0.03% | 366 |
|
|
2019
Q1 | $5.63M | Buy |
397,914
+18,185
| +5% | +$279K | 0.03% | 383 |
|
|
2018
Q4 | $5.08M | Buy |
379,729
+13,812
| +4% | +$222K | 0.03% | 357 |
|
|
2018
Q3 | $6.71M | Buy |
365,917
+1,648
| +0.5% | +$31K | 0.03% | 367 |
|
|
2018
Q2 | $6.48M | Buy |
364,269
+8,685
| +2% | +$163K | 0.04% | 348 |
|
|
2018
Q1 | $6.61M | Sell |
355,584
-7,140
| -2% | -$135K | 0.04% | 285 |
|
|
2017
Q4 | $6.27M | Sell |
362,724
-1,240
| -0.3% | -$19.8K | 0.04% | 298 |
|
|
2017
Q3 | $5.54M | Buy |
363,964
+16,525
| +5% | +$238K | 0.04% | 302 |
|
|
2017
Q2 | $5.09M | Buy |
347,439
+2,674
| +0.8% | +$37.6K | 0.04% | 297 |
|
|
2017
Q1 | $5.01M | Sell |
344,765
-4,715
| -1% | -$69.6K | 0.04% | 300 |
|
|
2016
Q4 | $5.02M | Sell |
349,480
-35,255
| -9% | -$436K | 0.04% | 280 |
|
|
2016
Q3 | $3.8M | Sell |
384,735
-44,100
| -10% | -$413K | 0.04% | 311 |
|
|
2016
Q2 | $3.65M | Sell |
428,835
-145,149
| -25% | -$1.31M | 0.04% | 321 |
|
|
2016
Q1 | $4.51M | Sell |
573,984
-416,794
| -42% | -$3.35M | 0.04% | 263 |
|
|
2015
Q4 | $9.51M | Sell |
990,778
-439,200
| -31% | -$4.21M | 0.1% | 183 |
|
|
2015
Q3 | $12.9M | Sell |
1,429,978
-105,183
| -7% | -$1.04M | 0.16% | 141 |
|
|
2015
Q2 | $15.9M | Sell |
1,535,161
-255,530
| -14% | -$2.57M | 0.18% | 136 |
|
|
2015
Q1 | $16.9M | Sell |
1,790,691
-521,606
| -23% | -$4.93M | 0.19% | 129 |
|
|
2014
Q4 | $24.4M | Sell |
2,312,297
-36,728
| -2% | -$367K | 0.29% | 90 |
|
|
2014
Q3 | $23.6M | Sell |
2,349,025
-385,394
| -14% | -$3.93M | 0.3% | 89 |
|
|
2014
Q2 | $29M | Buy |
2,734,419
+168,700
| +7% | +$1.76M | 0.49% | 59 |
|
|
2014
Q1 | $28.5M | Buy |
2,565,719
+239,904
| +10% | +$2.53M | 0.52% | 51 |
|
|
2013
Q4 | $23M | Buy |
2,325,815
+180,989
| +8% | +$1.74M | 0.46% | 66 |
|
|
2013
Q3 | $19.9M | Buy |
2,144,826
+185,151
| +9% | +$1.81M | 0.45% | 73 |
|
|
2013
Q2 | $18.7M | Buy |
+1,959,675
| New | +$17.1M | 0.46% | 65 |
|
Other funds holding RF
JP Morgan Private Wealth Advisors's RF Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Regions Financial (RF) in Q3 2023: 137,313 shares worth $2.36M. The stake represents 0.01% of the portfolio and ranks #686 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in RF as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in RF in Q2 2013 and has held it in 41 quarters since. The position peaked at $29M in Q2 2014. 793 funds tracked by Wall St. Rank hold RF as of Q3 2023.
- JP Morgan Private Wealth Advisors held 137,313 shares of Regions Financial worth $2.36M as of Q3 2023.
- Regions Financial was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Regions Financial made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #686 holding.
- JP Morgan Private Wealth Advisors first reported a position in Regions Financial in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Regions Financial position peaked at $29M in Q2 2014.
- 793 funds tracked by Wall St. Rank held Regions Financial as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.