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JP Morgan Private Wealth Advisors’s Nasdaq NDAQ Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$871K Buy
+17,922
New +$908K ﹤0.01% 1032
2023
Q2 		– Sell
-12,751
Closed -$697K – 1754
2023
Q1 		$697K Sell
12,751
-140
-1% -$8.09K ﹤0.01% 1336
2022
Q4 		$791K Buy
12,891
+1,278
+11% +$79.6K ﹤0.01% 1262
2022
Q3 		$658K Sell
11,613
-1,314
-10% -$77.3K ﹤0.01% 1343
2022
Q2 		$657K Sell
12,927
-465
-3% -$24.6K ﹤0.01% 1335
2022
Q1 		$795K Sell
13,392
-39
-0.3% -$2.31K ﹤0.01% 1319
2021
Q4 		$940K Buy
13,431
+1,083
+9% +$73.8K ﹤0.01% 1274
2021
Q3 		$794K Buy
12,348
+123
+1% +$7.74K ﹤0.01% 1311
2021
Q2 		$716K Sell
12,225
-1,071
-8% -$58.9K ﹤0.01% 1345
2021
Q1 		$654K Sell
13,296
-6,789
-34% -$322K ﹤0.01% 1215
2020
Q4 		$889K Sell
20,085
-174
-0.9% -$7.37K ﹤0.01% 1046
2020
Q3 		$829K Sell
20,259
-2,013
-9% -$85.8K ﹤0.01% 957
2020
Q2 		$887K Sell
22,272
-3,555
-14% -$132K ﹤0.01% 855
2020
Q1 		$817K Buy
25,827
+1,215
+5% +$43K ﹤0.01% 777
2019
Q4 		$879K Sell
24,612
-141
-0.6% -$4.81K ﹤0.01% 849
2019
Q3 		$820K Buy
24,753
+1,575
+7% +$52.4K ﹤0.01% 830
2019
Q2 		$743K Sell
23,178
-210
-0.9% -$6.43K ﹤0.01% 854
2019
Q1 		$682K Buy
23,388
+669
+3% +$19.1K ﹤0.01% 911
2018
Q4 		$618K Sell
22,719
-630
-3% -$18K ﹤0.01% 891
2018
Q3 		$668K Sell
23,349
-2,259
-9% -$69.6K ﹤0.01% 969
2018
Q2 		$779K Buy
25,608
+165
+0.6% +$4.96K ﹤0.01% 850
2018
Q1 		$731K Sell
25,443
-1,332
-5% -$36K ﹤0.01% 737
2017
Q4 		$686K Sell
26,775
-396
-1% -$9.99K ﹤0.01% 767
2017
Q3 		$703K Sell
27,171
-243
-0.9% -$6.04K 0.01% 725
2017
Q2 		$653K Buy
+27,414
New +$630K 0.01% 744
2016
Q4 		– Sell
-9,660
Closed -$218K – 1279
2016
Q3 		$218K Sell
9,660
-1,881
-16% -$43.4K ﹤0.01% 1115
2016
Q2 		$249K Buy
+11,541
New +$247K ﹤0.01% 1061
2015
Q4 		– Sell
-18,702
Closed -$332K – 1193
2015
Q3 		$332K Buy
18,702
+3,276
+21% +$56.2K ﹤0.01% 762
2015
Q2 		$251K Buy
+15,426
New +$259K ﹤0.01% 904

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Nasdaq (NDAQ) in Q3 2023: 17,922 shares worth $871K. The stake represents ﹤0.01% of the portfolio and ranks #1032 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in NDAQ as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in NDAQ in Q2 2015 and has held it in 29 quarters since. The position peaked at $940K in Q4 2021. 698 funds tracked by Wall St. Rank hold NDAQ as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 17,922 shares of Nasdaq worth $871K as of Q3 2023.
  • Nasdaq was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Nasdaq made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1032 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Nasdaq in Q2 2015 and has held it in 29 quarters since.
  • JP Morgan Private Wealth Advisors's Nasdaq position peaked at $940K in Q4 2021.
  • 698 funds tracked by Wall St. Rank held Nasdaq as of Q3 2023.

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