JP Morgan Private Wealth Advisors’s Nu Holdings NU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.72M	Buy	375,342 +187,825	+100%	+$1.41M	0.01%	646
2023 Q2	$1.48M	Sell	187,517 -2,795	-1%	-$17.2K	0.01%	656
2023 Q1	$906K	Buy	190,312 +84,437	+80%	+$376K	﹤0.01%	1202
2022 Q4	$431K	Buy	105,875 +67,355	+175%	+$293K	﹤0.01%	1526
2022 Q3	$169K	Buy	+38,520	New	+$177K	﹤0.01%	1836
2022 Q1	–	Sell	-52,413	Closed	-$492K	–	2055
2021 Q4	$492K	Buy	+52,413	New	+$515K	﹤0.01%	1561

Other funds holding NU

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Nu Holdings (NU) stake by 100% in Q3 2023, buying an estimated $1.41M and bringing the position to 375,342 shares worth $2.72M. The position accounts for 0.01% of the portfolio, ranked #646.

JP Morgan Private Wealth Advisors first reported a position in NU in Q4 2021 and has held it in 6 quarters since. 403 funds tracked by Wall St. Rank hold NU as of Q3 2023.

JP Morgan Private Wealth Advisors held 375,342 shares of Nu Holdings worth $2.72M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 187,825 Nu Holdings shares in Q3 2023, an estimated $1.41M.
Nu Holdings made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #646 holding.
JP Morgan Private Wealth Advisors first reported a position in Nu Holdings in Q4 2021 and has held it in 6 quarters since.
403 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2023.

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