JMPWA
LZ icon

JP Morgan Private Wealth Advisors’s LegalZoom.com LZ Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LZ Stock Details LZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.98M Sell
364,026
-111,074
-23% -$1.36M 0.01% 547
2023
Q2 		$5.74M Buy
+475,100
New +$5.03M 0.03% 313
2023
Q1 		– Sell
-11,707
Closed -$90.6K – 1976
2022
Q4 		$90.6K Buy
+11,707
New +$102K ﹤0.01% 1884

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
KDA
KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its LegalZoom.com (LZ) stake by 23% in Q3 2023, selling an estimated $1.36M and leaving 364,026 shares worth $3.98M. The position accounts for 0.01% of the portfolio, ranked #547.

JP Morgan Private Wealth Advisors first reported a position in LZ in Q4 2022 and has held it in 3 quarters since. The position peaked at $5.74M in Q2 2023. 181 funds tracked by Wall St. Rank hold LZ as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 364,026 shares of LegalZoom.com worth $3.98M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 111,074 LegalZoom.com shares in Q3 2023, an estimated $1.36M.
  • LegalZoom.com made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #547 holding.
  • JP Morgan Private Wealth Advisors first reported a position in LegalZoom.com in Q4 2022 and has held it in 3 quarters since.
  • JP Morgan Private Wealth Advisors's LegalZoom.com position peaked at $5.74M in Q2 2023.
  • 181 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2023.

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