JMPWA
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JP Morgan Private Wealth Advisors’s Spotify SPOT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.42M Buy
+9,184
New +$1.4M ﹤0.01% 862
2023
Q2 		– Sell
-14,056
Closed -$1.88M – 1860
2023
Q1 		$1.88M Buy
14,056
+995
+8% +$114K ﹤0.01% 909
2022
Q4 		$1.03M Sell
13,061
-7,625
-37% -$615K ﹤0.01% 1127
2022
Q3 		$1.78M Buy
20,686
+8,042
+64% +$861K ﹤0.01% 886
2022
Q2 		$1.19M Buy
12,644
+5,312
+72% +$599K ﹤0.01% 1045
2022
Q1 		$1.11M Sell
7,332
-103
-1% -$17.6K ﹤0.01% 1173
2021
Q4 		$1.74M Sell
7,435
-2,493
-25% -$624K ﹤0.01% 967
2021
Q3 		$2.24M Sell
9,928
-3,242
-25% -$764K 0.01% 855
2021
Q2 		$3.63M Sell
13,170
-15,501
-54% -$3.93M 0.01% 673
2021
Q1 		$7.68M Sell
28,671
-2,016
-7% -$628K 0.02% 417
2020
Q4 		$9.66M Buy
30,687
+14,531
+90% +$4.1M 0.03% 363
2020
Q3 		$3.92M Buy
16,156
+7,778
+93% +$2.01M 0.02% 486
2020
Q2 		$2.16M Buy
8,378
+865
+12% +$148K 0.01% 563
2020
Q1 		$912K Buy
7,513
+551
+8% +$78K 0.01% 739
2019
Q4 		$1.04M Buy
6,962
+4,626
+198% +$635K ﹤0.01% 782
2019
Q3 		$266K Buy
2,336
+316
+16% +$44.6K ﹤0.01% 1234
2019
Q2 		$295K Sell
2,020
-42,245
-95% -$5.81M ﹤0.01% 1159
2019
Q1 		$6.14M Buy
44,265
+13,188
+42% +$1.8M 0.03% 360
2018
Q4 		$3.53M Sell
31,077
-12,128
-28% -$1.7M 0.02% 434
2018
Q3 		$7.81M Buy
43,205
+18,958
+78% +$3.48M 0.04% 348
2018
Q2 		$4.08M Buy
+24,247
New +$3.88M 0.02% 441

Other funds holding SPOT

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Spotify (SPOT) in Q3 2023: 9,184 shares worth $1.42M. The stake represents ﹤0.01% of the portfolio and ranks #862 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in SPOT as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in SPOT in Q2 2018 and has held it in 21 quarters since. The position peaked at $9.66M in Q4 2020. 554 funds tracked by Wall St. Rank hold SPOT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 9,184 shares of Spotify worth $1.42M as of Q3 2023.
  • Spotify was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Spotify made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #862 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Spotify in Q2 2018 and has held it in 21 quarters since.
  • JP Morgan Private Wealth Advisors's Spotify position peaked at $9.66M in Q4 2020.
  • 554 funds tracked by Wall St. Rank held Spotify as of Q3 2023.

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