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JP Morgan Private Wealth Advisors’s Uber UBER Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$69.4M Buy
1,509,335
+95,316
+7% +$4.35M 0.2% 119
2023
Q2 		$61M Sell
1,414,019
-175,854
-11% -$6.54M 0.32% 73
2023
Q1 		$50.4M Sell
1,589,873
-162,445
-9% -$5.15M 0.11% 192
2022
Q4 		$43.3M Sell
1,752,318
-312,969
-15% -$8.56M 0.1% 196
2022
Q3 		$54.7M Buy
2,065,287
+70,659
+4% +$1.95M 0.14% 156
2022
Q2 		$40.8M Buy
1,994,628
+633,993
+47% +$16.8M 0.1% 197
2022
Q1 		$48.5M Sell
1,360,635
-1,214,706
-47% -$43.7M 0.11% 196
2021
Q4 		$108M Buy
2,575,341
+214,428
+9% +$9.24M 0.23% 99
2021
Q3 		$106M Buy
2,360,913
+1,480,935
+168% +$64.7M 0.26% 92
2021
Q2 		$44.1M Buy
879,978
+189,423
+27% +$9.89M 0.11% 191
2021
Q1 		$37.6M Sell
690,555
-434,363
-39% -$24.2M 0.12% 176
2020
Q4 		$57.4M Sell
1,124,918
-32,191
-3% -$1.44M 0.19% 128
2020
Q3 		$42.2M Sell
1,157,109
-20,963
-2% -$692K 0.16% 131
2020
Q2 		$36.6M Buy
1,178,072
+992,381
+534% +$30.9M 0.17% 134
2020
Q1 		$5.18M Buy
185,691
+61,726
+50% +$2.03M 0.03% 350
2019
Q4 		$3.69M Buy
123,965
+106,758
+620% +$3.17M 0.02% 488
2019
Q3 		$524K Buy
17,207
+7,785
+83% +$293K ﹤0.01% 986
2019
Q2 		$437K Buy
+9,422
New +$400K ﹤0.01% 1034

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Uber (UBER) stake by 6.7% in Q3 2023, buying an estimated $4.35M and bringing the position to 1,509,335 shares worth $69.4M. The position accounts for 0.2% of the portfolio, ranked #119.

JP Morgan Private Wealth Advisors first reported a position in UBER in Q2 2019 and has held it in 18 quarters since. The position peaked at $108M in Q4 2021. 1,371 funds tracked by Wall St. Rank hold UBER as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 1,509,335 shares of Uber worth $69.4M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 95,316 Uber shares in Q3 2023, an estimated $4.35M.
  • Uber made up 0.2% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #119 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Uber in Q2 2019 and has held it in 18 quarters since.
  • JP Morgan Private Wealth Advisors's Uber position peaked at $108M in Q4 2021.
  • 1,371 funds tracked by Wall St. Rank held Uber as of Q3 2023.

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