JMPWA
NATI

JP Morgan Private Wealth Advisors’s National Instruments Corp NATI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio NATI Stock Details NATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,178
Closed -$533K – 1963
2023
Q1 		$533K Sell
10,178
-1,611
-14% -$80.8K ﹤0.01% 1450
2022
Q4 		$435K Sell
11,789
-662
-5% -$25.9K ﹤0.01% 1522
2022
Q3 		$470K Sell
12,451
-645
-5% -$24.4K ﹤0.01% 1486
2022
Q2 		$409K Sell
13,096
-491
-4% -$17.4K ﹤0.01% 1525
2022
Q1 		$552K Buy
13,587
+26
+0.2% +$1.05K ﹤0.01% 1494
2021
Q4 		$592K Sell
13,561
-2,160
-14% -$91.8K ﹤0.01% 1483
2021
Q3 		$617K Buy
15,721
+299
+2% +$12.5K ﹤0.01% 1420
2021
Q2 		$652K Sell
15,422
-2,398
-13% -$101K ﹤0.01% 1385
2021
Q1 		$770K Buy
17,820
+1,531
+9% +$67.3K ﹤0.01% 1151
2020
Q4 		$716K Buy
16,289
+1,291
+9% +$48.2K ﹤0.01% 1139
2020
Q3 		$535K Buy
14,998
+5,816
+63% +$211K ﹤0.01% 1121
2020
Q2 		$355K Buy
+9,182
New +$347K ﹤0.01% 1241
2020
Q1 		– Sell
-5,189
Closed -$220K – 1560
2019
Q4 		$220K Buy
5,189
+4
+0.1% +$167 ﹤0.01% 1359
2019
Q3 		$218K Buy
+5,185
New +$223K ﹤0.01% 1314

Other funds holding NATI

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAM
PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NATI Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of National Instruments Corp (NATI) in Q2 2023, closing a stake of 10,178 shares — an estimated $533K sold.

JP Morgan Private Wealth Advisors first reported a position in NATI in Q3 2019 and held it in 14 quarters. The position peaked at $770K in Q1 2021. 355 funds tracked by Wall St. Rank hold NATI as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining National Instruments Corp position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,178 National Instruments Corp shares in Q2 2023, an estimated $533K.
  • JP Morgan Private Wealth Advisors first reported a position in National Instruments Corp in Q3 2019 and held it in 14 quarters.
  • JP Morgan Private Wealth Advisors's National Instruments Corp position peaked at $770K in Q1 2021.
  • 355 funds tracked by Wall St. Rank held National Instruments Corp as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.