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JP Morgan Private Wealth Advisors’s RUM Group Inc RUM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio RUM Stock Details RUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-15,000
Closed -$150K – 1841
2023
Q1 		$150K Hold
15,000
– – ﹤0.01% 1867
2022
Q4 		$89.3K Buy
15,000
+504
+3% +$4.83K ﹤0.01% 1888
2022
Q3 		$178K Buy
+14,496
New +$159K ﹤0.01% 1828

Other funds holding RUM

CF
Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DOS
David O. Sacks $19.8M AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

JP Morgan Private Wealth Advisors's RUM Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of RUM Group Inc (RUM) in Q2 2023, closing a stake of 15,000 shares — an estimated $150K sold.

JP Morgan Private Wealth Advisors first reported a position in RUM in Q3 2022 and held it in 3 quarters. The position peaked at $178K in Q3 2022. 132 funds tracked by Wall St. Rank hold RUM as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining RUM Group Inc position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 15,000 RUM Group Inc shares in Q2 2023, an estimated $150K.
  • JP Morgan Private Wealth Advisors first reported a position in RUM Group Inc in Q3 2022 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's RUM Group Inc position peaked at $178K in Q3 2022.
  • 132 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.