JP Morgan Chase
SBIO icon

JP Morgan Chase’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

JP Morgan Chase’s Portfolio SBIO Stock Details SBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-599
Closed -$29K – 6750
2021
Q2 		$29K Buy
599
+90
+18% +$4.31K ﹤0.01% 5869
2021
Q1 		$26K Buy
+509
New +$28.2K ﹤0.01% 5662
2018
Q3 		– Sell
-5
Closed – – 5798
2018
Q2 		$0 Buy
+5
New +$181 ﹤0.01% 5676
2015
Q4 		– Sell
-7,910
Closed -$220K – 4795
2015
Q3 		$220K Buy
+7,910
New +$276K ﹤0.01% 3660

Other funds holding SBIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase's SBIO Position: Q3 2021 in Review

JP Morgan Chase sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q3 2021, closing a stake of 599 shares — an estimated $29K sold.

JP Morgan Chase first reported a position in SBIO in Q3 2015 and held it in 4 quarters. The position peaked at $220K in Q3 2015. 60 funds tracked by Wall St. Rank hold SBIO as of Q3 2021.

  • JP Morgan Chase reported no remaining ALPS Medical Breakthroughs ETF position as of Q3 2021 after selling out during the quarter.
  • JP Morgan Chase sold 599 ALPS Medical Breakthroughs ETF shares in Q3 2021, an estimated $29K.
  • JP Morgan Chase first reported a position in ALPS Medical Breakthroughs ETF in Q3 2015 and held it in 4 quarters.
  • JP Morgan Chase's ALPS Medical Breakthroughs ETF position peaked at $220K in Q3 2015.
  • 60 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q3 2021.

Based on JP Morgan Chase's 13F filing for Q3 2021, filed 12 Nov 2021.