JMPWA
DOCU

JP Morgan Private Wealth Advisors’s DocuSign DOCU Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.75M Sell
41,724
-88,414
-68% -$4.33M 0.01% 786
2023
Q2 		$6.65M Sell
130,138
-36,592
-22% -$1.94M 0.03% 295
2023
Q1 		$9.72M Sell
166,730
-788
-0.5% -$47K 0.02% 432
2022
Q4 		$9.28M Sell
167,518
-19,634
-10% -$956K 0.02% 431
2022
Q3 		$10M Sell
187,152
-1,605
-0.9% -$101K 0.03% 401
2022
Q2 		$10.8M Sell
188,757
-38,355
-17% -$3.11M 0.03% 388
2022
Q1 		$24.3M Buy
227,112
+46,298
+26% +$5.31M 0.05% 294
2021
Q4 		$27.5M Sell
180,814
-11,234
-6% -$2.56M 0.06% 269
2021
Q3 		$49.4M Buy
192,048
+44,205
+30% +$12.7M 0.12% 181
2021
Q2 		$41.3M Sell
147,843
-6,184
-4% -$1.38M 0.11% 198
2021
Q1 		$31.2M Sell
154,027
-58,148
-27% -$13.5M 0.1% 202
2020
Q4 		$47.2M Buy
212,175
+30,145
+17% +$6.77M 0.15% 148
2020
Q3 		$39.2M Buy
182,030
+71,103
+64% +$14.8M 0.15% 140
2020
Q2 		$19.1M Buy
110,927
+19,650
+22% +$2.48M 0.09% 194
2020
Q1 		$8.43M Buy
91,277
+38,815
+74% +$3.12M 0.05% 286
2019
Q4 		$3.89M Sell
52,462
-461
-0.9% -$31.7K 0.02% 474
2019
Q3 		$3.28M Sell
52,923
-3,848
-7% -$202K 0.02% 496
2019
Q2 		$2.82M Sell
56,771
-73,768
-57% -$3.94M 0.02% 514
2019
Q1 		$6.77M Buy
130,539
+62,029
+91% +$3.17M 0.04% 340
2018
Q4 		$2.75M Buy
68,510
+58,388
+577% +$2.45M 0.02% 503
2018
Q3 		$532K Buy
+10,122
New +$574K ﹤0.01% 1049

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its DocuSign (DOCU) stake by 68% in Q3 2023, selling an estimated $4.33M and leaving 41,724 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #786.

JP Morgan Private Wealth Advisors first reported a position in DOCU in Q3 2018 and has held it in 21 quarters since. The position peaked at $49.4M in Q3 2021. 664 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 41,724 shares of DocuSign worth $1.75M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 88,414 DocuSign shares in Q3 2023, an estimated $4.33M.
  • DocuSign made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #786 holding.
  • JP Morgan Private Wealth Advisors first reported a position in DocuSign in Q3 2018 and has held it in 21 quarters since.
  • JP Morgan Private Wealth Advisors's DocuSign position peaked at $49.4M in Q3 2021.
  • 664 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

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