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JP Morgan Private Wealth Advisors’s Celsius Holdings CELH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CELH Stock Details CELH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.36M Buy
23,847
+3,036
+15% +$171K ﹤0.01% 875
2023
Q2 		$1.03M Buy
+20,811
New +$828K 0.01% 751

Other funds holding CELH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Celsius Holdings (CELH) stake by 15% in Q3 2023, buying an estimated $171K and bringing the position to 23,847 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #875.

JP Morgan Private Wealth Advisors first reported a position in CELH in Q2 2023 and has held it in 2 quarters since. 431 funds tracked by Wall St. Rank hold CELH as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 23,847 shares of Celsius Holdings worth $1.36M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 3,036 Celsius Holdings shares in Q3 2023, an estimated $171K.
  • Celsius Holdings made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #875 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Celsius Holdings in Q2 2023 and has held it in 2 quarters since.
  • 431 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2023.

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