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JP Morgan Private Wealth Advisors’s UFP Technologies UFPT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,635
Closed -$913K – 2005
2022
Q3 		$913K Sell
10,635
-125
-1% -$10.9K ﹤0.01% 1182
2022
Q2 		$856K Sell
10,760
-940
-8% -$69.1K ﹤0.01% 1217
2022
Q1 		$774K Hold
11,700
– – ﹤0.01% 1329
2021
Q4 		$822K Buy
+11,700
New +$775K ﹤0.01% 1337

Other funds holding UFPT

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Private Wealth Advisors's UFPT Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of UFP Technologies (UFPT) in Q4 2022, closing a stake of 10,635 shares — an estimated $913K sold.

JP Morgan Private Wealth Advisors first reported a position in UFPT in Q4 2021 and held it in 4 quarters. The position peaked at $913K in Q3 2022. 155 funds tracked by Wall St. Rank hold UFPT as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining UFP Technologies position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,635 UFP Technologies shares in Q4 2022, an estimated $913K.
  • JP Morgan Private Wealth Advisors first reported a position in UFP Technologies in Q4 2021 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's UFP Technologies position peaked at $913K in Q3 2022.
  • 155 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.