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JP Morgan Private Wealth Advisors’s Urban Outfitters URBN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio URBN Stock Details URBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$526K Sell
16,093
-1,970
-11% -$67.4K ﹤0.01% 1231
2023
Q2 		$598K Sell
18,063
-26,387
-59% -$770K ﹤0.01% 960
2023
Q1 		$1.23M Sell
44,450
-20,722
-32% -$558K ﹤0.01% 1072
2022
Q4 		$1.55M Sell
65,172
-4,589
-7% -$114K ﹤0.01% 940
2022
Q3 		$1.37M Buy
69,761
+7,529
+12% +$158K ﹤0.01% 995
2022
Q2 		$1.16M Buy
62,232
+3,713
+6% +$84.2K ﹤0.01% 1063
2022
Q1 		$1.47M Buy
58,519
+1,316
+2% +$36K ﹤0.01% 1033
2021
Q4 		$1.68M Sell
57,203
-571
-1% -$18.1K ﹤0.01% 984
2021
Q3 		$1.72M Buy
57,774
+2,021
+4% +$72.3K ﹤0.01% 957
2021
Q2 		$2.3M Sell
55,753
-5,799
-9% -$219K 0.01% 817
2021
Q1 		$2.29M Buy
61,552
+2,084
+4% +$67.4K 0.01% 726
2020
Q4 		$1.52M Buy
59,468
+3,450
+6% +$88.9K ﹤0.01% 847
2020
Q3 		$1.17M Sell
56,018
-4,229
-7% -$82.9K ﹤0.01% 831
2020
Q2 		$917K Buy
60,247
+42,155
+233% +$722K ﹤0.01% 841
2020
Q1 		$258K Buy
18,092
+7,672
+74% +$178K ﹤0.01% 1190
2019
Q4 		$289K Sell
10,420
-94
-0.9% -$2.61K ﹤0.01% 1256
2019
Q3 		$295K Buy
+10,514
New +$245K ﹤0.01% 1202
2019
Q1 		– Sell
-8,061
Closed -$268K – 1514
2018
Q4 		$268K Buy
8,061
+2,547
+46% +$95.2K ﹤0.01% 1219
2018
Q3 		$225K Buy
+5,514
New +$248K ﹤0.01% 1430

Other funds holding URBN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Urban Outfitters (URBN) stake by 11% in Q3 2023, selling an estimated $67.4K and leaving 16,093 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

JP Morgan Private Wealth Advisors first reported a position in URBN in Q3 2018 and has held it in 19 quarters since. The position peaked at $2.3M in Q2 2021. 284 funds tracked by Wall St. Rank hold URBN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 16,093 shares of Urban Outfitters worth $526K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,970 Urban Outfitters shares in Q3 2023, an estimated $67.4K.
  • Urban Outfitters made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1231 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Urban Outfitters in Q3 2018 and has held it in 19 quarters since.
  • JP Morgan Private Wealth Advisors's Urban Outfitters position peaked at $2.3M in Q2 2021.
  • 284 funds tracked by Wall St. Rank held Urban Outfitters as of Q3 2023.

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