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JP Morgan Private Wealth Advisors’s Etsy ETSY Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ETSY Stock Details ETSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$300K Buy
+4,646
New +$366K ﹤0.01% 1476
2023
Q2 		– Sell
-11,660
Closed -$1.3M – 1615
2023
Q1 		$1.3M Sell
11,660
-1,118
-9% -$139K ﹤0.01% 1045
2022
Q4 		$1.53M Buy
12,778
+8,036
+169% +$919K ﹤0.01% 945
2022
Q3 		$475K Sell
4,742
-14,497
-75% -$1.48M ﹤0.01% 1479
2022
Q2 		$1.41M Sell
19,239
-1,217
-6% -$111K ﹤0.01% 972
2022
Q1 		$2.54M Buy
20,456
+13,431
+191% +$2M 0.01% 820
2021
Q4 		$1.54M Buy
7,025
+332
+5% +$80K ﹤0.01% 1031
2021
Q3 		$1.39M Buy
6,693
+419
+7% +$85K ﹤0.01% 1054
2021
Q2 		$1.29M Buy
6,274
+532
+9% +$98.5K ﹤0.01% 1078
2021
Q1 		$1.16M Sell
5,742
-2,751
-32% -$576K ﹤0.01% 974
2020
Q4 		$1.51M Sell
8,493
-5,691
-40% -$856K ﹤0.01% 850
2020
Q3 		$1.73M Sell
14,184
-120
-0.8% -$14K 0.01% 692
2020
Q2 		$1.52M Sell
14,304
-649
-4% -$48K 0.01% 664
2020
Q1 		$575K Buy
14,953
+3,150
+27% +$154K ﹤0.01% 884
2019
Q4 		$523K Buy
11,803
+242
+2% +$11.5K ﹤0.01% 1031
2019
Q3 		$653K Buy
11,561
+419
+4% +$24.6K ﹤0.01% 918
2019
Q2 		$684K Sell
11,142
-6,908
-38% -$451K ﹤0.01% 876
2019
Q1 		$1.21M Buy
18,050
+10,448
+137% +$624K 0.01% 733
2018
Q4 		$362K Sell
7,602
-469
-6% -$22.1K ﹤0.01% 1081
2018
Q3 		$415K Buy
8,071
+536
+7% +$24.7K ﹤0.01% 1147
2018
Q2 		$318K Buy
7,535
+227
+3% +$7.39K ﹤0.01% 1181
2018
Q1 		$205K Buy
+7,308
New +$164K ﹤0.01% 1182

Other funds holding ETSY

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Etsy (ETSY) in Q3 2023: 4,646 shares worth $300K. The stake represents ﹤0.01% of the portfolio and ranks #1476 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in ETSY as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in ETSY in Q1 2018 and has held it in 22 quarters since. The position peaked at $2.54M in Q1 2022. 617 funds tracked by Wall St. Rank hold ETSY as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 4,646 shares of Etsy worth $300K as of Q3 2023.
  • Etsy was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Etsy made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1476 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Etsy in Q1 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Etsy position peaked at $2.54M in Q1 2022.
  • 617 funds tracked by Wall St. Rank held Etsy as of Q3 2023.

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