JP Morgan Private Wealth Advisors’s Robinhood HOOD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.86M	Sell	189,809 -2,497	-1%	-$27.7K	0.01%	761
2023 Q2	$1.92M	Sell	192,306 -3,283	-2%	-$30.6K	0.01%	575
2023 Q1	$1.9M	Sell	195,589 -316	-0.2%	-$3.01K	﹤0.01%	902
2022 Q4	$1.59M	Sell	195,905 -9,194	-4%	-$90.1K	﹤0.01%	931
2022 Q3	$2.07M	Buy	205,099 +5,691	+3%	+$54.7K	0.01%	826
2022 Q2	$1.64M	Buy	199,408 +115,733	+138%	+$1.13M	﹤0.01%	911
2022 Q1	$1.13M	Sell	83,675 -23,594	-22%	-$316K	﹤0.01%	1163
2021 Q4	$1.91M	Buy	+107,269	New	+$3.3M	﹤0.01%	931

Other funds holding HOOD

IVAV

Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return

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

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

RCGI

Ribbit Capital GP II Palo Alto, California $260M AUM 2.87% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

TCMNY

Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Robinhood (HOOD) stake by 1.3% in Q3 2023, selling an estimated $27.7K and leaving 189,809 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #761.

JP Morgan Private Wealth Advisors first reported a position in HOOD in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.07M in Q3 2022. 361 funds tracked by Wall St. Rank hold HOOD as of Q3 2023.

JP Morgan Private Wealth Advisors held 189,809 shares of Robinhood worth $1.86M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 2,497 Robinhood shares in Q3 2023, an estimated $27.7K.
Robinhood made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #761 holding.
JP Morgan Private Wealth Advisors first reported a position in Robinhood in Q4 2021 and has held it in 8 quarters since.
JP Morgan Private Wealth Advisors's Robinhood position peaked at $2.07M in Q3 2022.
361 funds tracked by Wall St. Rank held Robinhood as of Q3 2023.

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