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JP Morgan Private Wealth Advisors’s Fortinet FTNT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FTNT Stock Details FTNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.85M Sell
48,593
-75,401
-61% -$4.99M 0.01% 635
2023
Q2 		$9.37M Sell
123,994
-884
-0.7% -$60.1K 0.05% 241
2023
Q1 		$8.3M Buy
124,878
+89,101
+249% +$5.07M 0.02% 473
2022
Q4 		$1.75M Buy
35,777
+2,228
+7% +$116K ﹤0.01% 903
2022
Q3 		$1.65M Sell
33,549
-350,121
-91% -$19M ﹤0.01% 915
2022
Q2 		$21.7M Buy
383,670
+8,845
+2% +$525K 0.06% 274
2022
Q1 		$25.6M Buy
374,825
+99,295
+36% +$6.17M 0.06% 285
2021
Q4 		$19.8M Buy
275,530
+171,045
+164% +$11.3M 0.04% 313
2021
Q3 		$6.1M Buy
104,485
+79,585
+320% +$4.61M 0.01% 546
2021
Q2 		$1.19M Buy
24,900
+2,845
+13% +$121K ﹤0.01% 1108
2021
Q1 		$813K Sell
22,055
-16,985
-44% -$556K ﹤0.01% 1132
2020
Q4 		$1.16M Buy
39,040
+2,955
+8% +$74.7K ﹤0.01% 947
2020
Q3 		$850K Buy
36,085
+12,645
+54% +$327K ﹤0.01% 945
2020
Q2 		$644K Sell
23,440
-25
-0.1% -$628 ﹤0.01% 978
2020
Q1 		$475K Buy
23,465
+1,220
+5% +$26.1K ﹤0.01% 947
2019
Q4 		$475K Buy
22,245
+2,390
+12% +$45K ﹤0.01% 1069
2019
Q3 		$305K Buy
19,855
+3,660
+23% +$59.4K ﹤0.01% 1185
2019
Q2 		$249K Sell
16,195
-7,000
-30% -$115K ﹤0.01% 1220
2019
Q1 		$390K Sell
23,195
-3,575
-13% -$57K ﹤0.01% 1109
2018
Q4 		$377K Sell
26,770
-1,710
-6% -$26K ﹤0.01% 1068
2018
Q3 		$526K Sell
28,480
-200
-0.7% -$3.06K ﹤0.01% 1055
2018
Q2 		$358K Buy
+28,680
New +$340K ﹤0.01% 1141
2018
Q1 		– Sell
-23,825
Closed -$208K – 1327
2017
Q4 		$208K Buy
+23,825
New +$194K ﹤0.01% 1175
2017
Q2 		– Sell
-27,625
Closed -$212K – 1269
2017
Q1 		$212K Buy
+27,625
New +$195K ﹤0.01% 1216
2015
Q3 		– Sell
-45,005
Closed -$372K – 1083
2015
Q2 		$372K Sell
45,005
-13,520
-23% -$105K ﹤0.01% 776
2015
Q1 		$409K Sell
58,525
-7,720
-12% -$50.4K ﹤0.01% 785
2014
Q4 		$406K Buy
66,245
+15,385
+30% +$82.9K ﹤0.01% 788
2014
Q3 		$257K Buy
+50,860
New +$257K ﹤0.01% 890

Other funds holding FTNT

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Fortinet (FTNT) stake by 61% in Q3 2023, selling an estimated $4.99M and leaving 48,593 shares worth $2.85M. The position accounts for 0.01% of the portfolio, ranked #635.

JP Morgan Private Wealth Advisors first reported a position in FTNT in Q3 2014 and has held it in 28 quarters since. The position peaked at $25.6M in Q1 2022. 1,069 funds tracked by Wall St. Rank hold FTNT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 48,593 shares of Fortinet worth $2.85M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 75,401 Fortinet shares in Q3 2023, an estimated $4.99M.
  • Fortinet made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #635 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Fortinet in Q3 2014 and has held it in 28 quarters since.
  • JP Morgan Private Wealth Advisors's Fortinet position peaked at $25.6M in Q1 2022.
  • 1,069 funds tracked by Wall St. Rank held Fortinet as of Q3 2023.

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