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

JP Morgan Private Wealth Advisors’s Portfolio ZG Stock Details ZG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$666K	Buy	14,875 +5,353	+56%	+$269K	﹤0.01%	1125
2023 Q2	$468K	Buy	+9,522	New	+$429K	﹤0.01%	1064
2019 Q2	–	Sell	-8,161	Closed	-$279K	–	1470
2019 Q1	$279K	Hold	8,161	–	–	﹤0.01%	1242
2018 Q4	$257K	Sell	8,161 -1,079	-12%	-$38.1K	﹤0.01%	1240
2018 Q3	$408K	Buy	9,240 +1,154	+14%	+$60.4K	﹤0.01%	1158
2018 Q2	$483K	Sell	8,086 -43	-0.5%	-$2.38K	﹤0.01%	1019
2018 Q1	$439K	Sell	8,129 -67	-0.8%	-$3.23K	﹤0.01%	911
2017 Q4	$334K	Hold	8,196	–	–	﹤0.01%	1012
2017 Q3	$329K	Sell	8,196 -46	-0.6%	-$1.95K	﹤0.01%	991
2017 Q2	$402K	Buy	8,242 +21	+0.3%	+$879	﹤0.01%	908
2017 Q1	$278K	Hold	8,221	–	–	﹤0.01%	1098
2016 Q4	$300K	Buy	+8,221	New	+$288K	﹤0.01%	992
2016 Q3	–	Sell	-7,042	Closed	-$258K	–	1284
2016 Q2	$258K	Buy	+7,042	New	+$200K	﹤0.01%	1046
2015 Q3	–	Sell	-25,716	Closed	-$743K	–	1150
2015 Q2	$743K	Buy	25,716 +900	+4%	+$28.1K	0.01%	574
2015 Q1	$829K	Buy	+24,816	New	+$877K	0.01%	577

Other funds holding ZG

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Zillow (ZG) stake by 56% in Q3 2023, buying an estimated $269K and bringing the position to 14,875 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

JP Morgan Private Wealth Advisors first reported a position in ZG in Q1 2015 and has held it in 15 quarters since. The position peaked at $829K in Q1 2015. 260 funds tracked by Wall St. Rank hold ZG as of Q3 2023.

JP Morgan Private Wealth Advisors held 14,875 shares of Zillow worth $666K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 5,353 Zillow shares in Q3 2023, an estimated $269K.
Zillow made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1125 holding.
JP Morgan Private Wealth Advisors first reported a position in Zillow in Q1 2015 and has held it in 15 quarters since.
JP Morgan Private Wealth Advisors's Zillow position peaked at $829K in Q1 2015.
260 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.