JP Morgan Private Wealth Advisors’s CRISPR Therapeutics CRSP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$306K	Buy	6,751 +100	+2%	+$5.17K	﹤0.01%	1467
2023 Q2	$373K	Sell	6,651 -781	-11%	-$44.3K	﹤0.01%	1151
2023 Q1	$336K	Buy	+7,432	New	+$361K	﹤0.01%	1634
2022 Q4	–	Sell	-4,983	Closed	-$326K	–	1938
2022 Q3	$326K	Sell	4,983 -746	-13%	-$54.1K	﹤0.01%	1621
2022 Q2	$348K	Sell	5,729 -1,750	-23%	-$103K	﹤0.01%	1586
2022 Q1	$469K	Sell	7,479 -308	-4%	-$19.3K	﹤0.01%	1569
2021 Q4	$590K	Sell	7,787 -12,714	-62%	-$1.11M	﹤0.01%	1485
2021 Q3	$2.29M	Sell	20,501 -101,090	-83%	-$12.7M	0.01%	841
2021 Q2	$19.7M	Buy	121,591 +116,360	+2,224%	+$14.2M	0.05%	306
2021 Q1	$637K	Sell	5,231 -56,985	-92%	-$8.6M	﹤0.01%	1228
2020 Q4	$9.53M	Buy	62,216 +51,778	+496%	+$6.12M	0.03%	366
2020 Q3	$873K	Buy	10,438 +7,090	+212%	+$629K	﹤0.01%	937
2020 Q2	$246K	Buy	+3,348	New	+$196K	﹤0.01%	1387
2020 Q1	–	Sell	-4,823	Closed	-$294K	–	1437
2019 Q4	$294K	Buy	+4,823	New	+$263K	﹤0.01%	1249

Other funds holding CRSP

AIM

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

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

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

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors increased its CRISPR Therapeutics (CRSP) stake by 1.5% in Q3 2023, buying an estimated $5.17K and bringing the position to 6,751 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

JP Morgan Private Wealth Advisors first reported a position in CRSP in Q4 2019 and has held it in 14 quarters since. The position peaked at $19.7M in Q2 2021. 406 funds tracked by Wall St. Rank hold CRSP as of Q3 2023.

JP Morgan Private Wealth Advisors held 6,751 shares of CRISPR Therapeutics worth $306K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 100 CRISPR Therapeutics shares in Q3 2023, an estimated $5.17K.
CRISPR Therapeutics made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1467 holding.
JP Morgan Private Wealth Advisors first reported a position in CRISPR Therapeutics in Q4 2019 and has held it in 14 quarters since.
JP Morgan Private Wealth Advisors's CRISPR Therapeutics position peaked at $19.7M in Q2 2021.
406 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q3 2023.

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