JMPWA
VLTA

JP Morgan Private Wealth Advisors’s Volta Inc. VLTA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VLTA Stock Details VLTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,574
Closed -$4.11K – 2019
2022
Q4 		$4.11K Buy
+11,574
New +$8.79K ﹤0.01% 1920

Other funds holding VLTA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VLTA Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Volta Inc. (VLTA) in Q1 2023, closing a stake of 11,574 shares — an estimated $4.11K sold.

JP Morgan Private Wealth Advisors first reported a position in VLTA in Q4 2022 and held it in 1 quarter. The position peaked at $4.11K in Q4 2022. 5 funds tracked by Wall St. Rank hold VLTA as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Volta Inc. position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 11,574 Volta Inc. shares in Q1 2023, an estimated $4.11K.
  • JP Morgan Private Wealth Advisors first reported a position in Volta Inc. in Q4 2022 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Volta Inc. position peaked at $4.11K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Volta Inc. as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.