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JP Morgan Private Wealth Advisors’s Q2 Holdings QTWO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio QTWO Stock Details QTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,696
Closed -$207K – 1773
2023
Q2 		$207K Sell
6,696
-4,187
-38% -$110K ﹤0.01% 1379
2023
Q1 		$268K Sell
10,883
-4,662
-30% -$139K ﹤0.01% 1727
2022
Q4 		$418K Sell
15,545
-2,436
-14% -$68.1K ﹤0.01% 1543
2022
Q3 		$579K Sell
17,981
-52
-0.3% -$2.12K ﹤0.01% 1394
2022
Q2 		$696K Buy
18,033
+6,262
+53% +$305K ﹤0.01% 1314
2022
Q1 		$726K Sell
11,771
-1,364
-10% -$87.4K ﹤0.01% 1362
2021
Q4 		$1.04M Buy
13,135
+678
+5% +$54.7K ﹤0.01% 1218
2021
Q3 		$998K Sell
12,457
-66
-0.5% -$6.05K ﹤0.01% 1214
2021
Q2 		$1.28M Buy
12,523
+7,493
+149% +$750K ﹤0.01% 1083
2021
Q1 		$504K Sell
5,030
-3,384
-40% -$421K ﹤0.01% 1308
2020
Q4 		$1.06M Buy
8,414
+5,313
+171% +$572K ﹤0.01% 988
2020
Q3 		$283K Buy
+3,101
New +$289K ﹤0.01% 1385

Other funds holding QTWO

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Q2 Holdings (QTWO) in Q3 2023, closing a stake of 6,696 shares — an estimated $207K sold.

JP Morgan Private Wealth Advisors first reported a position in QTWO in Q3 2020 and held it in 12 quarters. The position peaked at $1.28M in Q2 2021. 206 funds tracked by Wall St. Rank hold QTWO as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Q2 Holdings position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,696 Q2 Holdings shares in Q3 2023, an estimated $207K.
  • JP Morgan Private Wealth Advisors first reported a position in Q2 Holdings in Q3 2020 and held it in 12 quarters.
  • JP Morgan Private Wealth Advisors's Q2 Holdings position peaked at $1.28M in Q2 2021.
  • 206 funds tracked by Wall St. Rank held Q2 Holdings as of Q3 2023.

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