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JP Morgan Private Wealth Advisors’s Guidewire Software GWRE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$603K Sell
6,701
-2,045
-23% -$171K ﹤0.01% 1168
2023
Q2 		$665K Sell
8,746
-1,802
-17% -$138K ﹤0.01% 915
2023
Q1 		$865K Sell
10,548
-5,141
-33% -$374K ﹤0.01% 1233
2022
Q4 		$982K Sell
15,689
-884
-5% -$52.5K ﹤0.01% 1156
2022
Q3 		$1.02M Sell
16,573
-1,010
-6% -$73K ﹤0.01% 1123
2022
Q2 		$1.25M Buy
17,583
+2,115
+14% +$173K ﹤0.01% 1025
2022
Q1 		$1.46M Buy
15,468
+821
+6% +$78.5K ﹤0.01% 1036
2021
Q4 		$1.66M Sell
14,647
-1,737
-11% -$206K ﹤0.01% 990
2021
Q3 		$1.95M Buy
16,384
+2,627
+19% +$303K ﹤0.01% 915
2021
Q2 		$1.55M Buy
13,757
+9,768
+245% +$1.02M ﹤0.01% 993
2021
Q1 		$405K Sell
3,989
-2,534
-39% -$295K ﹤0.01% 1401
2020
Q4 		$840K Buy
+6,523
New +$744K ﹤0.01% 1075
2020
Q2 		– Sell
-9,001
Closed -$714K – 1569
2020
Q1 		$714K Sell
9,001
-3,604
-29% -$376K ﹤0.01% 817
2019
Q4 		$1.38M Buy
12,605
+185
+1% +$20.7K 0.01% 694
2019
Q3 		$1.31M Buy
12,420
+3,970
+47% +$400K 0.01% 679
2019
Q2 		$857K Sell
8,450
-2,224
-21% -$227K ﹤0.01% 798
2019
Q1 		$1.04M Buy
10,674
+6,105
+134% +$546K 0.01% 786
2018
Q4 		$367K Buy
4,569
+2,176
+91% +$190K ﹤0.01% 1078
2018
Q3 		$241K Sell
2,393
-55
-2% -$5.29K ﹤0.01% 1395
2018
Q2 		$217K Buy
+2,448
New +$217K ﹤0.01% 1334
2014
Q2 		– Sell
-13,087
Closed -$642K – 899
2014
Q1 		$642K Buy
13,087
+331
+3% +$16.6K 0.01% 498
2013
Q4 		$626K Buy
12,756
+1,642
+15% +$77.5K 0.01% 411
2013
Q3 		$524K Buy
11,114
+8
+0.1% +$360 0.01% 427
2013
Q2 		$467K Buy
+11,106
New +$444K 0.01% 419

Other funds holding GWRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Guidewire Software (GWRE) stake by 23% in Q3 2023, selling an estimated $171K and leaving 6,701 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

JP Morgan Private Wealth Advisors first reported a position in GWRE in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.95M in Q3 2021. 353 funds tracked by Wall St. Rank hold GWRE as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 6,701 shares of Guidewire Software worth $603K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 2,045 Guidewire Software shares in Q3 2023, an estimated $171K.
  • Guidewire Software made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1168 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Guidewire Software in Q2 2013 and has held it in 24 quarters since.
  • JP Morgan Private Wealth Advisors's Guidewire Software position peaked at $1.95M in Q3 2021.
  • 353 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2023.

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