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JP Morgan Private Wealth Advisors’s Toyota TM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TM Stock Details TM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.26M Buy
7,018
+1,653
+31% +$282K ﹤0.01% 895
2023
Q2 		$862K Sell
5,365
-783
-13% -$113K ﹤0.01% 811
2023
Q1 		$871K Sell
6,148
-3,494
-36% -$491K ﹤0.01% 1229
2022
Q4 		$1.32M Sell
9,642
-8
-0.1% -$1.11K ﹤0.01% 1024
2022
Q3 		$1.26M Buy
9,650
+15
+0.2% +$2.27K ﹤0.01% 1034
2022
Q2 		$1.49M Sell
9,635
-749
-7% -$124K ﹤0.01% 950
2022
Q1 		$1.87M Sell
10,384
-705
-6% -$132K ﹤0.01% 930
2021
Q4 		$2.06M Buy
11,089
+286
+3% +$51.4K ﹤0.01% 903
2021
Q3 		$1.92M Buy
10,803
+359
+3% +$64.1K ﹤0.01% 924
2021
Q2 		$1.83M Buy
10,444
+110
+1% +$18.1K ﹤0.01% 920
2021
Q1 		$1.61M Sell
10,334
-175
-2% -$26.5K 0.01% 844
2020
Q4 		$1.62M Sell
10,509
-70
-0.7% -$9.79K 0.01% 821
2020
Q3 		$1.4M Buy
10,579
+938
+10% +$122K 0.01% 758
2020
Q2 		$1.21M Buy
9,641
+159
+2% +$19.7K 0.01% 740
2020
Q1 		$1.14M Sell
9,482
-855
-8% -$114K 0.01% 672
2019
Q4 		$1.45M Buy
10,337
+424
+4% +$59.2K 0.01% 678
2019
Q3 		$1.33M Buy
9,913
+5,947
+150% +$779K 0.01% 678
2019
Q2 		$492K Buy
3,966
+1,075
+37% +$131K ﹤0.01% 995
2019
Q1 		$341K Sell
2,891
-4
-0.1% -$484 ﹤0.01% 1159
2018
Q4 		$336K Sell
2,895
-203
-7% -$24K ﹤0.01% 1111
2018
Q3 		$385K Sell
3,098
-237
-7% -$30K ﹤0.01% 1183
2018
Q2 		$429K Buy
3,335
+113
+4% +$14.9K ﹤0.01% 1067
2018
Q1 		$420K Sell
3,222
-164
-5% -$22K ﹤0.01% 927
2017
Q4 		$430K Buy
3,386
+65
+2% +$8.1K ﹤0.01% 922
2017
Q3 		$396K Sell
3,321
-1,948
-37% -$221K ﹤0.01% 936
2017
Q2 		$554K Buy
5,269
+316
+6% +$33.8K ﹤0.01% 805
2017
Q1 		$538K Buy
4,953
+738
+18% +$84.7K ﹤0.01% 821
2016
Q4 		$494K Buy
4,215
+1,414
+50% +$165K ﹤0.01% 815
2016
Q3 		$325K Sell
2,801
-266
-9% -$30.4K ﹤0.01% 957
2016
Q2 		$306K Sell
3,067
-468
-13% -$48.1K ﹤0.01% 971
2016
Q1 		$376K Sell
3,535
-259
-7% -$28.6K ﹤0.01% 862
2015
Q4 		$467K Sell
3,794
-102
-3% -$12.6K ﹤0.01% 719
2015
Q3 		$457K Sell
3,896
-6,930
-64% -$869K 0.01% 649
2015
Q2 		$1.45M Buy
10,826
+742
+7% +$102K 0.02% 426
2015
Q1 		$1.41M Buy
10,084
+240
+2% +$32K 0.02% 449
2014
Q4 		$1.24M Sell
9,844
-70
-0.7% -$8.41K 0.01% 483
2014
Q3 		$1.17M Buy
9,914
+2,599
+36% +$306K 0.02% 476
2014
Q2 		$875K Sell
7,315
-134
-2% -$14.9K 0.01% 435
2014
Q1 		$841K Sell
7,449
-7
-0.1% -$808 0.02% 437
2013
Q4 		$909K Buy
7,456
+2,189
+42% +$275K 0.02% 363
2013
Q3 		$674K Sell
5,267
-3,452
-40% -$439K 0.02% 387
2013
Q2 		$1.05M Buy
+8,719
New +$1.02M 0.03% 314

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Private Wealth Advisors's TM Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Toyota (TM) stake by 31% in Q3 2023, buying an estimated $282K and bringing the position to 7,018 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #895.

JP Morgan Private Wealth Advisors first reported a position in TM in Q2 2013 and has held it in 42 quarters since. The position peaked at $2.06M in Q4 2021. 479 funds tracked by Wall St. Rank hold TM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 7,018 shares of Toyota worth $1.26M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 1,653 Toyota shares in Q3 2023, an estimated $282K.
  • Toyota made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #895 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Toyota in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's Toyota position peaked at $2.06M in Q4 2021.
  • 479 funds tracked by Wall St. Rank held Toyota as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.