JMPWA
TEAM icon

JP Morgan Private Wealth Advisors’s Atlassian TEAM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$79.9M Sell
396,285
-6,742
-2% -$1.28M 0.23% 102
2023
Q2 		$67.6M Sell
403,027
-10,505
-3% -$1.68M 0.35% 69
2023
Q1 		$70.8M Buy
413,532
+13,865
+3% +$2.21M 0.15% 145
2022
Q4 		$51.4M Buy
+399,667
New +$63.6M 0.11% 179
2022
Q3 		– Sell
-29,910
Closed -$5.61M – 1980
2022
Q2 		$5.61M Buy
29,910
+1,924
+7% +$411K 0.01% 543
2022
Q1 		$8.22M Buy
27,986
+1,361
+5% +$407K 0.02% 494
2021
Q4 		$10.2M Sell
26,625
-1,761
-6% -$708K 0.02% 431
2021
Q3 		$11.1M Buy
28,386
+16,980
+149% +$5.67M 0.03% 404
2021
Q2 		$2.93M Buy
11,406
+803
+8% +$188K 0.01% 733
2021
Q1 		$2.23M Sell
10,603
-25,540
-71% -$5.94M 0.01% 731
2020
Q4 		$8.45M Buy
36,143
+26,361
+269% +$5.57M 0.03% 387
2020
Q3 		$1.78M Buy
9,782
+3,609
+58% +$644K 0.01% 682
2020
Q2 		$1.11M Buy
6,173
+2,106
+52% +$350K 0.01% 770
2020
Q1 		$558K Buy
+4,067
New +$569K ﹤0.01% 898
2019
Q4 		– Sell
-1,672
Closed -$210K – 1507
2019
Q3 		$210K Buy
+1,672
New +$228K ﹤0.01% 1332
2019
Q2 		– Sell
-134,840
Closed -$15.2M – 1456
2019
Q1 		$15.2M Buy
134,840
+202
+0.2% +$20.6K 0.08% 227
2018
Q4 		$12M Sell
134,638
-5,126
-4% -$406K 0.07% 236
2018
Q3 		$13.4M Sell
139,764
-53
-0% -$4.2K 0.07% 254
2018
Q2 		$8.74M Buy
139,817
+4,999
+4% +$307K 0.05% 295
2018
Q1 		$7.27M Hold
134,818
– – 0.05% 272
2017
Q4 		$6.14M Buy
134,818
+109
+0.1% +$5.07K 0.04% 302
2017
Q3 		$4.74M Buy
134,709
+62
+0% +$2.2K 0.03% 323
2017
Q2 		$4.74M Buy
134,647
+691
+0.5% +$23.9K 0.04% 303
2017
Q1 		$4.01M Sell
133,956
-70,208
-34% -$1.98M 0.03% 339
2016
Q4 		$4.92M Buy
204,164
+11,749
+6% +$318K 0.04% 283
2016
Q3 		$5.77M Sell
192,415
-63,762
-25% -$1.87M 0.05% 263
2016
Q2 		$6.63M Buy
+256,177
New +$6.07M 0.06% 231

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Atlassian (TEAM) stake by 1.7% in Q3 2023, selling an estimated $1.28M and leaving 396,285 shares worth $79.9M. The position accounts for 0.23% of the portfolio, ranked #102.

JP Morgan Private Wealth Advisors first reported a position in TEAM in Q2 2016 and has held it in 27 quarters since. 659 funds tracked by Wall St. Rank hold TEAM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 396,285 shares of Atlassian worth $79.9M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 6,742 Atlassian shares in Q3 2023, an estimated $1.28M.
  • Atlassian made up 0.23% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #102 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Atlassian in Q2 2016 and has held it in 27 quarters since.
  • 659 funds tracked by Wall St. Rank held Atlassian as of Q3 2023.

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