JP Morgan Private Wealth Advisors’s UiPath PATH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.48M	Sell	86,355 -10,416	-11%	-$173K	﹤0.01%	844
2023 Q2	$1.6M	Sell	96,771 -45,009	-32%	-$722K	0.01%	635
2023 Q1	$2.49M	Buy	141,780 +29,521	+26%	+$446K	0.01%	793
2022 Q4	$1.43M	Buy	112,259 +1,917	+2%	+$23.7K	﹤0.01%	977
2022 Q3	$1.39M	Buy	110,342 +15,830	+17%	+$278K	﹤0.01%	993
2022 Q2	$1.72M	Buy	94,512 +3,438	+4%	+$64.3K	﹤0.01%	891
2022 Q1	$1.97M	Buy	91,074 +1,410	+2%	+$47.5K	﹤0.01%	905
2021 Q4	$3.87M	Buy	89,664 +63,181	+239%	+$3.12M	0.01%	686
2021 Q3	$1.39M	Buy	+26,483	New	+$1.6M	﹤0.01%	1053

Other funds holding PATH

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its UiPath (PATH) stake by 11% in Q3 2023, selling an estimated $173K and leaving 86,355 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #844.

JP Morgan Private Wealth Advisors first reported a position in PATH in Q3 2021 and has held it in 9 quarters since. The position peaked at $3.87M in Q4 2021. 417 funds tracked by Wall St. Rank hold PATH as of Q3 2023.

JP Morgan Private Wealth Advisors held 86,355 shares of UiPath worth $1.48M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 10,416 UiPath shares in Q3 2023, an estimated $173K.
UiPath made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #844 holding.
JP Morgan Private Wealth Advisors first reported a position in UiPath in Q3 2021 and has held it in 9 quarters since.
JP Morgan Private Wealth Advisors's UiPath position peaked at $3.87M in Q4 2021.
417 funds tracked by Wall St. Rank held UiPath as of Q3 2023.

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