JP Morgan Private Wealth Advisors’s Rocket Lab Corp RKLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.14M	Buy	261,395 +170,830	+189%	+$1.04M	﹤0.01%	927
2023 Q2	$543K	Sell	90,565 -1,972	-2%	-$9.05K	﹤0.01%	1000
2023 Q1	$374K	Sell	92,537 -101,191	-52%	-$454K	﹤0.01%	1591
2022 Q4	$730K	Buy	193,728 +77,358	+66%	+$338K	﹤0.01%	1295
2022 Q3	$474K	Buy	116,370 +37,971	+48%	+$187K	﹤0.01%	1481
2022 Q2	$297K	Buy	78,399 +12,439	+19%	+$73.2K	﹤0.01%	1655
2022 Q1	$531K	Buy	+65,960	New	+$614K	﹤0.01%	1511

Other funds holding RKLB

VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

DMC

Deer Management Company Larchmont, New York $622M AUM 24.27% 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

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

VCM

Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DCI

Data Collective IV Palo Alto, California $55.9M AUM 49.14% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Rocket Lab Corp (RKLB) stake by 189% in Q3 2023, buying an estimated $1.04M and bringing the position to 261,395 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #927.

JP Morgan Private Wealth Advisors first reported a position in RKLB in Q1 2022 and has held it in 7 quarters since. 216 funds tracked by Wall St. Rank hold RKLB as of Q3 2023.

JP Morgan Private Wealth Advisors held 261,395 shares of Rocket Lab Corp worth $1.14M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 170,830 Rocket Lab Corp shares in Q3 2023, an estimated $1.04M.
Rocket Lab Corp made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #927 holding.
JP Morgan Private Wealth Advisors first reported a position in Rocket Lab Corp in Q1 2022 and has held it in 7 quarters since.
216 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q3 2023.

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