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JP Morgan Private Wealth Advisors’s Samsara IOT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$750K Sell
29,755
-900
-3% -$23.9K ﹤0.01% 1085
2023
Q2 		$849K Buy
+30,655
New +$680K ﹤0.01% 816

Other funds holding IOT

GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AEPLI
AH Equity Partners LSV III Menlo Park, California $262M AUM 59.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Samsara (IOT) stake by 2.9% in Q3 2023, selling an estimated $23.9K and leaving 29,755 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

JP Morgan Private Wealth Advisors first reported a position in IOT in Q2 2023 and has held it in 2 quarters since. The position peaked at $849K in Q2 2023. 207 funds tracked by Wall St. Rank hold IOT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 29,755 shares of Samsara worth $750K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 900 Samsara shares in Q3 2023, an estimated $23.9K.
  • Samsara made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1085 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Samsara in Q2 2023 and has held it in 2 quarters since.
  • JP Morgan Private Wealth Advisors's Samsara position peaked at $849K in Q2 2023.
  • 207 funds tracked by Wall St. Rank held Samsara as of Q3 2023.

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