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JP Morgan Private Wealth Advisors’s Sweetgreen SG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$735K Buy
+62,528
New +$871K ﹤0.01% 1093

Other funds holding SG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
RGMC
Revolution Growth Management Company Washington, District of Columbia $70.8M AUM 20.1% 1-Year Est. Return
RM
Radcliff Management New York $220M AUM 22.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Sweetgreen (SG) in Q3 2023: 62,528 shares worth $735K. The stake represents ﹤0.01% of the portfolio and ranks #1093 among its holdings.

152 funds tracked by Wall St. Rank hold SG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 62,528 shares of Sweetgreen worth $735K as of Q3 2023.
  • Sweetgreen was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Sweetgreen made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1093 holding.
  • 152 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2023.

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