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JP Morgan Private Wealth Advisors’s HubSpot HUBS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio HUBS Stock Details HUBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$8.16M Sell
16,577
-28,633
-63% -$15M 0.02% 406
2023
Q2 		$24.1M Buy
45,210
+28,726
+174% +$13.5M 0.12% 147
2023
Q1 		$7.07M Buy
16,484
+9,610
+140% +$3.51M 0.02% 507
2022
Q4 		$1.99M Sell
6,874
-951
-12% -$270K ﹤0.01% 857
2022
Q3 		$2.11M Buy
7,825
+178
+2% +$56.5K 0.01% 820
2022
Q2 		$2.3M Buy
7,647
+877
+13% +$320K 0.01% 798
2022
Q1 		$3.21M Sell
6,770
-6,901
-50% -$3.34M 0.01% 740
2021
Q4 		$9.01M Sell
13,671
-2,447
-15% -$1.85M 0.02% 459
2021
Q3 		$10.9M Buy
16,118
+7,608
+89% +$4.9M 0.03% 408
2021
Q2 		$4.96M Buy
8,510
+4,295
+102% +$2.24M 0.01% 598
2021
Q1 		$1.91M Sell
4,215
-1,279
-23% -$562K 0.01% 788
2020
Q4 		$2.18M Buy
5,494
+139
+3% +$48.8K 0.01% 698
2020
Q3 		$1.56M Buy
5,355
+389
+8% +$102K 0.01% 724
2020
Q2 		$1.11M Sell
4,966
-95
-2% -$17.1K 0.01% 769
2020
Q1 		$674K Sell
5,061
-23,277
-82% -$3.87M ﹤0.01% 831
2019
Q4 		$4.49M Buy
28,338
+23,961
+547% +$3.67M 0.02% 445
2019
Q3 		$664K Buy
4,377
+218
+5% +$39.2K ﹤0.01% 912
2019
Q2 		$709K Sell
4,159
-14
-0.3% -$2.44K ﹤0.01% 865
2019
Q1 		$694K Sell
4,173
-27,593
-87% -$4.37M ﹤0.01% 902
2018
Q4 		$3.99M Buy
31,766
+4
+0% +$524 0.02% 407
2018
Q3 		$4.79M Buy
31,762
+4
+0% +$550 0.02% 435
2018
Q2 		$3.98M Sell
31,758
-24,892
-44% -$2.95M 0.02% 452
2018
Q1 		$6.13M Buy
+56,650
New +$5.9M 0.04% 297
2016
Q2 		– Sell
-6,924
Closed -$302K – 1284
2016
Q1 		$302K Buy
6,924
+3,000
+76% +$129K ﹤0.01% 945
2015
Q4 		$221K Buy
+3,924
New +$208K ﹤0.01% 992

Other funds holding HUBS

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its HubSpot (HUBS) stake by 63% in Q3 2023, selling an estimated $15M and leaving 16,577 shares worth $8.16M. The position accounts for 0.02% of the portfolio, ranked #406.

JP Morgan Private Wealth Advisors first reported a position in HUBS in Q4 2015 and has held it in 25 quarters since. The position peaked at $24.1M in Q2 2023. 679 funds tracked by Wall St. Rank hold HUBS as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 16,577 shares of HubSpot worth $8.16M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 28,633 HubSpot shares in Q3 2023, an estimated $15M.
  • HubSpot made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #406 holding.
  • JP Morgan Private Wealth Advisors first reported a position in HubSpot in Q4 2015 and has held it in 25 quarters since.
  • JP Morgan Private Wealth Advisors's HubSpot position peaked at $24.1M in Q2 2023.
  • 679 funds tracked by Wall St. Rank held HubSpot as of Q3 2023.

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