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JP Morgan Private Wealth Advisors’s Dutch Bros BROS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BROS Stock Details BROS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,242
Closed -$345K – 1930
2022
Q1 		$345K Buy
+6,242
New +$318K ﹤0.01% 1694

Other funds holding BROS

TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Dutch Bros (BROS) in Q2 2022, closing a stake of 6,242 shares — an estimated $345K sold.

JP Morgan Private Wealth Advisors first reported a position in BROS in Q1 2022 and held it in 1 quarter. The position peaked at $345K in Q1 2022. 186 funds tracked by Wall St. Rank hold BROS as of Q2 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Dutch Bros position as of Q2 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,242 Dutch Bros shares in Q2 2022, an estimated $345K.
  • JP Morgan Private Wealth Advisors first reported a position in Dutch Bros in Q1 2022 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Dutch Bros position peaked at $345K in Q1 2022.
  • 186 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2022.

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