JP Morgan Private Wealth Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.86M | Sell |
21,422
-3,104
| -13% | -$438K | 0.01% | 634 |
|
|
2023
Q2 | $3.65M | Sell |
24,526
-1,626
| -6% | -$223K | 0.02% | 398 |
|
|
2023
Q1 | $3.45M | Sell |
26,152
-1,687
| -6% | -$240K | 0.01% | 696 |
|
|
2022
Q4 | $3.94M | Sell |
27,839
-4,467
| -14% | -$635K | 0.01% | 638 |
|
|
2022
Q3 | $4.36M | Buy |
32,306
+263
| +0.8% | +$41.9K | 0.01% | 592 |
|
|
2022
Q2 | $4.96M | Buy |
32,043
+398
| +1% | +$69.2K | 0.01% | 568 |
|
|
2022
Q1 | $5.47M | Buy |
31,645
+5,033
| +19% | +$1.02M | 0.01% | 588 |
|
|
2021
Q4 | $6.25M | Buy |
26,612
+1,187
| +5% | +$261K | 0.01% | 559 |
|
|
2021
Q3 | $5.18M | Buy |
25,425
+4,564
| +22% | +$1M | 0.01% | 587 |
|
|
2021
Q2 | $4.55M | Buy |
20,861
+4,922
| +31% | +$1.15M | 0.01% | 620 |
|
|
2021
Q1 | $3.51M | Sell |
15,939
-730
| -4% | -$145K | 0.01% | 594 |
|
|
2020
Q4 | $3.01M | Buy |
16,669
+1,287
| +8% | +$247K | 0.01% | 613 |
|
|
2020
Q3 | $2.83M | Sell |
15,382
-2,665
| -15% | -$443K | 0.01% | 558 |
|
|
2020
Q2 | $2.34M | Sell |
18,047
-13,893
| -43% | -$1.59M | 0.01% | 543 |
|
|
2020
Q1 | $2.74M | Sell |
31,940
-20,016
| -39% | -$2.63M | 0.02% | 465 |
|
|
2019
Q4 | $7.67M | Sell |
51,956
-1,885
| -4% | -$285K | 0.03% | 345 |
|
|
2019
Q3 | $8.53M | Buy |
53,841
+44
| +0.1% | +$6.32K | 0.04% | 317 |
|
|
2019
Q2 | $7.66M | Buy |
53,797
+13,880
| +35% | +$1.86M | 0.04% | 313 |
|
|
2019
Q1 | $5.3M | Buy |
39,917
+18,595
| +87% | +$2.46M | 0.03% | 391 |
|
|
2018
Q4 | $2.28M | Sell |
21,322
-17,686
| -45% | -$2.01M | 0.01% | 545 |
|
|
2018
Q3 | $4.63M | Sell |
39,008
-52,860
| -58% | -$7.01M | 0.02% | 443 |
|
|
2018
Q2 | $13.4M | Buy |
91,868
+15,690
| +21% | +$2.38M | 0.08% | 239 |
|
|
2018
Q1 | $11.7M | Sell |
76,178
-39,609
| -34% | -$6.62M | 0.08% | 214 |
|
|
2017
Q4 | $19.5M | Sell |
115,787
-5,851
| -5% | -$991K | 0.13% | 161 |
|
|
2017
Q3 | $22.4M | Buy |
121,638
+5,928
| +5% | +$1.06M | 0.16% | 147 |
|
|
2017
Q2 | $22.2M | Buy |
115,710
+3,498
| +3% | +$640K | 0.17% | 145 |
|
|
2017
Q1 | $19.2M | Sell |
112,212
-870
| -0.8% | -$155K | 0.15% | 150 |
|
|
2016
Q4 | $20.6M | Buy |
113,082
+6,461
| +6% | +$1.07M | 0.18% | 125 |
|
|
2016
Q3 | $17.3M | Buy |
106,621
+67,287
| +171% | +$11.9M | 0.16% | 143 |
|
|
2016
Q2 | $6.55M | Buy |
39,334
+34,084
| +649% | +$6.01M | 0.06% | 232 |
|
|
2016
Q1 | $946K | Buy |
5,250
+1,429
| +37% | +$213K | 0.01% | 572 |
|
|
2015
Q4 | $561K | Buy |
+3,821
| New | +$593K | 0.01% | 658 |
|
|
2014
Q2 | – | Sell |
-1,742
| Closed | -$261K | – | 924 |
|
|
2014
Q1 | $261K | Buy |
+1,742
| New | +$252K | ﹤0.01% | 751 |
|
Other funds holding WHR
GA
JP Morgan Private Wealth Advisors's WHR Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Whirlpool (WHR) stake by 13% in Q3 2023, selling an estimated $438K and leaving 21,422 shares worth $2.86M. The position accounts for 0.01% of the portfolio, ranked #634.
JP Morgan Private Wealth Advisors first reported a position in WHR in Q1 2014 and has held it in 33 quarters since. The position peaked at $22.4M in Q3 2017. 607 funds tracked by Wall St. Rank hold WHR as of Q3 2023.
- JP Morgan Private Wealth Advisors held 21,422 shares of Whirlpool worth $2.86M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 3,104 Whirlpool shares in Q3 2023, an estimated $438K.
- Whirlpool made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #634 holding.
- JP Morgan Private Wealth Advisors first reported a position in Whirlpool in Q1 2014 and has held it in 33 quarters since.
- JP Morgan Private Wealth Advisors's Whirlpool position peaked at $22.4M in Q3 2017.
- 607 funds tracked by Wall St. Rank held Whirlpool as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.