JP Morgan Private Wealth Advisors’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $238K | Sell |
1,141
-3,850
| -77% | -$822K | ﹤0.01% | 1572 |
|
|
2023
Q2 | $1.18M | Sell |
4,991
-172
| -3% | -$39.6K | 0.01% | 719 |
|
|
2023
Q1 | $1.2M | Buy |
5,163
+165
| +3% | +$39.9K | ﹤0.01% | 1087 |
|
|
2022
Q4 | $1.22M | Buy |
4,998
+470
| +10% | +$107K | ﹤0.01% | 1053 |
|
|
2022
Q3 | $910K | Buy |
4,528
+72
| +2% | +$14.9K | ﹤0.01% | 1186 |
|
|
2022
Q2 | $880K | Sell |
4,456
-150
| -3% | -$32.2K | ﹤0.01% | 1202 |
|
|
2022
Q1 | $1.09M | Buy |
+4,606
| New | +$1.05M | ﹤0.01% | 1185 |
|
|
2021
Q4 | – | Sell |
-1,386
| Closed | -$322K | – | 2048 |
|
|
2021
Q3 | $322K | Buy |
+1,386
| New | +$309K | ﹤0.01% | 1668 |
|
|
2020
Q2 | – | Sell |
-1,495
| Closed | -$254K | – | 1601 |
|
|
2020
Q1 | $254K | Buy |
1,495
+138
| +10% | +$27.1K | ﹤0.01% | 1194 |
|
|
2019
Q4 | $274K | Sell |
1,357
-26
| -2% | -$4.98K | ﹤0.01% | 1277 |
|
|
2019
Q3 | $267K | Sell |
1,383
-387
| -22% | -$75.6K | ﹤0.01% | 1232 |
|
|
2019
Q2 | $339K | Sell |
1,770
-2,307
| -57% | -$418K | ﹤0.01% | 1103 |
|
|
2019
Q1 | $716K | Sell |
4,077
-50,312
| -93% | -$8.35M | ﹤0.01% | 892 |
|
|
2018
Q4 | $8.26M | Buy |
54,389
+5,403
| +11% | +$809K | 0.05% | 286 |
|
|
2018
Q3 | $6.9M | Sell |
48,986
-53,013
| -52% | -$8.01M | 0.03% | 363 |
|
|
2018
Q2 | $15.5M | Buy |
101,999
+7,058
| +7% | +$1.07M | 0.09% | 217 |
|
|
2018
Q1 | $14.4M | Buy |
94,941
+35,583
| +60% | +$5.59M | 0.1% | 190 |
|
|
2017
Q4 | $8.95M | Buy |
59,358
+1,182
| +2% | +$187K | 0.06% | 254 |
|
|
2017
Q3 | $8.97M | Sell |
58,176
-6,800
| -10% | -$1.02M | 0.06% | 242 |
|
|
2017
Q2 | $9.45M | Sell |
64,976
-13,158
| -17% | -$1.84M | 0.07% | 226 |
|
|
2017
Q1 | $10.2M | Sell |
78,134
-2,014
| -3% | -$256K | 0.08% | 209 |
|
|
2016
Q4 | $9.8M | Buy |
80,148
+7,503
| +10% | +$936K | 0.09% | 199 |
|
|
2016
Q3 | $9.64M | Buy |
72,645
+5,718
| +9% | +$712K | 0.09% | 199 |
|
|
2016
Q2 | $8.32M | Buy |
66,927
+15,901
| +31% | +$1.96M | 0.08% | 205 |
|
|
2016
Q1 | $6.05M | Buy |
51,026
+33,509
| +191% | +$3.86M | 0.06% | 230 |
|
|
2015
Q4 | $2.25M | Sell |
17,517
-397
| -2% | -$47K | 0.02% | 347 |
|
|
2015
Q3 | $1.94M | Buy |
+17,914
| New | +$2.12M | 0.02% | 336 |
|
|
2015
Q2 | – | Sell |
-17,099
| Closed | -$2.18M | – | 1147 |
|
|
2015
Q1 | $2.18M | Sell |
17,099
-182
| -1% | -$22.3K | 0.02% | 362 |
|
|
2014
Q4 | $2.05M | Sell |
17,281
-248
| -1% | -$27.7K | 0.02% | 372 |
|
|
2014
Q3 | $1.92M | Buy |
17,529
+945
| +6% | +$105K | 0.02% | 379 |
|
|
2014
Q2 | $1.9M | Buy |
16,584
+369
| +2% | +$41.5K | 0.03% | 303 |
|
|
2014
Q1 | $1.9M | Buy |
16,215
+14,304
| +749% | +$1.63M | 0.03% | 292 |
|
|
2013
Q4 | $227K | Sell |
1,911
-177
| -8% | -$20.9K | ﹤0.01% | 586 |
|
|
2013
Q3 | $240K | Sell |
2,088
-467
| -18% | -$52.7K | 0.01% | 554 |
|
|
2013
Q2 | $276K | Buy |
+2,555
| New | +$271K | 0.01% | 509 |
|
Other funds holding WTW
CCM
JP Morgan Private Wealth Advisors's WTW Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Willis Towers Watson (WTW) stake by 77% in Q3 2023, selling an estimated $822K and leaving 1,141 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.
JP Morgan Private Wealth Advisors first reported a position in WTW in Q2 2013 and has held it in 35 quarters since. The position peaked at $15.5M in Q2 2018. 559 funds tracked by Wall St. Rank hold WTW as of Q3 2023.
- JP Morgan Private Wealth Advisors held 1,141 shares of Willis Towers Watson worth $238K as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 3,850 Willis Towers Watson shares in Q3 2023, an estimated $822K.
- Willis Towers Watson made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1572 holding.
- JP Morgan Private Wealth Advisors first reported a position in Willis Towers Watson in Q2 2013 and has held it in 35 quarters since.
- JP Morgan Private Wealth Advisors's Willis Towers Watson position peaked at $15.5M in Q2 2018.
- 559 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.