JP Morgan Private Wealth Advisors’s Coupang CPNG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$13.1M	Sell	770,421 -186	-0%	-$3.34K	0.04%	330
2023 Q2	$13.4M	Sell	770,607 -511,387	-40%	-$8.34M	0.07%	195
2023 Q1	$20.5M	Sell	1,281,994 -3,693	-0.3%	-$57.2K	0.04%	305
2022 Q4	$18.9M	Buy	1,285,687 +511,451	+66%	+$9.03M	0.04%	314
2022 Q3	$12.9M	Buy	774,236 +469	+0.1%	+$8.11K	0.03%	345
2022 Q2	$9.87M	Hold	773,767	–	–	0.03%	408
2022 Q1	$13.7M	Sell	773,767 -952	-0.1%	-$20.3K	0.03%	376
2021 Q4	$22.8M	Sell	774,719 -6,310	-0.8%	-$178K	0.05%	296
2021 Q3	$21.8M	Buy	781,029 +771,839	+8,399%	+$26.7M	0.05%	295
2021 Q2	$384K	Buy	+9,190	New	+$376K	﹤0.01%	1586

Other funds holding CPNG

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MIOT

Massachusetts Institute of Technology Cambridge, Massachusetts $733M AUM 24.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Coupang (CPNG) stake by 0.02% in Q3 2023, selling an estimated $3.34K and leaving 770,421 shares worth $13.1M. The position accounts for 0.04% of the portfolio, ranked #330.

JP Morgan Private Wealth Advisors first reported a position in CPNG in Q2 2021 and has held it in 10 quarters since. The position peaked at $22.8M in Q4 2021. 406 funds tracked by Wall St. Rank hold CPNG as of Q3 2023.

JP Morgan Private Wealth Advisors held 770,421 shares of Coupang worth $13.1M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 186 Coupang shares in Q3 2023, an estimated $3.34K.
Coupang made up 0.04% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #330 holding.
JP Morgan Private Wealth Advisors first reported a position in Coupang in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's Coupang position peaked at $22.8M in Q4 2021.
406 funds tracked by Wall St. Rank held Coupang as of Q3 2023.

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