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JP Morgan Private Wealth Advisors’s Direct Digital Holdings DRCT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DRCT Stock Details DRCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-56
Closed -$27K – 1941
2022
Q3 		$27K Buy
+56
New +$29.6K ﹤0.01% 1906

Other funds holding DRCT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DRCT Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Direct Digital Holdings (DRCT) in Q4 2022, closing a stake of 56 shares — an estimated $27K sold.

JP Morgan Private Wealth Advisors first reported a position in DRCT in Q3 2022 and held it in 1 quarter. The position peaked at $27K in Q3 2022. 12 funds tracked by Wall St. Rank hold DRCT as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Direct Digital Holdings position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 56 Direct Digital Holdings shares in Q4 2022, an estimated $27K.
  • JP Morgan Private Wealth Advisors first reported a position in Direct Digital Holdings in Q3 2022 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Direct Digital Holdings position peaked at $27K in Q3 2022.
  • 12 funds tracked by Wall St. Rank held Direct Digital Holdings as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.