JP Morgan Private Wealth Advisors’s Robert Half RHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.82M | Sell |
24,777
-2,001
| -7% | -$152K | 0.01% | 773 |
|
|
2023
Q2 | $2.01M | Sell |
26,778
-7,194
| -21% | -$513K | 0.01% | 559 |
|
|
2023
Q1 | $2.74M | Sell |
33,972
-356
| -1% | -$28.3K | 0.01% | 767 |
|
|
2022
Q4 | $2.53M | Buy |
34,328
+1,275
| +4% | +$97.3K | 0.01% | 766 |
|
|
2022
Q3 | $2.53M | Sell |
33,053
-10,327
| -24% | -$807K | 0.01% | 763 |
|
|
2022
Q2 | $3.25M | Buy |
43,380
+12,805
| +42% | +$1.21M | 0.01% | 692 |
|
|
2022
Q1 | $3.49M | Buy |
30,575
+5,641
| +23% | +$651K | 0.01% | 711 |
|
|
2021
Q4 | $2.78M | Sell |
24,934
-8,423
| -25% | -$938K | 0.01% | 792 |
|
|
2021
Q3 | $3.35M | Sell |
33,357
-3,773
| -10% | -$369K | 0.01% | 707 |
|
|
2021
Q2 | $3.3M | Buy |
37,130
+2,486
| +7% | +$217K | 0.01% | 701 |
|
|
2021
Q1 | $2.71M | Sell |
34,644
-6,614
| -16% | -$480K | 0.01% | 664 |
|
|
2020
Q4 | $2.58M | Sell |
41,258
-6,103
| -13% | -$364K | 0.01% | 643 |
|
|
2020
Q3 | $2.51M | Sell |
47,361
-6,875
| -13% | -$366K | 0.01% | 590 |
|
|
2020
Q2 | $2.87M | Buy |
54,236
+10,231
| +23% | +$486K | 0.01% | 492 |
|
|
2020
Q1 | $1.66M | Sell |
44,005
-17,106
| -28% | -$926K | 0.01% | 579 |
|
|
2019
Q4 | $3.86M | Buy |
61,111
+12,226
| +25% | +$710K | 0.02% | 478 |
|
|
2019
Q3 | $2.72M | Buy |
48,885
+44,910
| +1,130% | +$2.53M | 0.01% | 527 |
|
|
2019
Q2 | $227K | Sell |
3,975
-295
| -7% | -$17.6K | ﹤0.01% | 1261 |
|
|
2019
Q1 | $278K | Sell |
4,270
-294
| -6% | -$18.7K | ﹤0.01% | 1243 |
|
|
2018
Q4 | $261K | Sell |
4,564
-1,244
| -21% | -$76.3K | ﹤0.01% | 1236 |
|
|
2018
Q3 | $409K | Buy |
5,808
+166
| +3% | +$12.2K | ﹤0.01% | 1155 |
|
|
2018
Q2 | $367K | Sell |
5,642
-8,182
| -59% | -$519K | ﹤0.01% | 1130 |
|
|
2018
Q1 | $800K | Sell |
13,824
-2,868
| -17% | -$164K | 0.01% | 707 |
|
|
2017
Q4 | $927K | Buy |
16,692
+1,959
| +13% | +$104K | 0.01% | 676 |
|
|
2017
Q3 | $741K | Buy |
14,733
+1,677
| +13% | +$77.5K | 0.01% | 711 |
|
|
2017
Q2 | $626K | Sell |
13,056
-6,497
| -33% | -$304K | ﹤0.01% | 765 |
|
|
2017
Q1 | $955K | Sell |
19,553
-1,382
| -7% | -$66.8K | 0.01% | 647 |
|
|
2016
Q4 | $1.02M | Buy |
20,935
+9,564
| +84% | +$410K | 0.01% | 595 |
|
|
2016
Q3 | $430K | Buy |
11,371
+997
| +10% | +$38K | ﹤0.01% | 840 |
|
|
2016
Q2 | $395K | Sell |
10,374
-3,835
| -27% | -$157K | ﹤0.01% | 868 |
|
|
2016
Q1 | $661K | Buy |
14,209
+4,525
| +47% | +$190K | 0.01% | 667 |
|
|
2015
Q4 | $457K | Buy |
9,684
+4,977
| +106% | +$251K | ﹤0.01% | 724 |
|
|
2015
Q3 | $241K | Sell |
4,707
-7,380
| -61% | -$397K | ﹤0.01% | 862 |
|
|
2015
Q2 | $671K | Sell |
12,087
-8
| -0.1% | -$458 | 0.01% | 592 |
|
|
2015
Q1 | $732K | Buy |
12,095
+6,474
| +115% | +$389K | 0.01% | 608 |
|
|
2014
Q4 | $328K | Buy |
5,621
+18
| +0.3% | +$977 | ﹤0.01% | 844 |
|
|
2014
Q3 | $275K | Buy |
5,603
+189
| +3% | +$9.36K | ﹤0.01% | 870 |
|
|
2014
Q2 | $258K | Sell |
5,414
-168
| -3% | -$7.53K | ﹤0.01% | 741 |
|
|
2014
Q1 | $234K | Buy |
+5,582
| New | +$230K | ﹤0.01% | 778 |
|
Other funds holding RHI
FMI
JP Morgan Private Wealth Advisors's RHI Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Robert Half (RHI) stake by 7.5% in Q3 2023, selling an estimated $152K and leaving 24,777 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #773.
JP Morgan Private Wealth Advisors first reported a position in RHI in Q1 2014 and has held it in 39 quarters since. The position peaked at $3.86M in Q4 2019. 508 funds tracked by Wall St. Rank hold RHI as of Q3 2023.
- JP Morgan Private Wealth Advisors held 24,777 shares of Robert Half worth $1.82M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 2,001 Robert Half shares in Q3 2023, an estimated $152K.
- Robert Half made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #773 holding.
- JP Morgan Private Wealth Advisors first reported a position in Robert Half in Q1 2014 and has held it in 39 quarters since.
- JP Morgan Private Wealth Advisors's Robert Half position peaked at $3.86M in Q4 2019.
- 508 funds tracked by Wall St. Rank held Robert Half as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.