JP Morgan Private Wealth Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $46.8M | Buy |
+300,012
| New | +$51.8M | 0.13% | 168 |
|
|
2023
Q2 | – | Sell |
-444,121
| Closed | -$86.2M | – | 1897 |
|
|
2023
Q1 | $86.2M | Buy |
444,121
+216,915
| +95% | +$39.8M | 0.18% | 124 |
|
|
2022
Q4 | $39.5M | Buy |
227,206
+5,667
| +3% | +$981K | 0.09% | 207 |
|
|
2022
Q3 | $35.8M | Buy |
221,539
+6,522
| +3% | +$1.23M | 0.09% | 202 |
|
|
2022
Q2 | $39.2M | Buy |
215,017
+20,107
| +10% | +$3.67M | 0.1% | 201 |
|
|
2022
Q1 | $41.8M | Buy |
194,910
+11,333
| +6% | +$2.41M | 0.09% | 214 |
|
|
2021
Q4 | $39.3M | Sell |
183,577
-28,274
| -13% | -$5.75M | 0.08% | 216 |
|
|
2021
Q3 | $38.6M | Buy |
211,851
+53,283
| +34% | +$10.5M | 0.09% | 212 |
|
|
2021
Q2 | $33M | Sell |
158,568
-58,280
| -27% | -$11.7M | 0.09% | 227 |
|
|
2021
Q1 | $36.9M | Sell |
216,848
-71,622
| -25% | -$11.6M | 0.12% | 179 |
|
|
2020
Q4 | $48.6M | Sell |
288,470
-8,558
| -3% | -$1.44M | 0.16% | 146 |
|
|
2020
Q3 | $49.5M | Buy |
297,028
+416
| +0.1% | +$60.6K | 0.19% | 118 |
|
|
2020
Q2 | $33M | Buy |
296,612
+69,839
| +31% | +$6.97M | 0.15% | 141 |
|
|
2020
Q1 | $21.2M | Buy |
226,773
+33,447
| +17% | +$3.47M | 0.12% | 161 |
|
|
2019
Q4 | $22.6M | Buy |
193,326
+10,111
| +6% | +$1.2M | 0.1% | 189 |
|
|
2019
Q3 | $22M | Buy |
183,215
+13,185
| +8% | +$1.51M | 0.11% | 171 |
|
|
2019
Q2 | $17.6M | Sell |
170,030
-16,887
| -9% | -$1.76M | 0.1% | 196 |
|
|
2019
Q1 | $20.9M | Buy |
186,917
+3,373
| +2% | +$358K | 0.11% | 187 |
|
|
2018
Q4 | $17.9M | Sell |
183,544
-16,079
| -8% | -$1.74M | 0.11% | 185 |
|
|
2018
Q3 | $23.3M | Sell |
199,623
-24,835
| -11% | -$2.92M | 0.11% | 182 |
|
|
2018
Q2 | $23.8M | Sell |
224,458
-18,943
| -8% | -$2.13M | 0.13% | 166 |
|
|
2018
Q1 | $25.5M | Buy |
243,401
+97,271
| +67% | +$11.2M | 0.17% | 129 |
|
|
2017
Q4 | $17.4M | Buy |
146,130
+13,718
| +10% | +$1.61M | 0.11% | 173 |
|
|
2017
Q3 | $15.9M | Buy |
132,412
+58,184
| +78% | +$6.61M | 0.11% | 170 |
|
|
2017
Q2 | $8.21M | Sell |
74,228
-13,829
| -16% | -$1.48M | 0.06% | 242 |
|
|
2017
Q1 | $9.45M | Buy |
88,057
+14,568
| +20% | +$1.59M | 0.07% | 221 |
|
|
2016
Q4 | $8.42M | Buy |
73,489
+304
| +0.4% | +$34.3K | 0.07% | 212 |
|
|
2016
Q3 | $8M | Sell |
73,185
-14,992
| -17% | -$1.64M | 0.07% | 215 |
|
|
2016
Q2 | $9.5M | Sell |
88,177
-5,745
| -6% | -$598K | 0.09% | 187 |
|
|
2016
Q1 | $9.91M | Buy |
93,922
+25,337
| +37% | +$2.46M | 0.09% | 181 |
|
|
2015
Q4 | $6.6M | Buy |
68,585
+6,260
| +10% | +$639K | 0.07% | 211 |
|
|
2015
Q3 | $6.15M | Sell |
62,325
-19,100
| -23% | -$1.89M | 0.08% | 210 |
|
|
2015
Q2 | $7.89M | Sell |
81,425
-14,613
| -15% | -$1.45M | 0.09% | 208 |
|
|
2015
Q1 | $9.31M | Sell |
96,038
-20,207
| -17% | -$2.07M | 0.11% | 189 |
|
|
2014
Q4 | $12.9M | Sell |
116,245
-1,434
| -1% | -$151K | 0.15% | 146 |
|
|
2014
Q3 | $11.6M | Sell |
117,679
-52,995
| -31% | -$5.27M | 0.15% | 152 |
|
|
2014
Q2 | $17.5M | Buy |
170,674
+9,944
| +6% | +$999K | 0.3% | 96 |
|
|
2014
Q1 | $15.7M | Buy |
160,730
+27,829
| +21% | +$2.71M | 0.29% | 101 |
|
|
2013
Q4 | $14M | Buy |
132,901
+6,757
| +5% | +$666K | 0.28% | 98 |
|
|
2013
Q3 | $11.5M | Buy |
126,144
+30,563
| +32% | +$2.69M | 0.26% | 108 |
|
|
2013
Q2 | $8.27M | Buy |
+95,581
| New | +$8.2M | 0.2% | 124 |
|
Other funds holding UPS
JP Morgan Private Wealth Advisors's UPS Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in United Parcel Service (UPS) in Q3 2023: 300,012 shares worth $46.8M. The stake represents 0.13% of the portfolio and ranks #168 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in UPS as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in UPS in Q2 2013 and has held it in 41 quarters since. The position peaked at $86.2M in Q1 2023. 2,201 funds tracked by Wall St. Rank hold UPS as of Q3 2023.
- JP Morgan Private Wealth Advisors held 300,012 shares of United Parcel Service worth $46.8M as of Q3 2023.
- United Parcel Service was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- United Parcel Service made up 0.13% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #168 holding.
- JP Morgan Private Wealth Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's United Parcel Service position peaked at $86.2M in Q1 2023.
- 2,201 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.