JMPWA
AZPN

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
2022
Q2 		– Sell
-2,574
Closed -$426K – 2075
2022
Q1 		$426K Buy
2,574
+297
+13% +$49.2K ﹤0.01% 1603
2021
Q4 		$347K Sell
2,277
-18
-0.8% -$2.74K ﹤0.01% 1689
2021
Q3 		$282K Buy
2,295
+50
+2% +$6.14K ﹤0.01% 1719
2021
Q2 		$309K Buy
2,245
+256
+13% +$35.2K ﹤0.01% 1670
2021
Q1 		$287K Sell
1,989
-889
-31% -$128K ﹤0.01% 1547
2020
Q4 		$375K Buy
2,878
+929
+48% +$121K ﹤0.01% 1404
2020
Q3 		$247K Sell
1,949
-132
-6% -$16.7K ﹤0.01% 1438
2020
Q2 		$216K Buy
+2,081
New +$216K ﹤0.01% 1434
2020
Q1 		– Sell
-2,668
Closed -$323K – 1587
2019
Q4 		$323K Buy
2,668
+302
+13% +$36.6K ﹤0.01% 1205
2019
Q3 		$291K Buy
2,366
+713
+43% +$87.7K ﹤0.01% 1208
2019
Q2 		$205K Buy
+1,653
New +$205K ﹤0.01% 1295
2017
Q1 		– Sell
-3,706
Closed -$203K – 1403
2016
Q4 		$203K Buy
+3,706
New +$203K ﹤0.01% 1160
2016
Q1 		– Sell
-15,616
Closed -$590K – 1357
2015
Q4 		$590K Buy
15,616
+842
+6% +$31.8K 0.01% 639
2015
Q3 		$560K Sell
14,774
-801
-5% -$30.4K 0.01% 580
2015
Q2 		$709K Sell
15,575
-6
-0% -$273 0.01% 584
2015
Q1 		$600K Sell
15,581
-1,919
-11% -$73.9K 0.01% 665
2014
Q4 		$613K Buy
17,500
+74
+0.4% +$2.59K 0.01% 645
2014
Q3 		$657K Sell
17,426
-3,205
-16% -$121K 0.01% 621
2014
Q2 		$957K Buy
20,631
+751
+4% +$34.8K 0.02% 421
2014
Q1 		$842K Buy
19,880
+12,755
+179% +$540K 0.02% 436
2013
Q4 		$298K Buy
+7,125
New +$298K 0.01% 533

Other funds holding AZPN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
GAM
Garrison Asset Management Fayetteville, Arkansas $197M AUM 31.21% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AZPN Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 2,574 shares — an estimated $426K sold.

JP Morgan Private Wealth Advisors first reported a position in AZPN in Q4 2013 and held it in 21 quarters. The position peaked at $957K in Q2 2014. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • JP Morgan Private Wealth Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,574 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $426K.
  • JP Morgan Private Wealth Advisors first reported a position in ASPEN TECHNOLOGY INC in Q4 2013 and held it in 21 quarters.
  • JP Morgan Private Wealth Advisors's ASPEN TECHNOLOGY INC position peaked at $957K in Q2 2014.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.