JP Morgan Private Wealth Advisors’s VanEck Biotech ETF BBH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.32M	Buy	8,492 +5,585	+192%	+$892K	﹤0.01%	883
2023 Q2	$454K	Sell	2,907 -2,025	-41%	-$323K	﹤0.01%	1074
2023 Q1	$799K	Sell	4,932 -7,440	-60%	-$1.2M	﹤0.01%	1273
2022 Q4	$1.98M	Sell	12,372 -186	-1%	-$29.5K	﹤0.01%	859
2022 Q3	$1.77M	Buy	12,558 +10,515	+515%	+$1.59M	﹤0.01%	887
2022 Q2	$298K	Sell	2,043 -367	-15%	-$54.7K	﹤0.01%	1647
2022 Q1	$391K	Buy	2,410 +367	+18%	+$59.4K	﹤0.01%	1640
2021 Q4	$387K	Buy	2,043 +88	+5%	+$17K	﹤0.01%	1645
2021 Q3	$395K	Sell	1,955 -30	-2%	-$6.3K	﹤0.01%	1594
2021 Q2	$400K	Buy	+1,985	New	+$370K	﹤0.01%	1563

Other funds holding BBH

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $922M AUM 28.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its VanEck Biotech ETF (BBH) stake by 192% in Q3 2023, buying an estimated $892K and bringing the position to 8,492 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #883.

JP Morgan Private Wealth Advisors first reported a position in BBH in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.98M in Q4 2022. 110 funds tracked by Wall St. Rank hold BBH as of Q3 2023.

JP Morgan Private Wealth Advisors held 8,492 shares of VanEck Biotech ETF worth $1.32M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 5,585 VanEck Biotech ETF shares in Q3 2023, an estimated $892K.
VanEck Biotech ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #883 holding.
JP Morgan Private Wealth Advisors first reported a position in VanEck Biotech ETF in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's VanEck Biotech ETF position peaked at $1.98M in Q4 2022.
110 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q3 2023.

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