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JP Morgan Private Wealth Advisors’s Zscaler ZS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ZS Stock Details ZS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$4.41M Sell
28,351
-93
-0.3% -$13.9K 0.01% 531
2023
Q2 		$4.16M Buy
28,444
+19,683
+225% +$2.4M 0.02% 371
2023
Q1 		$1.02M Sell
8,761
-20,121
-70% -$2.41M ﹤0.01% 1153
2022
Q4 		$3.23M Sell
28,882
-365
-1% -$49.6K 0.01% 697
2022
Q3 		$4.81M Buy
29,247
+1,095
+4% +$179K 0.01% 568
2022
Q2 		$4.21M Sell
28,152
-275
-1% -$48.6K 0.01% 616
2022
Q1 		$6.86M Sell
28,427
-65
-0.2% -$16K 0.01% 529
2021
Q4 		$9.15M Buy
28,492
+3,778
+15% +$1.19M 0.02% 454
2021
Q3 		$6.48M Buy
24,714
+20,383
+471% +$5.12M 0.02% 531
2021
Q2 		$936K Buy
4,331
+1,738
+67% +$330K ﹤0.01% 1230
2021
Q1 		$445K Sell
2,593
-2,352
-48% -$467K ﹤0.01% 1362
2020
Q4 		$988K Buy
4,945
+439
+10% +$69.8K ﹤0.01% 1015
2020
Q3 		$634K Buy
4,506
+2,198
+95% +$285K ﹤0.01% 1060
2020
Q2 		$253K Buy
+2,308
New +$192K ﹤0.01% 1379
2019
Q3 		– Sell
-222,175
Closed -$17M – 1487
2019
Q2 		$17M Sell
222,175
-221,475
-50% -$15.8M 0.09% 206
2019
Q1 		$31.5M Sell
443,650
-2,113
-0.5% -$112K 0.16% 138
2018
Q4 		$17.5M Buy
445,763
+3,231
+0.7% +$122K 0.11% 190
2018
Q3 		$18M Buy
+442,532
New +$17.9M 0.09% 215

Other funds holding ZS

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Zscaler (ZS) stake by 0.33% in Q3 2023, selling an estimated $13.9K and leaving 28,351 shares worth $4.41M. The position accounts for 0.01% of the portfolio, ranked #531.

JP Morgan Private Wealth Advisors first reported a position in ZS in Q3 2018 and has held it in 18 quarters since. The position peaked at $31.5M in Q1 2019. 622 funds tracked by Wall St. Rank hold ZS as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 28,351 shares of Zscaler worth $4.41M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 93 Zscaler shares in Q3 2023, an estimated $13.9K.
  • Zscaler made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #531 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Zscaler in Q3 2018 and has held it in 18 quarters since.
  • JP Morgan Private Wealth Advisors's Zscaler position peaked at $31.5M in Q1 2019.
  • 622 funds tracked by Wall St. Rank held Zscaler as of Q3 2023.

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