JP Morgan Private Wealth Advisors’s Neighborhood Intelligence Inc NXH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$188K	Sell	13,100 -263	-2%	-$6.44K	﹤0.01%	1637
2023 Q2	$396K	Sell	13,363 -5,227	-28%	-$96.5K	﹤0.01%	1123
2023 Q1	$343K	Buy	18,590 +4,174	+29%	+$77.8K	﹤0.01%	1623
2022 Q4	$254K	Buy	14,416 +2,423	+20%	+$52.1K	﹤0.01%	1723
2022 Q3	$265K	Buy	11,993 +466	+4%	+$11.7K	﹤0.01%	1707
2022 Q2	$262K	Sell	11,527 -309	-3%	-$9.29K	﹤0.01%	1713
2022 Q1	$473K	Buy	11,836 +1,240	+12%	+$55.1K	﹤0.01%	1561
2021 Q4	$568K	Buy	10,596 +1,134	+12%	+$85.6K	﹤0.01%	1498
2021 Q3	$670K	Buy	9,462 +4,029	+74%	+$279K	﹤0.01%	1387
2021 Q2	$455K	Buy	+5,433	New	+$395K	﹤0.01%	1514

Other funds holding NXH

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

JCM

JAT Capital Management Greenwich, Connecticut $47.4M AUM 177.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Neighborhood Intelligence Inc (NXH) stake by 2% in Q3 2023, selling an estimated $6.44K and leaving 13,100 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

JP Morgan Private Wealth Advisors first reported a position in NXH in Q2 2021 and has held it in 10 quarters since. The position peaked at $670K in Q3 2021. 184 funds tracked by Wall St. Rank hold NXH as of Q3 2023.

JP Morgan Private Wealth Advisors held 13,100 shares of Neighborhood Intelligence Inc worth $188K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 263 Neighborhood Intelligence Inc shares in Q3 2023, an estimated $6.44K.
Neighborhood Intelligence Inc made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1637 holding.
JP Morgan Private Wealth Advisors first reported a position in Neighborhood Intelligence Inc in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's Neighborhood Intelligence Inc position peaked at $670K in Q3 2021.
184 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q3 2023.

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