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JP Morgan Private Wealth Advisors’s Shopify SHOP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$15.2M Buy
+277,994
New +$16.8M 0.04% 310
2023
Q2 		– Sell
-247,623
Closed -$11.9M – 1852
2023
Q1 		$11.9M Sell
247,623
-183,767
-43% -$8.09M 0.03% 397
2022
Q4 		$15M Sell
431,390
-132,161
-23% -$4.51M 0.03% 348
2022
Q3 		$15.2M Buy
563,551
+154,136
+38% +$5.24M 0.04% 323
2022
Q2 		$12.8M Sell
409,415
-5,835
-1% -$249K 0.03% 357
2022
Q1 		$28.1M Sell
415,250
-187,950
-31% -$15.4M 0.06% 271
2021
Q4 		$83.1M Buy
603,200
+30,400
+5% +$4.44M 0.18% 132
2021
Q3 		$77.7M Buy
572,800
+139,250
+32% +$20.9M 0.19% 129
2021
Q2 		$63.3M Buy
433,550
+223,680
+107% +$27.6M 0.16% 143
2021
Q1 		$23.2M Sell
209,870
-108,650
-34% -$13.1M 0.08% 239
2020
Q4 		$36.1M Buy
318,520
+108,610
+52% +$11.4M 0.12% 183
2020
Q3 		$21.5M Buy
209,910
+20,950
+11% +$2.08M 0.08% 205
2020
Q2 		$17.9M Buy
188,960
+12,090
+7% +$839K 0.08% 203
2020
Q1 		$7.37M Sell
176,870
-19,790
-10% -$892K 0.04% 301
2019
Q4 		$7.82M Buy
196,660
+21,170
+12% +$716K 0.04% 340
2019
Q3 		$5.47M Sell
175,490
-11,970
-6% -$410K 0.03% 386
2019
Q2 		$5.63M Sell
187,460
-20,750
-10% -$540K 0.03% 364
2019
Q1 		$4.3M Buy
208,210
+25,330
+14% +$447K 0.02% 435
2018
Q4 		$2.53M Buy
182,880
+6,230
+4% +$87.7K 0.02% 522
2018
Q3 		$2.9M Buy
176,650
+23,580
+15% +$359K 0.01% 548
2018
Q2 		$2.23M Buy
153,070
+129,080
+538% +$1.83M 0.01% 584
2018
Q1 		$299K Buy
+23,990
New +$311K ﹤0.01% 1042
2017
Q4 		– Sell
-27,320
Closed -$318K – 1324
2017
Q3 		$318K Buy
27,320
+1,710
+7% +$17.5K ﹤0.01% 1001
2017
Q2 		$223K Buy
+25,610
New +$217K ﹤0.01% 1115

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Shopify (SHOP) in Q3 2023: 277,994 shares worth $15.2M. The stake represents 0.04% of the portfolio and ranks #310 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in SHOP as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in SHOP in Q2 2017 and has held it in 24 quarters since. The position peaked at $83.1M in Q4 2021. 1,078 funds tracked by Wall St. Rank hold SHOP as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 277,994 shares of Shopify worth $15.2M as of Q3 2023.
  • Shopify was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Shopify made up 0.04% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #310 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Shopify in Q2 2017 and has held it in 24 quarters since.
  • JP Morgan Private Wealth Advisors's Shopify position peaked at $83.1M in Q4 2021.
  • 1,078 funds tracked by Wall St. Rank held Shopify as of Q3 2023.

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