JP Morgan Private Wealth Advisors’s Eventbrite EB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$308K	Buy	31,202 +1,271	+4%	+$13K	﹤0.01%	1465
2023 Q2	$286K	Buy	29,931 +12,764	+74%	+$100K	﹤0.01%	1257
2023 Q1	$147K	Buy	17,167 +1,896	+12%	+$15.6K	﹤0.01%	1873
2022 Q4	$89.5K	Sell	15,271 -1,280	-8%	-$8.37K	﹤0.01%	1887
2022 Q3	$101K	Sell	16,551 -8,317	-33%	-$70K	﹤0.01%	1880
2022 Q2	$255K	Hold	24,868	–	–	﹤0.01%	1731
2022 Q1	$367K	Buy	24,868 +1,280	+5%	+$19K	﹤0.01%	1666
2021 Q4	$411K	Hold	23,588	–	–	﹤0.01%	1627
2021 Q3	$446K	Hold	23,588	–	–	﹤0.01%	1540
2021 Q2	$448K	Buy	+23,588	New	+$500K	﹤0.01%	1521
2019 Q1	–	Sell	-9,180	Closed	-$255K	–	1478
2018 Q4	$255K	Buy	+9,180	New	+$272K	﹤0.01%	1242

Other funds holding EB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Eventbrite (EB) stake by 4.2% in Q3 2023, buying an estimated $13K and bringing the position to 31,202 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

JP Morgan Private Wealth Advisors first reported a position in EB in Q4 2018 and has held it in 11 quarters since. The position peaked at $448K in Q2 2021. 152 funds tracked by Wall St. Rank hold EB as of Q3 2023.

JP Morgan Private Wealth Advisors held 31,202 shares of Eventbrite worth $308K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 1,271 Eventbrite shares in Q3 2023, an estimated $13K.
Eventbrite made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1465 holding.
JP Morgan Private Wealth Advisors first reported a position in Eventbrite in Q4 2018 and has held it in 11 quarters since.
JP Morgan Private Wealth Advisors's Eventbrite position peaked at $448K in Q2 2021.
152 funds tracked by Wall St. Rank held Eventbrite as of Q3 2023.

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