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JP Morgan Private Wealth Advisors’s Align Technology ALGN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ALGN Stock Details ALGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$6.62M Buy
+21,690
New +$7.49M 0.02% 446
2023
Q2 		– Sell
-29,792
Closed -$9.95M – 1480
2023
Q1 		$9.95M Sell
29,792
-1,151
-4% -$340K 0.02% 428
2022
Q4 		$6.53M Sell
30,943
-3,124
-9% -$625K 0.01% 518
2022
Q3 		$7.06M Sell
34,067
-174
-0.5% -$44.8K 0.02% 473
2022
Q2 		$8.1M Sell
34,241
-923
-3% -$284K 0.02% 454
2022
Q1 		$15.3M Sell
35,164
-7,538
-18% -$3.67M 0.03% 362
2021
Q4 		$28.1M Buy
42,702
+1,272
+3% +$818K 0.06% 268
2021
Q3 		$27.6M Buy
41,430
+1,575
+4% +$1.07M 0.07% 258
2021
Q2 		$24.4M Buy
39,855
+9,852
+33% +$5.83M 0.06% 275
2021
Q1 		$16.2M Sell
30,003
-15,109
-33% -$8.35M 0.05% 308
2020
Q4 		$24.1M Buy
45,112
+2,985
+7% +$1.34M 0.08% 226
2020
Q3 		$13.8M Sell
42,127
-9,552
-18% -$2.92M 0.05% 275
2020
Q2 		$14.2M Buy
51,679
+757
+1% +$170K 0.06% 237
2020
Q1 		$8.86M Buy
50,922
+15,298
+43% +$3.66M 0.05% 277
2019
Q4 		$9.94M Buy
35,624
+1,941
+6% +$484K 0.05% 307
2019
Q3 		$6.09M Sell
33,683
-10,332
-23% -$2.15M 0.03% 367
2019
Q2 		$12M Buy
44,015
+1,380
+3% +$417K 0.07% 251
2019
Q1 		$12.1M Buy
42,635
+4,260
+11% +$1.02M 0.06% 255
2018
Q4 		$8.04M Sell
38,375
-18,142
-32% -$4.58M 0.05% 287
2018
Q3 		$22.1M Sell
56,517
-145,430
-72% -$53.7M 0.11% 190
2018
Q2 		$69.1M Buy
201,947
+80,293
+66% +$24M 0.39% 60
2018
Q1 		$30.6M Sell
121,654
-71,180
-37% -$18.3M 0.21% 119
2017
Q4 		$42.8M Buy
192,834
+160,496
+496% +$36.5M 0.28% 88
2017
Q3 		$6.02M Sell
32,338
-153,190
-83% -$26.2M 0.04% 289
2017
Q2 		$27.9M Buy
185,528
+154,517
+498% +$21M 0.21% 115
2017
Q1 		$3.56M Buy
31,011
+6,663
+27% +$673K 0.03% 358
2016
Q4 		$2.34M Buy
24,348
+4,811
+25% +$447K 0.02% 415
2016
Q3 		$1.83M Buy
19,537
+3,892
+25% +$352K 0.02% 456
2016
Q2 		$1.26M Buy
15,645
+10,573
+208% +$809K 0.01% 543
2016
Q1 		$370K Buy
+5,072
New +$332K ﹤0.01% 866
2015
Q4 		– Sell
-4,183
Closed -$237K – 1158
2015
Q3 		$237K Buy
+4,183
New +$249K ﹤0.01% 872

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ALGN Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in Align Technology (ALGN) in Q3 2023: 21,690 shares worth $6.62M. The stake represents 0.02% of the portfolio and ranks #446 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in ALGN as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in ALGN in Q3 2015 and has held it in 31 quarters since. The position peaked at $69.1M in Q2 2018. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 21,690 shares of Align Technology worth $6.62M as of Q3 2023.
  • Align Technology was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Align Technology made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #446 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Align Technology in Q3 2015 and has held it in 31 quarters since.
  • JP Morgan Private Wealth Advisors's Align Technology position peaked at $69.1M in Q2 2018.
  • 808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.