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JP Morgan Private Wealth Advisors’s Shift4 FOUR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$687K Sell
12,415
-6,572
-35% -$401K ﹤0.01% 1113
2023
Q2 		$1.29M Sell
18,987
-3,348
-15% -$219K 0.01% 693
2023
Q1 		$1.69M Buy
22,335
+18,193
+439% +$1.17M ﹤0.01% 941
2022
Q4 		$232K Buy
+4,142
New +$196K ﹤0.01% 1760

Other funds holding FOUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Shift4 (FOUR) stake by 35% in Q3 2023, selling an estimated $401K and leaving 12,415 shares worth $687K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

JP Morgan Private Wealth Advisors first reported a position in FOUR in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.69M in Q1 2023. 252 funds tracked by Wall St. Rank hold FOUR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 12,415 shares of Shift4 worth $687K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 6,572 Shift4 shares in Q3 2023, an estimated $401K.
  • Shift4 made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1113 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Shift4 in Q4 2022 and has held it in 4 quarters since.
  • JP Morgan Private Wealth Advisors's Shift4 position peaked at $1.69M in Q1 2023.
  • 252 funds tracked by Wall St. Rank held Shift4 as of Q3 2023.

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