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JP Morgan Private Wealth Advisors’s Bio-Rad Laboratories Class A BIO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BIO Stock Details BIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.49M Buy
+9,734
New +$3.76M 0.01% 582
2023
Q2 		– Sell
-3,297
Closed -$1.58M – 1524
2023
Q1 		$1.58M Buy
3,297
+58
+2% +$27.2K ﹤0.01% 971
2022
Q4 		$1.36M Buy
3,239
+831
+35% +$335K ﹤0.01% 1004
2022
Q3 		$1M Buy
2,408
+188
+8% +$93.7K ﹤0.01% 1135
2022
Q2 		$1.1M Sell
2,220
-23
-1% -$12K ﹤0.01% 1097
2022
Q1 		$1.26M Sell
2,243
-323
-13% -$195K ﹤0.01% 1099
2021
Q4 		$1.94M Sell
2,566
-126
-5% -$94.3K ﹤0.01% 922
2021
Q3 		$2.01M Buy
2,692
+501
+23% +$375K ﹤0.01% 899
2021
Q2 		$1.41M Buy
2,191
+460
+27% +$280K ﹤0.01% 1026
2021
Q1 		$989K Sell
1,731
-638
-27% -$378K ﹤0.01% 1044
2020
Q4 		$1.38M Sell
2,369
-144
-6% -$82K ﹤0.01% 877
2020
Q3 		$1.29M Sell
2,513
-74
-3% -$37.5K 0.01% 783
2020
Q2 		$1.17M Buy
2,587
+225
+10% +$99.3K 0.01% 756
2020
Q1 		$828K Buy
2,362
+1,138
+93% +$418K ﹤0.01% 770
2019
Q4 		$453K Buy
1,224
+105
+9% +$37K ﹤0.01% 1087
2019
Q3 		$372K Buy
1,119
+141
+14% +$46K ﹤0.01% 1109
2019
Q2 		$306K Sell
978
-2
-0.2% -$599 ﹤0.01% 1141
2019
Q1 		$300K Buy
+980
New +$264K ﹤0.01% 1204
2018
Q4 		– Sell
-665
Closed -$208K – 1459
2018
Q3 		$208K Buy
+665
New +$206K ﹤0.01% 1460
2017
Q3 		– Sell
-1,070
Closed -$242K – 1242
2017
Q2 		$242K Buy
+1,070
New +$233K ﹤0.01% 1087

Other funds holding BIO

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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Bio-Rad Laboratories Class A (BIO) in Q3 2023: 9,734 shares worth $3.49M. The stake represents 0.01% of the portfolio and ranks #582 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in BIO as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in BIO in Q2 2017 and has held it in 20 quarters since. 468 funds tracked by Wall St. Rank hold BIO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 9,734 shares of Bio-Rad Laboratories Class A worth $3.49M as of Q3 2023.
  • Bio-Rad Laboratories Class A was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Bio-Rad Laboratories Class A made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #582 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Bio-Rad Laboratories Class A in Q2 2017 and has held it in 20 quarters since.
  • 468 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q3 2023.

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