JMPWA
LPRO

JP Morgan Private Wealth Advisors’s Open Lending Corp LPRO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LPRO Stock Details LPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-439,682
Closed -$15.9M – 2024
2021
Q3 		$15.9M Buy
439,682
+5,354
+1% +$205K 0.04% 351
2021
Q2 		$18.7M Buy
434,328
+22,907
+6% +$880K 0.05% 319
2021
Q1 		$14.6M Buy
411,421
+309,602
+304% +$11.7M 0.05% 320
2020
Q4 		$3.56M Buy
+101,819
New +$2.96M 0.01% 571

Other funds holding LPRO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BI
Bregal Investments New York $60.8M AUM 77.71% 1-Year Est. Return
BNAGPJ
Bregal North America General Partner Jersey St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return
BSI
Bregal Sagemount I St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return
TWCM
True Wind Capital Management San Francisco, California $226M AUM 2.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Private Wealth Advisors's LPRO Position: Q4 2021 in Review

JP Morgan Private Wealth Advisors sold out of Open Lending Corp (LPRO) in Q4 2021, closing a stake of 439,682 shares — an estimated $15.9M sold.

JP Morgan Private Wealth Advisors first reported a position in LPRO in Q4 2020 and held it in 4 quarters. The position peaked at $18.7M in Q2 2021. 202 funds tracked by Wall St. Rank hold LPRO as of Q4 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Open Lending Corp position as of Q4 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 439,682 Open Lending Corp shares in Q4 2021, an estimated $15.9M.
  • JP Morgan Private Wealth Advisors first reported a position in Open Lending Corp in Q4 2020 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's Open Lending Corp position peaked at $18.7M in Q2 2021.
  • 202 funds tracked by Wall St. Rank held Open Lending Corp as of Q4 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.