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JP Morgan Private Wealth Advisors’s Insulet PODD Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PODD Stock Details PODD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$389K Buy
+2,440
New +$546K ﹤0.01% 1350
2023
Q2 		– Sell
-6,206
Closed -$1.98M – 1805
2023
Q1 		$1.98M Sell
6,206
-631
-9% -$187K ﹤0.01% 877
2022
Q4 		$2.01M Buy
6,837
+614
+10% +$169K ﹤0.01% 851
2022
Q3 		$1.43M Buy
6,223
+10
+0.2% +$2.5K ﹤0.01% 981
2022
Q2 		$1.35M Buy
6,213
+589
+10% +$134K ﹤0.01% 991
2022
Q1 		$1.5M Sell
5,624
-594
-10% -$146K ﹤0.01% 1027
2021
Q4 		$1.65M Sell
6,218
-547
-8% -$159K ﹤0.01% 995
2021
Q3 		$1.92M Buy
6,765
+576
+9% +$164K ﹤0.01% 923
2021
Q2 		$1.7M Buy
6,189
+767
+14% +$208K ﹤0.01% 944
2021
Q1 		$1.42M Sell
5,422
-1,036
-16% -$277K ﹤0.01% 897
2020
Q4 		$1.65M Buy
6,458
+1,660
+35% +$412K 0.01% 813
2020
Q3 		$1.14M Sell
4,798
-145
-3% -$30.5K ﹤0.01% 839
2020
Q2 		$960K Buy
4,943
+540
+12% +$103K ﹤0.01% 824
2020
Q1 		$729K Buy
4,403
+1,459
+50% +$267K ﹤0.01% 811
2019
Q4 		$504K Buy
2,944
+290
+11% +$48.3K ﹤0.01% 1048
2019
Q3 		$438K Buy
2,654
+56
+2% +$7.87K ﹤0.01% 1047
2019
Q2 		$310K Hold
2,598
– – ﹤0.01% 1138
2019
Q1 		$247K Buy
2,598
+45
+2% +$3.86K ﹤0.01% 1295
2018
Q4 		$203K Sell
2,553
-47
-2% -$3.98K ﹤0.01% 1340
2018
Q3 		$275K Hold
2,600
– – ﹤0.01% 1343
2018
Q2 		$223K Buy
2,600
+186
+8% +$16.7K ﹤0.01% 1322
2018
Q1 		$209K Buy
+2,414
New +$188K ﹤0.01% 1175
2017
Q2 		– Sell
-8,872
Closed -$382K – 1331
2017
Q1 		$382K Buy
8,872
+3,555
+67% +$152K ﹤0.01% 970
2016
Q4 		$200K Sell
5,317
-3,232
-38% -$120K ﹤0.01% 1168
2016
Q3 		$350K Buy
+8,549
New +$338K ﹤0.01% 923
2015
Q1 		– Sell
-4,680
Closed -$216K – 1166
2014
Q4 		$216K Sell
4,680
-745
-14% -$31.9K ﹤0.01% 968
2014
Q3 		$200K Sell
5,425
-778
-13% -$28.4K ﹤0.01% 984
2014
Q2 		$246K Sell
6,203
-1,698
-21% -$65.3K ﹤0.01% 754
2014
Q1 		$375K Buy
+7,901
New +$350K 0.01% 659

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Insulet (PODD) in Q3 2023: 2,440 shares worth $389K. The stake represents ﹤0.01% of the portfolio and ranks #1350 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in PODD as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in PODD in Q1 2014 and has held it in 29 quarters since. The position peaked at $2.01M in Q4 2022. 529 funds tracked by Wall St. Rank hold PODD as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,440 shares of Insulet worth $389K as of Q3 2023.
  • Insulet was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Insulet made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1350 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Insulet in Q1 2014 and has held it in 29 quarters since.
  • JP Morgan Private Wealth Advisors's Insulet position peaked at $2.01M in Q4 2022.
  • 529 funds tracked by Wall St. Rank held Insulet as of Q3 2023.

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