JP Morgan Private Wealth Advisors’s Freshpet FRPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,830	Closed	-$320K	–	1629
2023 Q1	$320K	Sell	4,830 -1,431	-23%	-$87.9K	﹤0.01%	1655
2022 Q4	$330K	Buy	6,261 +932	+17%	+$55.5K	﹤0.01%	1622
2022 Q3	$267K	Sell	5,329 -749	-12%	-$35.3K	﹤0.01%	1704
2022 Q2	$315K	Buy	6,078 +239	+4%	+$18.4K	﹤0.01%	1622
2022 Q1	$599K	Buy	5,839 +57	+1%	+$5.37K	﹤0.01%	1458
2021 Q4	$551K	Sell	5,782 -1,002	-15%	-$124K	﹤0.01%	1512
2021 Q3	$968K	Buy	6,784 +217	+3%	+$31K	﹤0.01%	1224
2021 Q2	$1.07M	Buy	6,567 +3,952	+151%	+$674K	﹤0.01%	1162
2021 Q1	$415K	Buy	+2,615	New	+$394K	﹤0.01%	1394

Other funds holding FRPT

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

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FRPT Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Freshpet (FRPT) in Q2 2023, closing a stake of 4,830 shares — an estimated $320K sold.

JP Morgan Private Wealth Advisors first reported a position in FRPT in Q1 2021 and held it in 9 quarters. The position peaked at $1.07M in Q2 2021. 244 funds tracked by Wall St. Rank hold FRPT as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining Freshpet position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 4,830 Freshpet shares in Q2 2023, an estimated $320K.
JP Morgan Private Wealth Advisors first reported a position in Freshpet in Q1 2021 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's Freshpet position peaked at $1.07M in Q2 2021.
244 funds tracked by Wall St. Rank held Freshpet as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.