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JP Morgan Private Wealth Advisors’s C3.ai AI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7,678
Closed -$240K – 1997
2021
Q4 		$240K Sell
7,678
-16,210
-68% -$656K ﹤0.01% 1843
2021
Q3 		$1.11M Sell
23,888
-18,303
-43% -$931K ﹤0.01% 1166
2021
Q2 		$2.64M Buy
+42,191
New +$2.62M 0.01% 774
2021
Q1 		– Sell
-8,412
Closed -$1.17M – 1743
2020
Q4 		$1.17M Buy
+8,412
New +$1.13M ﹤0.01% 945

Other funds holding AI

BHH
Baker Hughes Holdings Houston, Texas $47.6M AUM 26.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AI Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of C3.ai (AI) in Q1 2022, closing a stake of 7,678 shares — an estimated $240K sold.

JP Morgan Private Wealth Advisors first reported a position in AI in Q4 2020 and held it in 4 quarters. The position peaked at $2.64M in Q2 2021. 229 funds tracked by Wall St. Rank hold AI as of Q1 2022.

  • JP Morgan Private Wealth Advisors reported no remaining C3.ai position as of Q1 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 7,678 C3.ai shares in Q1 2022, an estimated $240K.
  • JP Morgan Private Wealth Advisors first reported a position in C3.ai in Q4 2020 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's C3.ai position peaked at $2.64M in Q2 2021.
  • 229 funds tracked by Wall St. Rank held C3.ai as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.