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JP Morgan Private Wealth Advisors’s Upwork UPWK Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio UPWK Stock Details UPWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-8,393
Closed -$378K – 2044
2021
Q3 		$378K Buy
8,393
+3,610
+75% +$176K ﹤0.01% 1616
2021
Q2 		$279K Buy
+4,783
New +$225K ﹤0.01% 1696
2020
Q1 		– Sell
-24,429
Closed -$261K – 1540
2019
Q4 		$261K Buy
+24,429
New +$308K ﹤0.01% 1294

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

JP Morgan Private Wealth Advisors's UPWK Position: Q4 2021 in Review

JP Morgan Private Wealth Advisors sold out of Upwork (UPWK) in Q4 2021, closing a stake of 8,393 shares — an estimated $378K sold.

JP Morgan Private Wealth Advisors first reported a position in UPWK in Q4 2019 and held it in 3 quarters. The position peaked at $378K in Q3 2021. 270 funds tracked by Wall St. Rank hold UPWK as of Q4 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Upwork position as of Q4 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 8,393 Upwork shares in Q4 2021, an estimated $378K.
  • JP Morgan Private Wealth Advisors first reported a position in Upwork in Q4 2019 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's Upwork position peaked at $378K in Q3 2021.
  • 270 funds tracked by Wall St. Rank held Upwork as of Q4 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.