JP Morgan Private Wealth Advisors’s Confluent CFLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$959K	Sell	32,401 -28,778	-47%	-$964K	﹤0.01%	991
2023 Q2	$2.16M	Buy	61,179 +42,237	+223%	+$1.18M	0.01%	539
2023 Q1	$456K	Sell	18,942 -13,660	-42%	-$317K	﹤0.01%	1515
2022 Q4	$725K	Buy	32,602 +21,964	+206%	+$509K	﹤0.01%	1300
2022 Q3	$253K	Buy	+10,638	New	+$287K	﹤0.01%	1725
2022 Q2	–	Sell	-28,059	Closed	-$1.15M	–	1935
2022 Q1	$1.15M	Buy	28,059 +20,311	+262%	+$1.06M	﹤0.01%	1148
2021 Q4	$591K	Buy	+7,748	New	+$559K	﹤0.01%	1484

Other funds holding CFLT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Confluent (CFLT) stake by 47% in Q3 2023, selling an estimated $964K and leaving 32,401 shares worth $959K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

JP Morgan Private Wealth Advisors first reported a position in CFLT in Q4 2021 and has held it in 7 quarters since. The position peaked at $2.16M in Q2 2023. 345 funds tracked by Wall St. Rank hold CFLT as of Q3 2023.

JP Morgan Private Wealth Advisors held 32,401 shares of Confluent worth $959K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 28,778 Confluent shares in Q3 2023, an estimated $964K.
Confluent made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #991 holding.
JP Morgan Private Wealth Advisors first reported a position in Confluent in Q4 2021 and has held it in 7 quarters since.
JP Morgan Private Wealth Advisors's Confluent position peaked at $2.16M in Q2 2023.
345 funds tracked by Wall St. Rank held Confluent as of Q3 2023.

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