JP Morgan Private Wealth Advisors’s Zoom ZM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$744K	Sell	10,633 -1,001	-9%	-$69.5K	﹤0.01%	1089
2023 Q2	$790K	Sell	11,634 -3,041	-21%	-$203K	﹤0.01%	853
2023 Q1	$1.08M	Sell	14,675 -2,809	-16%	-$202K	﹤0.01%	1128
2022 Q4	$1.18M	Sell	17,484 -12,234	-41%	-$929K	﹤0.01%	1069
2022 Q3	$2.19M	Sell	29,718 -16,602	-36%	-$1.58M	0.01%	810
2022 Q2	$5M	Buy	46,320 +19,268	+71%	+$2.03M	0.01%	565
2022 Q1	$3.17M	Buy	27,052 +7,498	+38%	+$1.02M	0.01%	749
2021 Q4	$3.6M	Buy	19,554 +9,121	+87%	+$2.14M	0.01%	712
2021 Q3	$2.73M	Buy	10,433 +2,550	+32%	+$860K	0.01%	775
2021 Q2	$3.05M	Sell	7,883 -8,045	-51%	-$2.68M	0.01%	724
2021 Q1	$5.12M	Sell	15,928 -4,836	-23%	-$1.78M	0.02%	503
2020 Q4	$7M	Sell	20,764 -1,361	-6%	-$607K	0.02%	409
2020 Q3	$10.4M	Buy	22,125 +4,267	+24%	+$1.36M	0.04%	322
2020 Q2	$4.53M	Sell	17,858 -8,464	-32%	-$1.52M	0.02%	386
2020 Q1	$3.85M	Buy	+26,322	New	+$2.6M	0.02%	403

Other funds holding ZM

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors reduced its Zoom (ZM) stake by 8.6% in Q3 2023, selling an estimated $69.5K and leaving 10,633 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

JP Morgan Private Wealth Advisors first reported a position in ZM in Q1 2020 and has held it in 15 quarters since. The position peaked at $10.4M in Q3 2020. 645 funds tracked by Wall St. Rank hold ZM as of Q3 2023.

JP Morgan Private Wealth Advisors held 10,633 shares of Zoom worth $744K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,001 Zoom shares in Q3 2023, an estimated $69.5K.
Zoom made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1089 holding.
JP Morgan Private Wealth Advisors first reported a position in Zoom in Q1 2020 and has held it in 15 quarters since.
JP Morgan Private Wealth Advisors's Zoom position peaked at $10.4M in Q3 2020.
645 funds tracked by Wall St. Rank held Zoom as of Q3 2023.

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