JP Morgan Private Wealth Advisors’s Rivian RIVN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$310K	Buy	+12,760	New	+$298K	﹤0.01%	1461
2023 Q2	–	Sell	-20,737	Closed	-$321K	–	1832
2023 Q1	$321K	Buy	20,737 +5,687	+38%	+$96K	﹤0.01%	1654
2022 Q4	$277K	Buy	15,050 +1,578	+12%	+$46.4K	﹤0.01%	1683
2022 Q3	$443K	Buy	13,472 +597	+5%	+$20.3K	﹤0.01%	1512
2022 Q2	$331K	Sell	12,875 -2,617	-17%	-$81.7K	﹤0.01%	1609
2022 Q1	$778K	Buy	15,492 +1,022	+7%	+$62.2K	﹤0.01%	1326
2021 Q4	$1.5M	Buy	+14,470	New	+$1.67M	﹤0.01%	1044

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

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

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

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

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

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Rivian (RIVN) in Q3 2023: 12,760 shares worth $310K. The stake represents ﹤0.01% of the portfolio and ranks #1461 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in RIVN as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in RIVN in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.5M in Q4 2021. 670 funds tracked by Wall St. Rank hold RIVN as of Q3 2023.

JP Morgan Private Wealth Advisors held 12,760 shares of Rivian worth $310K as of Q3 2023.
Rivian was a new JP Morgan Private Wealth Advisors position in Q3 2023.
Rivian made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1461 holding.
JP Morgan Private Wealth Advisors first reported a position in Rivian in Q4 2021 and has held it in 7 quarters since.
JP Morgan Private Wealth Advisors's Rivian position peaked at $1.5M in Q4 2021.
670 funds tracked by Wall St. Rank held Rivian as of Q3 2023.

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