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JP Morgan Private Wealth Advisors’s MongoDB MDB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MDB Stock Details MDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$26.2M Sell
75,745
-540
-0.7% -$205K 0.07% 243
2023
Q2 		$31.4M Sell
76,285
-3,047
-4% -$889K 0.16% 119
2023
Q1 		$18.5M Buy
79,332
+72,926
+1,138% +$15.3M 0.04% 319
2022
Q4 		$1.26M Buy
6,406
+61
+1% +$10.9K ﹤0.01% 1037
2022
Q3 		$1.26M Sell
6,345
-24
-0.4% -$7K ﹤0.01% 1032
2022
Q2 		$1.65M Sell
6,369
-73,260
-92% -$22.9M ﹤0.01% 906
2022
Q1 		$35.3M Buy
79,629
+22,299
+39% +$8.72M 0.08% 243
2021
Q4 		$30.3M Buy
57,330
+693
+1% +$355K 0.07% 252
2021
Q3 		$26.7M Buy
56,637
+3,622
+7% +$1.46M 0.07% 264
2021
Q2 		$19.2M Buy
53,015
+41,263
+351% +$12.8M 0.05% 312
2021
Q1 		$3.14M Sell
11,752
-43,885
-79% -$15.5M 0.01% 624
2020
Q4 		$20M Buy
55,637
+42,278
+316% +$11.8M 0.06% 254
2020
Q3 		$3.09M Buy
13,359
+1,237
+10% +$268K 0.01% 536
2020
Q2 		$2.74M Buy
12,122
+3,097
+34% +$574K 0.01% 505
2020
Q1 		$1.23M Buy
9,025
+4,924
+120% +$727K 0.01% 646
2019
Q4 		$540K Sell
4,101
-150
-4% -$19.7K ﹤0.01% 1021
2019
Q3 		$512K Buy
4,251
+2,894
+213% +$418K ﹤0.01% 996
2019
Q2 		$206K Buy
+1,357
New +$197K ﹤0.01% 1293

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its MongoDB (MDB) stake by 0.71% in Q3 2023, selling an estimated $205K and leaving 75,745 shares worth $26.2M. The position accounts for 0.07% of the portfolio, ranked #243.

JP Morgan Private Wealth Advisors first reported a position in MDB in Q2 2019 and has held it in 18 quarters since. The position peaked at $35.3M in Q1 2022. 667 funds tracked by Wall St. Rank hold MDB as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 75,745 shares of MongoDB worth $26.2M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 540 MongoDB shares in Q3 2023, an estimated $205K.
  • MongoDB made up 0.07% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #243 holding.
  • JP Morgan Private Wealth Advisors first reported a position in MongoDB in Q2 2019 and has held it in 18 quarters since.
  • JP Morgan Private Wealth Advisors's MongoDB position peaked at $35.3M in Q1 2022.
  • 667 funds tracked by Wall St. Rank held MongoDB as of Q3 2023.

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