JP Morgan Private Wealth Advisors’s AppFolio APPF Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio APPF Stock Details APPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$913K	Buy	5,000 +9	+0.2%	+$1.63K	﹤0.01%	1009
2023 Q2	$859K	Sell	4,991 -1,375	-22%	-$200K	﹤0.01%	814
2023 Q1	$792K	Buy	6,366 +1,981	+45%	+$239K	﹤0.01%	1276
2022 Q4	$462K	Buy	+4,385	New	+$488K	﹤0.01%	1501
2022 Q2	–	Sell	-2,288	Closed	-$259K	–	1920
2022 Q1	$259K	Sell	2,288 -250	-10%	-$28.8K	﹤0.01%	1809
2021 Q4	$307K	Buy	+2,538	New	+$322K	﹤0.01%	1738

Other funds holding APPF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its AppFolio (APPF) stake by 0.18% in Q3 2023, buying an estimated $1.63K and bringing the position to 5,000 shares worth $913K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

JP Morgan Private Wealth Advisors first reported a position in APPF in Q4 2021 and has held it in 6 quarters since. 245 funds tracked by Wall St. Rank hold APPF as of Q3 2023.

JP Morgan Private Wealth Advisors held 5,000 shares of AppFolio worth $913K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 9 AppFolio shares in Q3 2023, an estimated $1.63K.
AppFolio made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1009 holding.
JP Morgan Private Wealth Advisors first reported a position in AppFolio in Q4 2021 and has held it in 6 quarters since.
245 funds tracked by Wall St. Rank held AppFolio as of Q3 2023.

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