JMPWA
CCC

JP Morgan Private Wealth Advisors’s CCC Intelligent Solutions CCC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CCC Stock Details CCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$272K Buy
+20,399
New +$224K ﹤0.01% 1520
2023
Q2 		– Sell
-27,150
Closed -$244K – 1546
2023
Q1 		$244K Buy
+27,150
New +$242K ﹤0.01% 1757

Other funds holding CCC

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in CCC Intelligent Solutions (CCC) in Q3 2023: 20,399 shares worth $272K. The stake represents ﹤0.01% of the portfolio and ranks #1520 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in CCC as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in CCC in Q1 2023 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold CCC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 20,399 shares of CCC Intelligent Solutions worth $272K as of Q3 2023.
  • CCC Intelligent Solutions was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • CCC Intelligent Solutions made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1520 holding.
  • JP Morgan Private Wealth Advisors first reported a position in CCC Intelligent Solutions in Q1 2023 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q3 2023.

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