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JP Morgan Private Wealth Advisors’s monday.com MNDY Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MNDY Stock Details MNDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.48M Sell
21,844
-20,938
-49% -$3.52M 0.01% 585
2023
Q2 		$7.33M Sell
42,782
-67,255
-61% -$10.1M 0.04% 278
2023
Q1 		$15.7M Buy
+110,037
New +$14.9M 0.03% 345

Other funds holding MNDY

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its monday.com (MNDY) stake by 49% in Q3 2023, selling an estimated $3.52M and leaving 21,844 shares worth $3.48M. The position accounts for 0.01% of the portfolio, ranked #585.

JP Morgan Private Wealth Advisors first reported a position in MNDY in Q1 2023 and has held it in 3 quarters since. The position peaked at $15.7M in Q1 2023. 290 funds tracked by Wall St. Rank hold MNDY as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 21,844 shares of monday.com worth $3.48M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 20,938 monday.com shares in Q3 2023, an estimated $3.52M.
  • monday.com made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #585 holding.
  • JP Morgan Private Wealth Advisors first reported a position in monday.com in Q1 2023 and has held it in 3 quarters since.
  • JP Morgan Private Wealth Advisors's monday.com position peaked at $15.7M in Q1 2023.
  • 290 funds tracked by Wall St. Rank held monday.com as of Q3 2023.

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