JP Morgan Private Wealth Advisors’s Palantir PLTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$4.6M	Sell	287,422 -7,314	-2%	-$116K	0.01%	521
2023 Q2	$4.52M	Sell	294,736 -215,561	-42%	-$2.45M	0.02%	359
2023 Q1	$4.31M	Sell	510,297 -9,600	-2%	-$75.1K	0.01%	625
2022 Q4	$3.34M	Buy	519,897 +139,285	+37%	+$1.06M	0.01%	691
2022 Q3	$3.09M	Buy	380,612 +15,541	+4%	+$138K	0.01%	700
2022 Q2	$3.31M	Sell	365,071 -9,238	-2%	-$91.3K	0.01%	685
2022 Q1	$5.14M	Sell	374,309 -267,727	-42%	-$3.57M	0.01%	604
2021 Q4	$11.7M	Sell	642,036 -83,312	-11%	-$1.84M	0.03%	408
2021 Q3	$17.4M	Buy	725,348 +172,076	+31%	+$4.2M	0.04%	332
2021 Q2	$14.6M	Buy	553,272 +396,762	+254%	+$9.18M	0.04%	364
2021 Q1	$3.65M	Buy	156,510 +26,343	+20%	+$722K	0.01%	588
2020 Q4	$3.06M	Buy	130,167 +104,667	+410%	+$1.87M	0.01%	610
2020 Q3	$242K	Buy	+25,500	New	+$242K	﹤0.01%	1448

Other funds holding PLTR

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Palantir (PLTR) stake by 2.5% in Q3 2023, selling an estimated $116K and leaving 287,422 shares worth $4.6M. The position accounts for 0.01% of the portfolio, ranked #521.

JP Morgan Private Wealth Advisors first reported a position in PLTR in Q3 2020 and has held it in 13 quarters since. The position peaked at $17.4M in Q3 2021. 914 funds tracked by Wall St. Rank hold PLTR as of Q3 2023.

JP Morgan Private Wealth Advisors held 287,422 shares of Palantir worth $4.6M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 7,314 Palantir shares in Q3 2023, an estimated $116K.
Palantir made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #521 holding.
JP Morgan Private Wealth Advisors first reported a position in Palantir in Q3 2020 and has held it in 13 quarters since.
JP Morgan Private Wealth Advisors's Palantir position peaked at $17.4M in Q3 2021.
914 funds tracked by Wall St. Rank held Palantir as of Q3 2023.

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