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JP Morgan Private Wealth Advisors’s Ziff Davis ZD Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$426K Sell
6,685
-194
-3% -$13.3K ﹤0.01% 1310
2023
Q2 		$482K Sell
6,879
-1,138
-14% -$77.9K ﹤0.01% 1044
2023
Q1 		$626K Sell
8,017
-392
-5% -$32.1K ﹤0.01% 1376
2022
Q4 		$665K Sell
8,409
-1,418
-14% -$114K ﹤0.01% 1337
2022
Q3 		$673K Sell
9,827
-511
-5% -$40.2K ﹤0.01% 1332
2022
Q2 		$771K Sell
10,338
-576
-5% -$47.7K ﹤0.01% 1263
2022
Q1 		$1.06M Sell
10,914
-3,623
-25% -$371K ﹤0.01% 1202
2021
Q4 		$1.61M Buy
+14,537
New +$1.72M ﹤0.01% 1005
2021
Q3 		– Sell
-16,558
Closed -$1.98M – 1988
2021
Q2 		$1.98M Sell
16,558
-1,893
-10% -$208K 0.01% 885
2021
Q1 		$1.92M Sell
18,451
-1,469
-7% -$138K 0.01% 786
2020
Q4 		$1.69M Sell
19,920
-4,811
-19% -$348K 0.01% 804
2020
Q3 		$1.49M Buy
24,731
+10,799
+78% +$612K 0.01% 737
2020
Q2 		$766K Buy
13,932
+1,096
+9% +$71.6K ﹤0.01% 908
2020
Q1 		$836K Buy
12,836
+2,009
+19% +$157K ﹤0.01% 767
2019
Q4 		$882K Buy
10,827
+384
+4% +$31.7K ﹤0.01% 847
2019
Q3 		$825K Buy
10,443
+3,743
+56% +$284K ﹤0.01% 828
2019
Q2 		$518K Sell
6,700
-545
-8% -$41.2K ﹤0.01% 970
2019
Q1 		$546K Sell
7,245
-67
-0.9% -$4.63K ﹤0.01% 996
2018
Q4 		$441K Buy
7,312
+54
+0.7% +$3.41K ﹤0.01% 1014
2018
Q3 		$523K Buy
7,258
+459
+7% +$33.6K ﹤0.01% 1058
2018
Q2 		$512K Buy
6,799
+1,566
+30% +$115K ﹤0.01% 1003
2018
Q1 		$360K Buy
5,233
+402
+8% +$27.2K ﹤0.01% 982
2017
Q4 		$315K Buy
4,831
+32
+0.7% +$2.08K ﹤0.01% 1041
2017
Q3 		$309K Buy
4,799
+1,519
+46% +$103K ﹤0.01% 1011
2017
Q2 		$242K Buy
3,280
+191
+6% +$14.3K ﹤0.01% 1088
2017
Q1 		$225K Buy
+3,089
New +$226K ﹤0.01% 1198

Other funds holding ZD

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Ziff Davis (ZD) stake by 2.8% in Q3 2023, selling an estimated $13.3K and leaving 6,685 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

JP Morgan Private Wealth Advisors first reported a position in ZD in Q1 2017 and has held it in 26 quarters since. The position peaked at $1.98M in Q2 2021. 253 funds tracked by Wall St. Rank hold ZD as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 6,685 shares of Ziff Davis worth $426K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 194 Ziff Davis shares in Q3 2023, an estimated $13.3K.
  • Ziff Davis made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1310 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Ziff Davis in Q1 2017 and has held it in 26 quarters since.
  • JP Morgan Private Wealth Advisors's Ziff Davis position peaked at $1.98M in Q2 2021.
  • 253 funds tracked by Wall St. Rank held Ziff Davis as of Q3 2023.

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