JP Morgan Private Wealth Advisors’s Aspen Technology Inc AZPN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$581K	Sell	2,845 -188	-6%	-$35.4K	﹤0.01%	1184
2023 Q2	$508K	Sell	3,033 -805	-21%	-$149K	﹤0.01%	1020
2023 Q1	$878K	Buy	3,838 +984	+34%	+$204K	﹤0.01%	1221
2022 Q4	$586K	Buy	2,854 +1,004	+54%	+$233K	﹤0.01%	1404
2022 Q3	$441K	Sell	1,850 -2,265	-55%	-$471K	﹤0.01%	1515
2022 Q2	$756K	Buy	+4,115	New	+$732K	﹤0.01%	1274

Other funds holding AZPN

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Aspen Technology Inc (AZPN) stake by 6.2% in Q3 2023, selling an estimated $35.4K and leaving 2,845 shares worth $581K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

JP Morgan Private Wealth Advisors first reported a position in AZPN in Q2 2022 and has held it in 6 quarters since. The position peaked at $878K in Q1 2023. 368 funds tracked by Wall St. Rank hold AZPN as of Q3 2023.

JP Morgan Private Wealth Advisors held 2,845 shares of Aspen Technology Inc worth $581K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 188 Aspen Technology Inc shares in Q3 2023, an estimated $35.4K.
Aspen Technology Inc made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1184 holding.
JP Morgan Private Wealth Advisors first reported a position in Aspen Technology Inc in Q2 2022 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's Aspen Technology Inc position peaked at $878K in Q1 2023.
368 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q3 2023.

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