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JP Morgan Private Wealth Advisors’s Stride LRN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$594K Sell
13,190
-357
-3% -$14.5K ﹤0.01% 1176
2023
Q2 		$504K Sell
13,547
-11,973
-47% -$479K ﹤0.01% 1021
2023
Q1 		$1M Sell
25,520
-915
-3% -$35.9K ﹤0.01% 1160
2022
Q4 		$827K Sell
26,435
-1,717
-6% -$63K ﹤0.01% 1245
2022
Q3 		$1.18M Sell
28,152
-586
-2% -$23.6K ﹤0.01% 1055
2022
Q2 		$1.17M Sell
28,738
-1,763
-6% -$65.3K ﹤0.01% 1059
2022
Q1 		$1.11M Sell
30,501
-1,758
-5% -$58.3K ﹤0.01% 1172
2021
Q4 		$1.07M Sell
32,259
-625
-2% -$21.6K ﹤0.01% 1204
2021
Q3 		$1.18M Buy
32,884
+63
+0.2% +$2.07K ﹤0.01% 1137
2021
Q2 		$1.05M Buy
32,821
+1,542
+5% +$46K ﹤0.01% 1170
2021
Q1 		$942K Buy
31,279
+7,428
+31% +$193K ﹤0.01% 1067
2020
Q4 		$506K Sell
23,851
-3,523
-13% -$87.5K ﹤0.01% 1286
2020
Q3 		$721K Sell
27,374
-5,915
-18% -$229K ﹤0.01% 1019
2020
Q2 		$907K Buy
+33,289
New +$801K ﹤0.01% 847
2015
Q2 		– Sell
-31,287
Closed -$491K – 1105
2015
Q1 		$491K Hold
31,287
– – 0.01% 732
2014
Q4 		$371K Hold
31,287
– – ﹤0.01% 810
2014
Q3 		$499K Buy
+31,287
New +$634K 0.01% 689

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Stride (LRN) stake by 2.6% in Q3 2023, selling an estimated $14.5K and leaving 13,190 shares worth $594K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

JP Morgan Private Wealth Advisors first reported a position in LRN in Q3 2014 and has held it in 17 quarters since. The position peaked at $1.18M in Q3 2022. 251 funds tracked by Wall St. Rank hold LRN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 13,190 shares of Stride worth $594K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 357 Stride shares in Q3 2023, an estimated $14.5K.
  • Stride made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1176 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Stride in Q3 2014 and has held it in 17 quarters since.
  • JP Morgan Private Wealth Advisors's Stride position peaked at $1.18M in Q3 2022.
  • 251 funds tracked by Wall St. Rank held Stride as of Q3 2023.

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