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JP Morgan Private Wealth Advisors’s Onto Innovation ONTO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ONTO Stock Details ONTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$353K Buy
2,765
+78
+3% +$9.27K ﹤0.01% 1398
2023
Q2 		$313K Sell
2,687
-4,187
-61% -$399K ﹤0.01% 1224
2023
Q1 		$604K Sell
6,874
-1,257
-15% -$102K ﹤0.01% 1396
2022
Q4 		$554K Buy
8,131
+162
+2% +$11.6K ﹤0.01% 1431
2022
Q3 		$510K Sell
7,969
-1,353
-15% -$99.4K ﹤0.01% 1445
2022
Q2 		$650K Sell
9,322
-536
-5% -$39.7K ﹤0.01% 1346
2022
Q1 		$857K Sell
9,858
-175
-2% -$15.6K ﹤0.01% 1288
2021
Q4 		$1.02M Sell
10,033
-1,319
-12% -$114K ﹤0.01% 1235
2021
Q3 		$820K Sell
11,352
-149
-1% -$10.7K ﹤0.01% 1298
2021
Q2 		$840K Buy
11,501
+2,517
+28% +$173K ﹤0.01% 1274
2021
Q1 		$590K Buy
8,984
+342
+4% +$20.4K ﹤0.01% 1248
2020
Q4 		$411K Buy
8,642
+31
+0.4% +$1.24K ﹤0.01% 1369
2020
Q3 		$256K Sell
8,611
-2,103
-20% -$69.8K ﹤0.01% 1423
2020
Q2 		$365K Buy
+10,714
New +$348K ﹤0.01% 1229

Other funds holding ONTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Onto Innovation (ONTO) stake by 2.9% in Q3 2023, buying an estimated $9.27K and bringing the position to 2,765 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

JP Morgan Private Wealth Advisors first reported a position in ONTO in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.02M in Q4 2021. 358 funds tracked by Wall St. Rank hold ONTO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,765 shares of Onto Innovation worth $353K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 78 Onto Innovation shares in Q3 2023, an estimated $9.27K.
  • Onto Innovation made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1398 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Onto Innovation in Q2 2020 and has held it in 14 quarters since.
  • JP Morgan Private Wealth Advisors's Onto Innovation position peaked at $1.02M in Q4 2021.
  • 358 funds tracked by Wall St. Rank held Onto Innovation as of Q3 2023.

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