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JP Morgan Private Wealth Advisors’s Zillow Z Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$558K Buy
12,095
+455
+4% +$23.4K ﹤0.01% 1208
2023
Q2 		$585K Buy
11,640
+1
+0% +$46 ﹤0.01% 971
2023
Q1 		$518K Sell
11,639
-76
-0.6% -$3.23K ﹤0.01% 1467
2022
Q4 		$377K Sell
11,715
-507
-4% -$16.8K ﹤0.01% 1570
2022
Q3 		$350K Sell
12,222
-268
-2% -$9.3K ﹤0.01% 1595
2022
Q2 		$397K Sell
12,490
-100
-0.8% -$4.02K ﹤0.01% 1541
2022
Q1 		$621K Sell
12,590
-9,289
-42% -$499K ﹤0.01% 1441
2021
Q4 		$1.4M Sell
21,879
-18,287
-46% -$1.32M ﹤0.01% 1081
2021
Q3 		$3.54M Sell
40,166
-83,857
-68% -$8.48M 0.01% 686
2021
Q2 		$15.2M Buy
124,023
+36,350
+41% +$4.42M 0.04% 355
2021
Q1 		$11.4M Sell
87,673
-17,983
-17% -$2.67M 0.04% 353
2020
Q4 		$13.7M Buy
105,656
+65,047
+160% +$7.19M 0.04% 324
2020
Q3 		$4.13M Buy
+40,609
New +$3.17M 0.02% 472
2019
Q2 		– Sell
-16,257
Closed -$565K – 1469
2019
Q1 		$565K Buy
16,257
+85
+0.5% +$3.03K ﹤0.01% 981
2018
Q4 		$511K Sell
16,172
-2,308
-12% -$82K ﹤0.01% 959
2018
Q3 		$818K Buy
18,480
+2,308
+14% +$120K ﹤0.01% 897
2018
Q2 		$955K Hold
16,172
– – 0.01% 792
2018
Q1 		$870K Sell
16,172
-1,728
-10% -$83.3K 0.01% 684
2017
Q4 		$733K Buy
17,900
+1,508
+9% +$62K ﹤0.01% 743
2017
Q3 		$659K Hold
16,392
– – ﹤0.01% 752
2017
Q2 		$803K Sell
16,392
-50
-0.3% -$2.1K 0.01% 672
2017
Q1 		$554K Hold
16,442
– – ﹤0.01% 810
2016
Q4 		$600K Buy
+16,442
New +$579K 0.01% 742
2016
Q3 		– Sell
-14,084
Closed -$511K – 1283
2016
Q2 		$511K Hold
14,084
– – 0.01% 771
2016
Q1 		$334K Hold
14,084
– – ﹤0.01% 909
2015
Q4 		$331K Buy
+14,084
New +$372K ﹤0.01% 827

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Zillow (Z) stake by 3.9% in Q3 2023, buying an estimated $23.4K and bringing the position to 12,095 shares worth $558K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

JP Morgan Private Wealth Advisors first reported a position in Z in Q4 2015 and has held it in 26 quarters since. The position peaked at $15.2M in Q2 2021. 407 funds tracked by Wall St. Rank hold Z as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 12,095 shares of Zillow worth $558K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 455 Zillow shares in Q3 2023, an estimated $23.4K.
  • Zillow made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1208 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Zillow in Q4 2015 and has held it in 26 quarters since.
  • JP Morgan Private Wealth Advisors's Zillow position peaked at $15.2M in Q2 2021.
  • 407 funds tracked by Wall St. Rank held Zillow as of Q3 2023.

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