JP Morgan Private Wealth Advisors’s Marqeta MQ Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MQ Stock Details MQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$104K	Sell	4,354 -75	-2%	-$1.7K	﹤0.01%	1684
2023 Q2	$86.3K	Hold	4,429	–	–	﹤0.01%	1445
2023 Q1	$81K	Hold	4,429	–	–	﹤0.01%	1905
2022 Q4	$108K	Hold	4,429	–	–	﹤0.01%	1878
2022 Q3	$126K	Hold	4,429	–	–	﹤0.01%	1863
2022 Q2	$144K	Sell	4,429 -12,509	-74%	-$492K	﹤0.01%	1856
2022 Q1	$748K	Buy	16,938 +11,284	+200%	+$524K	﹤0.01%	1345
2021 Q4	$388K	Buy	+5,654	New	+$506K	﹤0.01%	1642

Other funds holding MQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Visa Inc San Francisco, California $89.1M AUM 1.85% 1-Year Est. Return

Vitruvian Partners London, United Kingdom $201M AUM 10.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Marqeta (MQ) stake by 1.7% in Q3 2023, selling an estimated $1.7K and leaving 4,354 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

JP Morgan Private Wealth Advisors first reported a position in MQ in Q4 2021 and has held it in 8 quarters since. The position peaked at $748K in Q1 2022. 240 funds tracked by Wall St. Rank hold MQ as of Q3 2023.

JP Morgan Private Wealth Advisors held 4,354 shares of Marqeta worth $104K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 75 Marqeta shares in Q3 2023, an estimated $1.7K.
Marqeta made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1684 holding.
JP Morgan Private Wealth Advisors first reported a position in Marqeta in Q4 2021 and has held it in 8 quarters since.
JP Morgan Private Wealth Advisors's Marqeta position peaked at $748K in Q1 2022.
240 funds tracked by Wall St. Rank held Marqeta as of Q3 2023.

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