JP Morgan Chase’s New Relic, Inc. NEWR Stock Holding History

JP Morgan Chase’s Portfolio NEWR Stock Details NEWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-10,000	Closed	-$718K	–	7084
2021 Q3	$718K	Buy	+10,000	New	+$739K	﹤0.01%	4519

Other funds holding NEWR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

JP Morgan Chase's NEWR Position: Q4 2023 in Review

JP Morgan Chase sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 45,565 shares — an estimated $3.9M sold.

JP Morgan Chase first reported a position in NEWR in Q4 2014 and held it in 32 quarters. The position peaked at $84.1M in Q1 2023. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

JP Morgan Chase reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
JP Morgan Chase sold 45,565 New Relic, Inc. shares in Q4 2023, an estimated $3.9M.
JP Morgan Chase first reported a position in New Relic, Inc. in Q4 2014 and held it in 32 quarters.
JP Morgan Chase's New Relic, Inc. position peaked at $84.1M in Q1 2023.
3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.