JMPWA
GTM

JP Morgan Private Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GTM Stock Details GTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$291K Buy
+17,761
New +$363K ﹤0.01% 1490
2023
Q2 		– Sell
-41,723
Closed -$1.03M – 1936
2023
Q1 		$1.03M Buy
41,723
+11,727
+39% +$301K ﹤0.01% 1147
2022
Q4 		$903K Buy
29,996
+7,037
+31% +$243K ﹤0.01% 1191
2022
Q3 		$956K Buy
22,959
+10,738
+88% +$456K ﹤0.01% 1157
2022
Q2 		$406K Buy
+12,221
New +$539K ﹤0.01% 1530

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in ZoomInfo Technologies (GTM) in Q3 2023: 17,761 shares worth $291K. The stake represents ﹤0.01% of the portfolio and ranks #1490 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in GTM as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in GTM in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.03M in Q1 2023. 388 funds tracked by Wall St. Rank hold GTM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 17,761 shares of ZoomInfo Technologies worth $291K as of Q3 2023.
  • ZoomInfo Technologies was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • ZoomInfo Technologies made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1490 holding.
  • JP Morgan Private Wealth Advisors first reported a position in ZoomInfo Technologies in Q2 2022 and has held it in 5 quarters since.
  • JP Morgan Private Wealth Advisors's ZoomInfo Technologies position peaked at $1.03M in Q1 2023.
  • 388 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2023.

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