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JP Morgan Private Wealth Advisors’s Okta OKTA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.93M Sell
23,664
-19,371
-45% -$1.47M 0.01% 748
2023
Q2 		$2.98M Sell
43,035
-9,435
-18% -$717K 0.02% 454
2023
Q1 		$4.53M Buy
52,470
+20,824
+66% +$1.59M 0.01% 614
2022
Q4 		$2.16M Sell
31,646
-3,043
-9% -$174K ﹤0.01% 811
2022
Q3 		$1.97M Buy
34,689
+2,191
+7% +$188K 0.01% 843
2022
Q2 		$2.94M Buy
32,498
+4,477
+16% +$483K 0.01% 725
2022
Q1 		$4.23M Sell
28,021
-1,070
-4% -$192K 0.01% 670
2021
Q4 		$6.52M Sell
29,091
-11,248
-28% -$2.68M 0.01% 545
2021
Q3 		$9.57M Buy
40,339
+9,124
+29% +$2.27M 0.02% 432
2021
Q2 		$7.64M Buy
31,215
+22,175
+245% +$5.35M 0.02% 480
2021
Q1 		$1.99M Sell
9,040
-6,572
-42% -$1.65M 0.01% 766
2020
Q4 		$3.97M Buy
15,612
+2,336
+18% +$555K 0.01% 548
2020
Q3 		$2.84M Buy
13,276
+1,622
+14% +$338K 0.01% 556
2020
Q2 		$2.33M Sell
11,654
-955
-8% -$162K 0.01% 545
2020
Q1 		$1.54M Sell
12,609
-3,275
-21% -$411K 0.01% 594
2019
Q4 		$1.83M Sell
15,884
-969
-6% -$112K 0.01% 630
2019
Q3 		$1.66M Buy
16,853
+8,188
+94% +$1.02M 0.01% 621
2019
Q2 		$1.07M Buy
8,665
+292
+3% +$31.7K 0.01% 733
2019
Q1 		$693K Buy
8,373
+928
+12% +$73.5K ﹤0.01% 904
2018
Q4 		$475K Buy
7,445
+977
+15% +$57.9K ﹤0.01% 989
2018
Q3 		$455K Sell
6,468
-75
-1% -$4.47K ﹤0.01% 1104
2018
Q2 		$330K Sell
6,543
-227,409
-97% -$10.8M ﹤0.01% 1168
2018
Q1 		$9.32M Buy
+233,952
New +$7.81M 0.06% 243

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Okta (OKTA) stake by 45% in Q3 2023, selling an estimated $1.47M and leaving 23,664 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #748.

JP Morgan Private Wealth Advisors first reported a position in OKTA in Q1 2018 and has held it in 23 quarters since. The position peaked at $9.57M in Q3 2021. 600 funds tracked by Wall St. Rank hold OKTA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 23,664 shares of Okta worth $1.93M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 19,371 Okta shares in Q3 2023, an estimated $1.47M.
  • Okta made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #748 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Okta in Q1 2018 and has held it in 23 quarters since.
  • JP Morgan Private Wealth Advisors's Okta position peaked at $9.57M in Q3 2021.
  • 600 funds tracked by Wall St. Rank held Okta as of Q3 2023.

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