JMPWA
AZIO

JP Morgan Private Wealth Advisors’s Azio AI Holdings AZIO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AZIO Stock Details AZIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$44.2K Hold
2,795
– – ﹤0.01% 1705
2023
Q2 		$58.7K Hold
2,795
– – ﹤0.01% 1452
2023
Q1 		$88K Hold
2,795
– – ﹤0.01% 1903
2022
Q4 		$59.5K Hold
2,795
– – ﹤0.01% 1900
2022
Q3 		$130K Buy
+2,795
New +$140K ﹤0.01% 1861

Other funds holding AZIO

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its Azio AI Holdings (AZIO) position steady in Q3 2023 at 2,795 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

JP Morgan Private Wealth Advisors first reported a position in AZIO in Q3 2022 and has held it in 5 quarters since. The position peaked at $130K in Q3 2022. 18 funds tracked by Wall St. Rank hold AZIO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,795 shares of Azio AI Holdings worth $44.2K as of Q3 2023.
  • JP Morgan Private Wealth Advisors left its Azio AI Holdings share count unchanged in Q3 2023.
  • Azio AI Holdings made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1705 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Azio AI Holdings in Q3 2022 and has held it in 5 quarters since.
  • JP Morgan Private Wealth Advisors's Azio AI Holdings position peaked at $130K in Q3 2022.
  • 18 funds tracked by Wall St. Rank held Azio AI Holdings as of Q3 2023.

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