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JP Morgan Private Wealth Advisors’s Lyft LYFT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LYFT Stock Details LYFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$581K Buy
+55,079
New +$614K ﹤0.01% 1185
2023
Q2 		– Sell
-67,553
Closed -$626K – 1721
2023
Q1 		$626K Buy
67,553
+8,004
+13% +$96.7K ﹤0.01% 1374
2022
Q4 		$656K Sell
59,549
-20,699
-26% -$250K ﹤0.01% 1342
2022
Q3 		$1.06M Buy
80,248
+23,056
+40% +$355K ﹤0.01% 1104
2022
Q2 		$760K Sell
57,192
-110,617
-66% -$2.58M ﹤0.01% 1267
2022
Q1 		$6.44M Buy
167,809
+16,909
+11% +$662K 0.01% 542
2021
Q4 		$6.45M Buy
150,900
+50,725
+51% +$2.37M 0.01% 549
2021
Q3 		$5.37M Buy
100,175
+39,605
+65% +$2.1M 0.01% 578
2021
Q2 		$3.66M Buy
60,570
+13,886
+30% +$799K 0.01% 670
2021
Q1 		$2.95M Sell
46,684
-18,444
-28% -$1.03M 0.01% 644
2020
Q4 		$3.2M Buy
65,128
+43,202
+197% +$1.57M 0.01% 595
2020
Q3 		$604K Buy
21,926
+13,057
+147% +$388K ﹤0.01% 1082
2020
Q2 		$293K Buy
+8,869
New +$280K ﹤0.01% 1314
2020
Q1 		– Sell
-11,561
Closed -$497K – 1487
2019
Q4 		$497K Sell
11,561
-29,512
-72% -$1.29M ﹤0.01% 1058
2019
Q3 		$1.68M Buy
41,073
+33,535
+445% +$1.83M 0.01% 618
2019
Q2 		$495K Buy
+7,538
New +$453K ﹤0.01% 991

Other funds holding LYFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Lyft (LYFT) in Q3 2023: 55,079 shares worth $581K. The stake represents ﹤0.01% of the portfolio and ranks #1185 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in LYFT as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in LYFT in Q2 2019 and has held it in 16 quarters since. The position peaked at $6.45M in Q4 2021. 380 funds tracked by Wall St. Rank hold LYFT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 55,079 shares of Lyft worth $581K as of Q3 2023.
  • Lyft was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Lyft made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1185 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Lyft in Q2 2019 and has held it in 16 quarters since.
  • JP Morgan Private Wealth Advisors's Lyft position peaked at $6.45M in Q4 2021.
  • 380 funds tracked by Wall St. Rank held Lyft as of Q3 2023.

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