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JP Morgan Private Wealth Advisors’s EPAM Systems EPAM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EPAM Stock Details EPAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.15M Buy
+8,391
New +$2.07M 0.01% 712
2023
Q2 		– Sell
-14,844
Closed -$4.44M – 1611
2023
Q1 		$4.44M Sell
14,844
-1,107
-7% -$357K 0.01% 621
2022
Q4 		$5.23M Sell
15,951
-1,282
-7% -$436K 0.01% 567
2022
Q3 		$6.24M Buy
17,233
+3,352
+24% +$1.28M 0.02% 505
2022
Q2 		$4.09M Buy
13,881
+510
+4% +$156K 0.01% 625
2022
Q1 		$3.97M Sell
13,371
-1,721
-11% -$675K 0.01% 681
2021
Q4 		$10.1M Sell
15,092
-185
-1% -$119K 0.02% 433
2021
Q3 		$8.71M Buy
15,277
+1,308
+9% +$770K 0.02% 459
2021
Q2 		$7.14M Buy
13,969
+11,650
+502% +$5.46M 0.02% 498
2021
Q1 		$920K Sell
2,319
-659
-22% -$241K ﹤0.01% 1078
2020
Q4 		$1.07M Sell
2,978
-23
-0.8% -$7.68K ﹤0.01% 987
2020
Q3 		$970K Sell
3,001
-43
-1% -$12.8K ﹤0.01% 897
2020
Q2 		$767K Sell
3,044
-203
-6% -$44.7K ﹤0.01% 905
2020
Q1 		$603K Buy
3,247
+1,099
+51% +$237K ﹤0.01% 865
2019
Q4 		$456K Buy
2,148
+81
+4% +$15.9K ﹤0.01% 1085
2019
Q3 		$377K Buy
2,067
+707
+52% +$133K ﹤0.01% 1102
2019
Q2 		$235K Sell
1,360
-69
-5% -$11.9K ﹤0.01% 1240
2019
Q1 		$242K Buy
+1,429
New +$214K ﹤0.01% 1302

Other funds holding EPAM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in EPAM Systems (EPAM) in Q3 2023: 8,391 shares worth $2.15M. The stake represents 0.01% of the portfolio and ranks #712 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in EPAM as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in EPAM in Q1 2019 and has held it in 18 quarters since. The position peaked at $10.1M in Q4 2021. 515 funds tracked by Wall St. Rank hold EPAM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 8,391 shares of EPAM Systems worth $2.15M as of Q3 2023.
  • EPAM Systems was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • EPAM Systems made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #712 holding.
  • JP Morgan Private Wealth Advisors first reported a position in EPAM Systems in Q1 2019 and has held it in 18 quarters since.
  • JP Morgan Private Wealth Advisors's EPAM Systems position peaked at $10.1M in Q4 2021.
  • 515 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2023.

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