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JP Morgan Private Wealth Advisors’s Yelp YELP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-149,886
Closed -$5.43M – 2087
2021
Q4 		$5.43M Buy
149,886
+16,160
+12% +$607K 0.01% 587
2021
Q3 		$4.98M Sell
133,726
-27,169
-17% -$1.03M 0.01% 597
2021
Q2 		$6.43M Buy
160,895
+41,100
+34% +$1.63M 0.02% 519
2021
Q1 		$4.67M Buy
119,795
+86,698
+262% +$3.15M 0.02% 525
2020
Q4 		$1.08M Buy
+33,097
New +$869K ﹤0.01% 978
2014
Q2 		– Sell
-4,353
Closed -$335K – 927
2014
Q1 		$335K Buy
+4,353
New +$368K 0.01% 693

Other funds holding YELP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
TGM
Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

JP Morgan Private Wealth Advisors's YELP Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of Yelp (YELP) in Q1 2022, closing a stake of 149,886 shares — an estimated $5.43M sold.

JP Morgan Private Wealth Advisors first reported a position in YELP in Q1 2014 and held it in 6 quarters. The position peaked at $6.43M in Q2 2021. 243 funds tracked by Wall St. Rank hold YELP as of Q1 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Yelp position as of Q1 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 149,886 Yelp shares in Q1 2022, an estimated $5.43M.
  • JP Morgan Private Wealth Advisors first reported a position in Yelp in Q1 2014 and held it in 6 quarters.
  • JP Morgan Private Wealth Advisors's Yelp position peaked at $6.43M in Q2 2021.
  • 243 funds tracked by Wall St. Rank held Yelp as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.