JP Morgan Private Wealth Advisors’s Forge Global Holdings FRGE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$26.8K	Hold	880	–	–	﹤0.01%	1708
2023 Q2	$32.1K	Hold	880	–	–	﹤0.01%	1458
2023 Q1	$23.1K	Hold	880	–	–	﹤0.01%	1919
2022 Q4	$22.8K	Hold	880	–	–	﹤0.01%	1913
2022 Q3	$23K	Buy	+880	New	+$60.5K	﹤0.01%	1907
2021 Q2	–	Sell	-733	Closed	-$108K	–	1909
2021 Q1	$108K	Buy	+733	New	+$113K	﹤0.01%	1721

Other funds holding FRGE

ROB Exploration New York $27.3M AUM 13.99% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

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

DWA

Douglass Winthrop Advisors New York $5.46B AUM 11.49% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its Forge Global Holdings (FRGE) position steady in Q3 2023 at 880 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

JP Morgan Private Wealth Advisors first reported a position in FRGE in Q1 2021 and has held it in 6 quarters since. The position peaked at $108K in Q1 2021. 64 funds tracked by Wall St. Rank hold FRGE as of Q3 2023.

JP Morgan Private Wealth Advisors held 880 shares of Forge Global Holdings worth $26.8K as of Q3 2023.
JP Morgan Private Wealth Advisors left its Forge Global Holdings share count unchanged in Q3 2023.
Forge Global Holdings made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1708 holding.
JP Morgan Private Wealth Advisors first reported a position in Forge Global Holdings in Q1 2021 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's Forge Global Holdings position peaked at $108K in Q1 2021.
64 funds tracked by Wall St. Rank held Forge Global Holdings as of Q3 2023.

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