JMPWA
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JP Morgan Private Wealth Advisors’s ZipRecruiter ZIP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ZIP Stock Details ZIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-21,073
Closed -$336K – 1937
2023
Q1 		$336K Buy
21,073
+59
+0.3% +$1.07K ﹤0.01% 1635
2022
Q4 		$345K Buy
+21,014
New +$349K ﹤0.01% 1609

Other funds holding ZIP

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
IVMX
Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ZIP Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of ZipRecruiter (ZIP) in Q2 2023, closing a stake of 21,073 shares — an estimated $336K sold.

JP Morgan Private Wealth Advisors first reported a position in ZIP in Q4 2022 and held it in 2 quarters. The position peaked at $345K in Q4 2022. 130 funds tracked by Wall St. Rank hold ZIP as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining ZipRecruiter position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 21,073 ZipRecruiter shares in Q2 2023, an estimated $336K.
  • JP Morgan Private Wealth Advisors first reported a position in ZipRecruiter in Q4 2022 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's ZipRecruiter position peaked at $345K in Q4 2022.
  • 130 funds tracked by Wall St. Rank held ZipRecruiter as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.