JMPWA
CRWD icon

JP Morgan Private Wealth Advisors’s CrowdStrike CRWD Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CRWD Stock Details CRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$49.8M Buy
1,189,100
+449,916
+61% +$17.5M 0.14% 158
2023
Q2 		$27.1M Sell
739,184
-109,568
-13% -$3.82M 0.14% 139
2023
Q1 		$29.1M Buy
848,752
+69,100
+9% +$2M 0.06% 265
2022
Q4 		$20.5M Buy
779,652
+126,876
+19% +$4.34M 0.05% 301
2022
Q3 		$26.9M Buy
652,776
+280,156
+75% +$12.8M 0.07% 244
2022
Q2 		$15.7M Sell
372,620
-103,996
-22% -$4.71M 0.04% 321
2022
Q1 		$27.1M Buy
476,616
+25,704
+6% +$1.2M 0.06% 276
2021
Q4 		$23.1M Sell
450,912
-146,460
-25% -$8.92M 0.05% 295
2021
Q3 		$36.7M Buy
597,372
+279,468
+88% +$18M 0.09% 223
2021
Q2 		$20M Buy
317,904
+95,096
+43% +$5.12M 0.05% 303
2021
Q1 		$10.2M Sell
222,808
-210,968
-49% -$11.2M 0.03% 369
2020
Q4 		$23M Buy
433,776
+85,548
+25% +$3.33M 0.07% 233
2020
Q3 		$12M Buy
348,228
+244,528
+236% +$7.12M 0.05% 301
2020
Q2 		$2.6M Buy
+103,700
New +$2.08M 0.01% 515

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its CrowdStrike (CRWD) stake by 61% in Q3 2023, buying an estimated $17.5M and bringing the position to 1,189,100 shares worth $49.8M. The position accounts for 0.14% of the portfolio, ranked #158.

JP Morgan Private Wealth Advisors first reported a position in CRWD in Q2 2020 and has held it in 14 quarters since. 1,125 funds tracked by Wall St. Rank hold CRWD as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 1,189,100 shares of CrowdStrike worth $49.8M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 449,916 CrowdStrike shares in Q3 2023, an estimated $17.5M.
  • CrowdStrike made up 0.14% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #158 holding.
  • JP Morgan Private Wealth Advisors first reported a position in CrowdStrike in Q2 2020 and has held it in 14 quarters since.
  • 1,125 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2023.

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