JP Morgan Private Wealth Advisors’s ChargePoint CHPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$112K	Sell	1,130 -732	-39%	-$106K	﹤0.01%	1681
2023 Q2	$327K	Sell	1,862 -1,535	-45%	-$269K	﹤0.01%	1208
2023 Q1	$711K	Buy	3,397 +584	+21%	+$127K	﹤0.01%	1331
2022 Q4	$536K	Sell	2,813 -129	-4%	-$31.3K	﹤0.01%	1450
2022 Q3	$869K	Buy	2,942 +1,726	+142%	+$524K	﹤0.01%	1206
2022 Q2	$333K	Sell	1,216 -206	-14%	-$57.1K	﹤0.01%	1608
2022 Q1	$565K	Sell	1,422 -1,310	-48%	-$404K	﹤0.01%	1483
2021 Q4	$1.04M	Sell	2,732 -1,618	-37%	-$717K	﹤0.01%	1221
2021 Q3	$1.74M	Buy	4,350 +1,581	+57%	+$736K	﹤0.01%	951
2021 Q2	$1.92M	Buy	2,769 +1,086	+65%	+$575K	0.01%	898
2021 Q1	$898K	Buy	+1,683	New	+$1.14M	﹤0.01%	1090

Other funds holding CHPT

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

BEVI

Braemar Energy Ventures III New York $37.9M AUM 66.45% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its ChargePoint (CHPT) stake by 39% in Q3 2023, selling an estimated $106K and leaving 1,130 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

JP Morgan Private Wealth Advisors first reported a position in CHPT in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.92M in Q2 2021. 380 funds tracked by Wall St. Rank hold CHPT as of Q3 2023.

JP Morgan Private Wealth Advisors held 1,130 shares of ChargePoint worth $112K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 732 ChargePoint shares in Q3 2023, an estimated $106K.
ChargePoint made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1681 holding.
JP Morgan Private Wealth Advisors first reported a position in ChargePoint in Q1 2021 and has held it in 11 quarters since.
JP Morgan Private Wealth Advisors's ChargePoint position peaked at $1.92M in Q2 2021.
380 funds tracked by Wall St. Rank held ChargePoint as of Q3 2023.

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