JP Morgan Private Wealth Advisors’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.07M | Sell |
15,961
-737
| -4% | -$199K | 0.01% | 540 |
|
|
2023
Q2 | $4.81M | Buy |
16,698
+1,908
| +13% | +$494K | 0.03% | 346 |
|
|
2023
Q1 | $3.65M | Sell |
14,790
-1,323
| -8% | -$323K | 0.01% | 673 |
|
|
2022
Q4 | $3.68M | Buy |
16,113
+153
| +1% | +$34.6K | 0.01% | 659 |
|
|
2022
Q3 | $3.21M | Buy |
15,960
+1,274
| +9% | +$275K | 0.01% | 691 |
|
|
2022
Q2 | $2.89M | Sell |
14,686
-278
| -2% | -$59.2K | 0.01% | 728 |
|
|
2022
Q1 | $3.08M | Buy |
14,964
+1,657
| +12% | +$350K | 0.01% | 762 |
|
|
2021
Q4 | $2.87M | Sell |
13,307
-1,989
| -13% | -$425K | 0.01% | 785 |
|
|
2021
Q3 | $3.2M | Buy |
15,296
+311
| +2% | +$68.9K | 0.01% | 719 |
|
|
2021
Q2 | $3.35M | Buy |
14,985
+2,854
| +24% | +$683K | 0.01% | 697 |
|
|
2021
Q1 | $2.8M | Sell |
12,131
-2,357
| -16% | -$464K | 0.01% | 661 |
|
|
2020
Q4 | $2.48M | Sell |
14,488
-3,346
| -19% | -$559K | 0.01% | 659 |
|
|
2020
Q3 | $2.62M | Sell |
17,834
-2,287
| -11% | -$332K | 0.01% | 577 |
|
|
2020
Q2 | $2.79M | Sell |
20,121
-638
| -3% | -$81.1K | 0.01% | 499 |
|
|
2020
Q1 | $2.26M | Sell |
20,759
-7,967
| -28% | -$1.18M | 0.01% | 512 |
|
|
2019
Q4 | $4.87M | Buy |
28,726
+5,589
| +24% | +$912K | 0.02% | 429 |
|
|
2019
Q3 | $3.62M | Buy |
23,137
+5,630
| +32% | +$865K | 0.02% | 478 |
|
|
2019
Q2 | $2.9M | Sell |
17,507
-2,509
| -13% | -$408K | 0.02% | 510 |
|
|
2019
Q1 | $3.13M | Buy |
20,016
+13,074
| +188% | +$2.08M | 0.02% | 518 |
|
|
2018
Q4 | $1.01M | Sell |
6,942
-2,324
| -25% | -$368K | 0.01% | 745 |
|
|
2018
Q3 | $1.7M | Sell |
9,266
-5,337
| -37% | -$930K | 0.01% | 665 |
|
|
2018
Q2 | $2.35M | Sell |
14,603
-3,898
| -21% | -$590K | 0.01% | 569 |
|
|
2018
Q1 | $2.73M | Buy |
18,501
+3,572
| +24% | +$587K | 0.02% | 432 |
|
|
2017
Q4 | $2.6M | Buy |
14,929
+2,055
| +16% | +$332K | 0.02% | 443 |
|
|
2017
Q3 | $1.92M | Sell |
12,874
-5,333
| -29% | -$801K | 0.01% | 478 |
|
|
2017
Q2 | $2.88M | Sell |
18,207
-3,599
| -17% | -$589K | 0.02% | 398 |
|
|
2017
Q1 | $3.68M | Buy |
21,806
+7,032
| +48% | +$1.21M | 0.03% | 349 |
|
|
2016
Q4 | $2.53M | Buy |
14,774
+2,690
| +22% | +$438K | 0.02% | 398 |
|
|
2016
Q3 | $1.84M | Buy |
12,084
+8,442
| +232% | +$1.3M | 0.02% | 455 |
|
|
2016
Q2 | $575K | Buy |
3,642
+862
| +31% | +$137K | 0.01% | 743 |
|
|
2016
Q1 | $436K | Buy |
2,780
+1,066
| +62% | +$163K | ﹤0.01% | 787 |
|
|
2015
Q4 | $294K | Buy |
1,714
+218
| +15% | +$36.3K | ﹤0.01% | 871 |
|
|
2015
Q3 | $226K | Sell |
1,496
-1,618
| -52% | -$259K | ﹤0.01% | 897 |
|
|
2015
Q2 | $496K | Buy |
3,114
+1,334
| +75% | +$206K | 0.01% | 678 |
|
|
2015
Q1 | $262K | Sell |
1,780
-1,681
| -49% | -$236K | ﹤0.01% | 940 |
|
|
2014
Q4 | $473K | Buy |
+3,461
| New | +$454K | 0.01% | 726 |
|
|
2014
Q3 | – | Sell |
-2,448
| Closed | -$290K | – | 1101 |
|
|
2014
Q2 | $290K | Buy |
+2,448
| New | +$283K | ﹤0.01% | 721 |
|
Other funds holding SNA
JP Morgan Private Wealth Advisors's SNA Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Snap-on (SNA) stake by 4.4% in Q3 2023, selling an estimated $199K and leaving 15,961 shares worth $4.07M. The position accounts for 0.01% of the portfolio, ranked #540.
JP Morgan Private Wealth Advisors first reported a position in SNA in Q2 2014 and has held it in 37 quarters since. The position peaked at $4.87M in Q4 2019. 812 funds tracked by Wall St. Rank hold SNA as of Q3 2023.
- JP Morgan Private Wealth Advisors held 15,961 shares of Snap-on worth $4.07M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 737 Snap-on shares in Q3 2023, an estimated $199K.
- Snap-on made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #540 holding.
- JP Morgan Private Wealth Advisors first reported a position in Snap-on in Q2 2014 and has held it in 37 quarters since.
- JP Morgan Private Wealth Advisors's Snap-on position peaked at $4.87M in Q4 2019.
- 812 funds tracked by Wall St. Rank held Snap-on as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.