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JP Morgan Private Wealth Advisors’s Trade Desk TTD Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.09M Sell
13,947
-11,268
-45% -$911K ﹤0.01% 941
2023
Q2 		$1.95M Sell
25,215
-16,140
-39% -$1.09M 0.01% 568
2023
Q1 		$2.52M Buy
41,355
+11,570
+39% +$616K 0.01% 792
2022
Q4 		$1.34M Sell
29,785
-3,712
-11% -$188K ﹤0.01% 1018
2022
Q3 		$2M Buy
33,497
+2,598
+8% +$148K 0.01% 839
2022
Q2 		$1.29M Buy
30,899
+9,125
+42% +$500K ﹤0.01% 1010
2022
Q1 		$1.51M Sell
21,774
-1,606
-7% -$116K ﹤0.01% 1021
2021
Q4 		$2.14M Buy
23,380
+1,632
+8% +$143K ﹤0.01% 881
2021
Q3 		$1.53M Buy
21,748
+1,564
+8% +$121K ﹤0.01% 1011
2021
Q2 		$1.56M Buy
20,184
+6,024
+43% +$385K ﹤0.01% 988
2021
Q1 		$923K Sell
14,160
-212,490
-94% -$16.4M ﹤0.01% 1076
2020
Q4 		$18.2M Buy
226,650
+30,940
+16% +$2.34M 0.06% 274
2020
Q3 		$10.2M Buy
195,710
+164,600
+529% +$7.52M 0.04% 328
2020
Q2 		$1.26M Sell
31,110
-17,030
-35% -$513K 0.01% 727
2020
Q1 		$929K Buy
48,140
+3,210
+7% +$83.1K 0.01% 733
2019
Q4 		$1.17M Buy
44,930
+2,360
+6% +$53.1K 0.01% 746
2019
Q3 		$798K Buy
42,570
+9,210
+28% +$219K ﹤0.01% 837
2019
Q2 		$760K Sell
33,360
-840
-2% -$18.1K ﹤0.01% 842
2019
Q1 		$677K Sell
34,200
-5,690
-14% -$93.2K ﹤0.01% 914
2018
Q4 		$463K Buy
39,890
+1,140
+3% +$14.3K ﹤0.01% 997
2018
Q3 		$585K Buy
38,750
+1,750
+5% +$20.8K ﹤0.01% 1017
2018
Q2 		$347K Buy
+37,000
New +$261K ﹤0.01% 1148

Other funds holding TTD

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Trade Desk (TTD) stake by 45% in Q3 2023, selling an estimated $911K and leaving 13,947 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #941.

JP Morgan Private Wealth Advisors first reported a position in TTD in Q2 2018 and has held it in 22 quarters since. The position peaked at $18.2M in Q4 2020. 897 funds tracked by Wall St. Rank hold TTD as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 13,947 shares of Trade Desk worth $1.09M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 11,268 Trade Desk shares in Q3 2023, an estimated $911K.
  • Trade Desk made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #941 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Trade Desk in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Trade Desk position peaked at $18.2M in Q4 2020.
  • 897 funds tracked by Wall St. Rank held Trade Desk as of Q3 2023.

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