JP Morgan Private Wealth Advisors’s CyberArk CYBR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$845K	Buy	5,158 +215	+4%	+$34.5K	﹤0.01%	1044
2023 Q2	$773K	Buy	4,943 +37	+0.8%	+$5.3K	﹤0.01%	859
2023 Q1	$726K	Sell	4,906 -124	-2%	-$17.3K	﹤0.01%	1318
2022 Q4	$652K	Buy	+5,030	New	+$727K	﹤0.01%	1346
2022 Q2	–	Sell	-1,204	Closed	-$203K	–	1939
2022 Q1	$203K	Sell	1,204 -443	-27%	-$67.2K	﹤0.01%	1905
2021 Q4	$285K	Buy	1,647 +66	+4%	+$11.6K	﹤0.01%	1761
2021 Q3	$250K	Buy	+1,581	New	+$240K	﹤0.01%	1766
2020 Q1	–	Sell	-1,757	Closed	-$205K	–	1439
2019 Q4	$205K	Buy	+1,757	New	+$197K	﹤0.01%	1394

Other funds holding CYBR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ACM

American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its CyberArk (CYBR) stake by 4.3% in Q3 2023, buying an estimated $34.5K and bringing the position to 5,158 shares worth $845K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

JP Morgan Private Wealth Advisors first reported a position in CYBR in Q4 2019 and has held it in 8 quarters since. 402 funds tracked by Wall St. Rank hold CYBR as of Q3 2023.

JP Morgan Private Wealth Advisors held 5,158 shares of CyberArk worth $845K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 215 CyberArk shares in Q3 2023, an estimated $34.5K.
CyberArk made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1044 holding.
JP Morgan Private Wealth Advisors first reported a position in CyberArk in Q4 2019 and has held it in 8 quarters since.
402 funds tracked by Wall St. Rank held CyberArk as of Q3 2023.

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