JP Morgan Private Wealth Advisors’s Ginkgo Bioworks DNA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-318	Closed	-$21.5K	–	1955
2022 Q4	$21.5K	Buy	+318	New	+$29.2K	﹤0.01%	1914
2022 Q3	–	Sell	-7,215	Closed	-$687K	–	1934
2022 Q2	$687K	Buy	7,215 +5,816	+416%	+$709K	﹤0.01%	1319
2022 Q1	$226K	Buy	1,399 +50	+4%	+$9.73K	﹤0.01%	1865
2021 Q4	$448K	Hold	1,349	–	–	﹤0.01%	1593
2021 Q3	$625K	Buy	+1,349	New	+$657K	﹤0.01%	1411

Other funds holding DNA

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

ACG

Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $7.75B AUM 33.73% 1-Year Est. Return

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DNA Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Ginkgo Bioworks (DNA) in Q1 2023, closing a stake of 318 shares — an estimated $21.5K sold.

JP Morgan Private Wealth Advisors first reported a position in DNA in Q3 2021 and held it in 5 quarters. The position peaked at $687K in Q2 2022. 313 funds tracked by Wall St. Rank hold DNA as of Q1 2023.

JP Morgan Private Wealth Advisors reported no remaining Ginkgo Bioworks position as of Q1 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 318 Ginkgo Bioworks shares in Q1 2023, an estimated $21.5K.
JP Morgan Private Wealth Advisors first reported a position in Ginkgo Bioworks in Q3 2021 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's Ginkgo Bioworks position peaked at $687K in Q2 2022.
313 funds tracked by Wall St. Rank held Ginkgo Bioworks as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.