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JP Morgan Private Wealth Advisors’s Snowflake SNOW Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SNOW Stock Details SNOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$9.06M Buy
59,316
+1,696
+3% +$276K 0.03% 386
2023
Q2 		$10.1M Sell
57,620
-3,386
-6% -$550K 0.05% 230
2023
Q1 		$9.41M Buy
61,006
+66
+0.1% +$9.68K 0.02% 442
2022
Q4 		$8.75M Sell
60,940
-2,736
-4% -$417K 0.02% 448
2022
Q3 		$10.8M Buy
63,676
+5,067
+9% +$839K 0.03% 381
2022
Q2 		$8.15M Sell
58,609
-26,144
-31% -$4.14M 0.02% 453
2022
Q1 		$19.4M Sell
84,753
-6,341
-7% -$1.64M 0.04% 331
2021
Q4 		$30.9M Buy
91,094
+12,761
+16% +$4.45M 0.07% 249
2021
Q3 		$23.7M Buy
78,333
+21,297
+37% +$6.06M 0.06% 280
2021
Q2 		$13.8M Buy
57,036
+52,302
+1,105% +$12.2M 0.04% 372
2021
Q1 		$1.08M Sell
4,734
-22,649
-83% -$6.04M ﹤0.01% 1002
2020
Q4 		$7.71M Buy
+27,383
New +$7.79M 0.03% 396

Other funds holding SNOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Snowflake (SNOW) stake by 2.9% in Q3 2023, buying an estimated $276K and bringing the position to 59,316 shares worth $9.06M. The position accounts for 0.03% of the portfolio, ranked #386.

JP Morgan Private Wealth Advisors first reported a position in SNOW in Q4 2020 and has held it in 12 quarters since. The position peaked at $30.9M in Q4 2021. 960 funds tracked by Wall St. Rank hold SNOW as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 59,316 shares of Snowflake worth $9.06M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 1,696 Snowflake shares in Q3 2023, an estimated $276K.
  • Snowflake made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #386 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Snowflake in Q4 2020 and has held it in 12 quarters since.
  • JP Morgan Private Wealth Advisors's Snowflake position peaked at $30.9M in Q4 2021.
  • 960 funds tracked by Wall St. Rank held Snowflake as of Q3 2023.

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