JP Morgan Private Wealth Advisors’s Boot Barn BOOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$248K	Buy	3,056 +219	+8%	+$19.7K	﹤0.01%	1556
2023 Q2	$240K	Sell	2,837 -412	-13%	-$30.2K	﹤0.01%	1326
2023 Q1	$249K	Buy	+3,249	New	+$249K	﹤0.01%	1749
2022 Q2	–	Sell	-2,439	Closed	-$231K	–	1929
2022 Q1	$231K	Sell	2,439 -988	-29%	-$93.7K	﹤0.01%	1857
2021 Q4	$422K	Buy	3,427 +8	+0.2%	+$904	﹤0.01%	1619
2021 Q3	$304K	Sell	3,419 -326	-9%	-$28.1K	﹤0.01%	1692
2021 Q2	$315K	Sell	3,745 -160	-4%	-$11.7K	﹤0.01%	1659
2021 Q1	$243K	Buy	+3,905	New	+$229K	﹤0.01%	1610

Other funds holding BOOT

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

GGHC

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

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

JP Morgan Private Wealth Advisors increased its Boot Barn (BOOT) stake by 7.7% in Q3 2023, buying an estimated $19.7K and bringing the position to 3,056 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

JP Morgan Private Wealth Advisors first reported a position in BOOT in Q1 2021 and has held it in 8 quarters since. The position peaked at $422K in Q4 2021. 299 funds tracked by Wall St. Rank hold BOOT as of Q3 2023.

JP Morgan Private Wealth Advisors held 3,056 shares of Boot Barn worth $248K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 219 Boot Barn shares in Q3 2023, an estimated $19.7K.
Boot Barn made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1556 holding.
JP Morgan Private Wealth Advisors first reported a position in Boot Barn in Q1 2021 and has held it in 8 quarters since.
JP Morgan Private Wealth Advisors's Boot Barn position peaked at $422K in Q4 2021.
299 funds tracked by Wall St. Rank held Boot Barn as of Q3 2023.

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