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JP Morgan Private Wealth Advisors’s Establishment Labs ESTA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ESTA Stock Details ESTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$304K Buy
6,200
+1,389
+29% +$83K ﹤0.01% 1471
2023
Q2 		$330K Buy
4,811
+1,304
+37% +$90.1K ﹤0.01% 1205
2023
Q1 		$238K Buy
+3,507
New +$240K ﹤0.01% 1762

Other funds holding ESTA

JAM
JW Asset Management Miami Beach, Florida $320M AUM 140.1% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NIP
Nicholas Investment Partners Rancho Santa Fe, California $1.39B AUM 97.11% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
ITP
Iron Triangle Partners Cos Cob, Connecticut $875M AUM 49.85% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Establishment Labs (ESTA) stake by 29% in Q3 2023, buying an estimated $83K and bringing the position to 6,200 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

JP Morgan Private Wealth Advisors first reported a position in ESTA in Q1 2023 and has held it in 3 quarters since. The position peaked at $330K in Q2 2023. 105 funds tracked by Wall St. Rank hold ESTA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 6,200 shares of Establishment Labs worth $304K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 1,389 Establishment Labs shares in Q3 2023, an estimated $83K.
  • Establishment Labs made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1471 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Establishment Labs in Q1 2023 and has held it in 3 quarters since.
  • JP Morgan Private Wealth Advisors's Establishment Labs position peaked at $330K in Q2 2023.
  • 105 funds tracked by Wall St. Rank held Establishment Labs as of Q3 2023.

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