JP Morgan Private Wealth Advisors’s Unity U Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.03M	Sell	32,942 -1,815	-5%	-$69.9K	﹤0.01%	959
2023 Q2	$1.51M	Sell	34,757 -478	-1%	-$15.3K	0.01%	654
2023 Q1	$1.14M	Sell	35,235 -3,670	-9%	-$118K	﹤0.01%	1109
2022 Q4	$1.11M	Buy	38,905 +10,203	+36%	+$320K	﹤0.01%	1095
2022 Q3	$914K	Buy	28,702 +3,760	+15%	+$155K	﹤0.01%	1181
2022 Q2	$918K	Buy	24,942 +6,024	+32%	+$342K	﹤0.01%	1182
2022 Q1	$1.88M	Buy	18,918 +298	+2%	+$30.9K	﹤0.01%	926
2021 Q4	$2.66M	Buy	18,620 +9,348	+101%	+$1.43M	0.01%	805
2021 Q3	$1.17M	Buy	9,272 +90	+1%	+$10.7K	﹤0.01%	1147
2021 Q2	$1.01M	Buy	9,182 +1,231	+15%	+$121K	﹤0.01%	1199
2021 Q1	$798K	Buy	+7,951	New	+$979K	﹤0.01%	1139

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

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

Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

SXM

SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

JP Morgan Private Wealth Advisors reduced its Unity (U) stake by 5.2% in Q3 2023, selling an estimated $69.9K and leaving 32,942 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #959.

JP Morgan Private Wealth Advisors first reported a position in U in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.66M in Q4 2021. 500 funds tracked by Wall St. Rank hold U as of Q3 2023.

JP Morgan Private Wealth Advisors held 32,942 shares of Unity worth $1.03M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,815 Unity shares in Q3 2023, an estimated $69.9K.
Unity made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #959 holding.
JP Morgan Private Wealth Advisors first reported a position in Unity in Q1 2021 and has held it in 11 quarters since.
JP Morgan Private Wealth Advisors's Unity position peaked at $2.66M in Q4 2021.
500 funds tracked by Wall St. Rank held Unity as of Q3 2023.

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