JMPWA
NBIS

JP Morgan Private Wealth Advisors’s Nebius Group N.V. NBIS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio NBIS Stock Details NBIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$230K Sell
9,274
-1,016
-10% -$25.2K ﹤0.01% 1585
2023
Q2 		$281K Sell
10,290
-6,521
-39% -$178K ﹤0.01% 1262
2023
Q1 		$411 Sell
16,811
-271
-2% -$7 ﹤0.01% 1929
2022
Q4 		$429 Buy
17,082
+84
+0.5% +$2 ﹤0.01% 1921
2022
Q3 		$521K Buy
16,998
+487
+3% +$14.9K ﹤0.01% 1436
2022
Q2 		$487K Buy
16,511
+119
+0.7% +$3.51K ﹤0.01% 1466
2022
Q1 		$452K Sell
16,392
-114
-0.7% -$5.41K ﹤0.01% 1582
2021
Q4 		$999K Buy
16,506
+339
+2% +$25K ﹤0.01% 1243
2021
Q3 		$1.29M Sell
16,167
-294
-2% -$21.4K ﹤0.01% 1095
2021
Q2 		$1.17M Buy
16,461
+1,875
+13% +$123K ﹤0.01% 1119
2021
Q1 		$949K Sell
14,586
-1,527
-9% -$102K ﹤0.01% 1062
2020
Q4 		$1.11M Sell
16,113
-10,950
-40% -$699K ﹤0.01% 965
2020
Q3 		$1.76M Buy
27,063
+15,620
+137% +$931K 0.01% 684
2020
Q2 		$572K Buy
11,443
+547
+5% +$21.9K ﹤0.01% 1030
2020
Q1 		$371K Buy
10,896
+1,803
+20% +$74.4K ﹤0.01% 1052
2019
Q4 		$395K Sell
9,093
-1,666
-15% -$62.1K ﹤0.01% 1131
2019
Q3 		$377K Sell
10,759
-79
-0.7% -$2.98K ﹤0.01% 1103
2019
Q2 		$412K Sell
10,838
-90
-0.8% -$3.34K ﹤0.01% 1048
2019
Q1 		$375K Sell
10,928
-166
-1% -$5.5K ﹤0.01% 1126
2018
Q4 		$303K Buy
+11,094
New +$326K ﹤0.01% 1169
2018
Q2 		– Sell
-38,927
Closed -$1.53M – 1531
2018
Q1 		$1.53M Buy
38,927
+5,770
+17% +$226K 0.01% 539
2017
Q4 		$1.09M Buy
33,157
+964
+3% +$31.5K 0.01% 636
2017
Q3 		$1.06M Buy
32,193
+4,852
+18% +$148K 0.01% 615
2017
Q2 		$717K Buy
27,341
+4,759
+21% +$124K 0.01% 705
2017
Q1 		$495K Buy
22,582
+849
+4% +$19.4K ﹤0.01% 860
2016
Q4 		$437K Buy
21,733
+1,645
+8% +$32.4K ﹤0.01% 853
2016
Q3 		$423K Buy
20,088
+287
+1% +$6.24K ﹤0.01% 847
2016
Q2 		$433K Buy
19,801
+2,268
+13% +$44.1K ﹤0.01% 832
2016
Q1 		$269K Buy
17,533
+6,840
+64% +$93.6K ﹤0.01% 995
2015
Q4 		$168K Buy
+10,693
New +$160K ﹤0.01% 1039

Other funds holding NBIS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Nebius Group N.V. (NBIS) stake by 9.9% in Q3 2023, selling an estimated $25.2K and leaving 9,274 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

JP Morgan Private Wealth Advisors first reported a position in NBIS in Q4 2015 and has held it in 30 quarters since. The position peaked at $1.76M in Q3 2020. 213 funds tracked by Wall St. Rank hold NBIS as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 9,274 shares of Nebius Group N.V. worth $230K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,016 Nebius Group N.V. shares in Q3 2023, an estimated $25.2K.
  • Nebius Group N.V. made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1585 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Nebius Group N.V. in Q4 2015 and has held it in 30 quarters since.
  • JP Morgan Private Wealth Advisors's Nebius Group N.V. position peaked at $1.76M in Q3 2020.
  • 213 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q3 2023.

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