JMPWA
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JP Morgan Private Wealth Advisors’s Dropbox DBX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DBX Stock Details DBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.16M Sell
115,889
-199
-0.2% -$5.42K 0.01% 614
2023
Q2 		$3.1M Sell
116,088
-981
-0.8% -$22.4K 0.02% 442
2023
Q1 		$2.53M Buy
117,069
+392
+0.3% +$8.6K 0.01% 789
2022
Q4 		$2.61M Sell
116,677
-1,996
-2% -$43.9K 0.01% 749
2022
Q3 		$2.46M Buy
118,673
+267
+0.2% +$5.98K 0.01% 772
2022
Q2 		$2.48M Sell
118,406
-211
-0.2% -$4.57K 0.01% 773
2022
Q1 		$2.76M Sell
118,617
-4,452
-4% -$104K 0.01% 801
2021
Q4 		$3.02M Sell
123,069
-4,509
-4% -$121K 0.01% 771
2021
Q3 		$3.73M Buy
127,578
+330
+0.3% +$10.2K 0.01% 674
2021
Q2 		$3.86M Sell
127,248
-355
-0.3% -$9.7K 0.01% 654
2021
Q1 		$3.4M Sell
127,603
-56,074
-31% -$1.35M 0.01% 603
2020
Q4 		$4.08M Sell
183,677
-2,518
-1% -$51.3K 0.01% 537
2020
Q3 		$3.59M Buy
186,195
+30,858
+20% +$643K 0.01% 509
2020
Q2 		$3.38M Buy
155,337
+24,576
+19% +$519K 0.02% 454
2020
Q1 		$2.37M Buy
130,761
+17,093
+15% +$311K 0.01% 503
2019
Q4 		$2.04M Buy
113,668
+29,121
+34% +$549K 0.01% 616
2019
Q3 		$1.71M Buy
84,547
+23,189
+38% +$494K 0.01% 617
2019
Q2 		$1.54M Sell
61,358
-89,376
-59% -$2.07M 0.01% 642
2019
Q1 		$3.29M Sell
150,734
-13,616
-8% -$317K 0.02% 507
2018
Q4 		$3.36M Buy
164,350
+145,309
+763% +$3.35M 0.02% 446
2018
Q3 		$511K Buy
+19,041
New +$550K ﹤0.01% 1070

Other funds holding DBX

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Dropbox (DBX) stake by 0.17% in Q3 2023, selling an estimated $5.42K and leaving 115,889 shares worth $3.16M. The position accounts for 0.01% of the portfolio, ranked #614.

JP Morgan Private Wealth Advisors first reported a position in DBX in Q3 2018 and has held it in 21 quarters since. The position peaked at $4.08M in Q4 2020. 460 funds tracked by Wall St. Rank hold DBX as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 115,889 shares of Dropbox worth $3.16M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 199 Dropbox shares in Q3 2023, an estimated $5.42K.
  • Dropbox made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #614 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Dropbox in Q3 2018 and has held it in 21 quarters since.
  • JP Morgan Private Wealth Advisors's Dropbox position peaked at $4.08M in Q4 2020.
  • 460 funds tracked by Wall St. Rank held Dropbox as of Q3 2023.

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