JP Morgan Private Wealth Advisors’s Tradeweb Markets TW Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TW Stock Details TW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$404K	Buy	5,043 +897	+22%	+$71.5K	﹤0.01%	1340
2023 Q2	$284K	Buy	4,146 +1,210	+41%	+$85.7K	﹤0.01%	1259
2023 Q1	$232K	Sell	2,936 -206	-7%	-$14.9K	﹤0.01%	1772
2022 Q4	$204K	Buy	+3,142	New	+$185K	﹤0.01%	1820
2022 Q2	–	Sell	-3,096	Closed	-$272K	–	2024
2022 Q1	$272K	Buy	3,096 +425	+16%	+$36.9K	﹤0.01%	1790
2021 Q4	$267K	Sell	2,671 -3	-0.1%	-$277	﹤0.01%	1793
2021 Q3	$216K	Buy	+2,674	New	+$231K	﹤0.01%	1830

Other funds holding TW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Tradeweb Markets (TW) stake by 22% in Q3 2023, buying an estimated $71.5K and bringing the position to 5,043 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

JP Morgan Private Wealth Advisors first reported a position in TW in Q3 2021 and has held it in 7 quarters since. 363 funds tracked by Wall St. Rank hold TW as of Q3 2023.

JP Morgan Private Wealth Advisors held 5,043 shares of Tradeweb Markets worth $404K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 897 Tradeweb Markets shares in Q3 2023, an estimated $71.5K.
Tradeweb Markets made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1340 holding.
JP Morgan Private Wealth Advisors first reported a position in Tradeweb Markets in Q3 2021 and has held it in 7 quarters since.
363 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2023.

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