JP Morgan Private Wealth Advisors’s Peloton Interactive PTON Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$385K	Buy	+76,164	New	+$542K	﹤0.01%	1355
2023 Q2	–	Sell	-136,432	Closed	-$1.55M	–	1816
2023 Q1	$1.55M	Buy	136,432 +3,223	+2%	+$38.8K	﹤0.01%	979
2022 Q4	$1.06M	Sell	133,209 -17,333	-12%	-$166K	﹤0.01%	1117
2022 Q3	$1.04M	Buy	150,542 +20,280	+16%	+$206K	﹤0.01%	1109
2022 Q2	$1.2M	Sell	130,262 -800	-0.6%	-$12.8K	﹤0.01%	1040
2022 Q1	$3.46M	Sell	131,062 -57,823	-31%	-$1.66M	0.01%	713
2021 Q4	$6.75M	Buy	188,885 +79,421	+73%	+$4.85M	0.01%	534
2021 Q3	$9.53M	Buy	109,464 +9,827	+10%	+$1.09M	0.02%	434
2021 Q2	$12.4M	Buy	99,637 +76,762	+336%	+$8.17M	0.03%	387
2021 Q1	$2.57M	Buy	22,875 +4,737	+26%	+$628K	0.01%	681
2020 Q4	$2.75M	Sell	18,138 -89	-0.5%	-$10.8K	0.01%	631
2020 Q3	$1.81M	Buy	18,227 +5,442	+43%	+$400K	0.01%	675
2020 Q2	$739K	Buy	12,785 +4,172	+48%	+$173K	﹤0.01%	923
2020 Q1	$229K	Buy	+8,613	New	+$240K	﹤0.01%	1241

Other funds holding PTON

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Peloton Interactive (PTON) in Q3 2023: 76,164 shares worth $385K. The stake represents ﹤0.01% of the portfolio and ranks #1355 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in PTON as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in PTON in Q1 2020 and has held it in 14 quarters since. The position peaked at $12.4M in Q2 2021. 392 funds tracked by Wall St. Rank hold PTON as of Q3 2023.

JP Morgan Private Wealth Advisors held 76,164 shares of Peloton Interactive worth $385K as of Q3 2023.
Peloton Interactive was a new JP Morgan Private Wealth Advisors position in Q3 2023.
Peloton Interactive made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1355 holding.
JP Morgan Private Wealth Advisors first reported a position in Peloton Interactive in Q1 2020 and has held it in 14 quarters since.
JP Morgan Private Wealth Advisors's Peloton Interactive position peaked at $12.4M in Q2 2021.
392 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2023.

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