JP Morgan Private Wealth Advisors’s Equillium EQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-10,000	Closed	-$59K	–	1947
2021 Q2	$59K	Hold	10,000	–	–	﹤0.01%	1878
2021 Q1	$72K	Buy	+10,000	New	+$71.7K	﹤0.01%	1728

Other funds holding EQ

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

DCF Advisers Greenwich, Connecticut $375M AUM 72.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EQ Position: Q3 2021 in Review

JP Morgan Private Wealth Advisors sold out of Equillium (EQ) in Q3 2021, closing a stake of 10,000 shares — an estimated $59K sold.

JP Morgan Private Wealth Advisors first reported a position in EQ in Q1 2021 and held it in 2 quarters. The position peaked at $72K in Q1 2021. 22 funds tracked by Wall St. Rank hold EQ as of Q3 2021.

JP Morgan Private Wealth Advisors reported no remaining Equillium position as of Q3 2021 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,000 Equillium shares in Q3 2021, an estimated $59K.
JP Morgan Private Wealth Advisors first reported a position in Equillium in Q1 2021 and held it in 2 quarters.
JP Morgan Private Wealth Advisors's Equillium position peaked at $72K in Q1 2021.
22 funds tracked by Wall St. Rank held Equillium as of Q3 2021.

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