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JP Morgan Private Wealth Advisors’s Universal Display OLED Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio OLED Stock Details OLED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.02M Sell
6,479
-3,112
-32% -$473K ﹤0.01% 962
2023
Q2 		$1.38M Buy
9,591
+1,482
+18% +$212K 0.01% 670
2023
Q1 		$1.26M Sell
8,109
-1,966
-20% -$264K ﹤0.01% 1060
2022
Q4 		$1.09M Buy
10,075
+257
+3% +$27K ﹤0.01% 1103
2022
Q3 		$926K Buy
9,818
+1,280
+15% +$142K ﹤0.01% 1174
2022
Q2 		$864K Buy
8,538
+539
+7% +$69.3K ﹤0.01% 1212
2022
Q1 		$1.33M Buy
7,999
+576
+8% +$89.4K ﹤0.01% 1077
2021
Q4 		$1.23M Sell
7,423
-70
-0.9% -$11.5K ﹤0.01% 1141
2021
Q3 		$1.28M Sell
7,493
-1,970
-21% -$408K ﹤0.01% 1102
2021
Q2 		$2.1M Buy
9,463
+1,337
+16% +$293K 0.01% 854
2021
Q1 		$1.92M Buy
8,126
+104
+1% +$24K 0.01% 785
2020
Q4 		$1.84M Buy
8,022
+134
+2% +$28.6K 0.01% 766
2020
Q3 		$1.43M Buy
7,888
+789
+11% +$135K 0.01% 751
2020
Q2 		$1.06M Buy
7,099
+3,943
+125% +$579K ﹤0.01% 786
2020
Q1 		$416K Sell
3,156
-714
-18% -$123K ﹤0.01% 1000
2019
Q4 		$798K Sell
3,870
-432
-10% -$81.6K ﹤0.01% 881
2019
Q3 		$722K Buy
4,302
+1,311
+44% +$262K ﹤0.01% 876
2019
Q2 		$562K Buy
2,991
+5
+0.2% +$832 ﹤0.01% 937
2019
Q1 		$456K Sell
2,986
-843
-22% -$104K ﹤0.01% 1070
2018
Q4 		$358K Buy
3,829
+305
+9% +$30.8K ﹤0.01% 1086
2018
Q3 		$416K Sell
3,524
-9,825
-74% -$1.08M ﹤0.01% 1144
2018
Q2 		$1.15M Buy
13,349
+9,460
+243% +$902K 0.01% 732
2018
Q1 		$393K Sell
3,889
-1,136
-23% -$171K ﹤0.01% 950
2017
Q4 		$867K Buy
5,025
+163
+3% +$26K 0.01% 704
2017
Q3 		$627K Buy
+4,862
New +$588K ﹤0.01% 773
2017
Q2 		– Sell
-3,621
Closed -$312K – 1325
2017
Q1 		$312K Sell
3,621
-1,621
-31% -$117K ﹤0.01% 1048
2016
Q4 		$295K Buy
5,242
+321
+7% +$17.6K ﹤0.01% 1001
2016
Q3 		$274K Buy
4,921
+751
+18% +$47.6K ﹤0.01% 1028
2016
Q2 		$283K Buy
+4,170
New +$256K ﹤0.01% 1008

Other funds holding OLED

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Universal Display (OLED) stake by 32% in Q3 2023, selling an estimated $473K and leaving 6,479 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #962.

JP Morgan Private Wealth Advisors first reported a position in OLED in Q2 2016 and has held it in 29 quarters since. The position peaked at $2.1M in Q2 2021. 399 funds tracked by Wall St. Rank hold OLED as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 6,479 shares of Universal Display worth $1.02M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 3,112 Universal Display shares in Q3 2023, an estimated $473K.
  • Universal Display made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #962 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Universal Display in Q2 2016 and has held it in 29 quarters since.
  • JP Morgan Private Wealth Advisors's Universal Display position peaked at $2.1M in Q2 2021.
  • 399 funds tracked by Wall St. Rank held Universal Display as of Q3 2023.

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