JMPWA
EXAS

JP Morgan Private Wealth Advisors’s Exact Sciences EXAS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EXAS Stock Details EXAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$757K Buy
+11,097
New +$942K ﹤0.01% 1081
2023
Q2 		– Sell
-19,960
Closed -$1.35M – 1620
2023
Q1 		$1.35M Buy
19,960
+273
+1% +$17.5K ﹤0.01% 1032
2022
Q4 		$975K Sell
19,687
-9,887
-33% -$404K ﹤0.01% 1160
2022
Q3 		$961K Buy
29,574
+3,452
+13% +$142K ﹤0.01% 1154
2022
Q2 		$1.03M Sell
26,122
-4,193
-14% -$224K ﹤0.01% 1138
2022
Q1 		$2.12M Sell
30,315
-19,790
-39% -$1.45M ﹤0.01% 880
2021
Q4 		$3.9M Buy
50,105
+3,725
+8% +$329K 0.01% 680
2021
Q3 		$4.43M Buy
46,380
+3,651
+9% +$385K 0.01% 621
2021
Q2 		$5.31M Buy
42,729
+18,263
+75% +$2.18M 0.01% 578
2021
Q1 		$3.22M Sell
24,466
-73,717
-75% -$10.1M 0.01% 616
2020
Q4 		$13M Buy
98,183
+31,216
+47% +$3.78M 0.04% 328
2020
Q3 		$6.83M Buy
66,967
+56,780
+557% +$4.9M 0.03% 384
2020
Q2 		$886K Buy
10,187
+4,245
+71% +$339K ﹤0.01% 856
2020
Q1 		$345K Sell
5,942
-3,223
-35% -$262K ﹤0.01% 1081
2019
Q4 		$848K Sell
9,165
-668
-7% -$58.7K ﹤0.01% 864
2019
Q3 		$889K Buy
9,833
+3,982
+68% +$454K ﹤0.01% 799
2019
Q2 		$691K Buy
5,851
+946
+19% +$95.3K ﹤0.01% 873
2019
Q1 		$425K Buy
+4,905
New +$418K ﹤0.01% 1086
2018
Q4 		– Sell
-2,582
Closed -$204K – 1497
2018
Q3 		$204K Buy
+2,582
New +$168K ﹤0.01% 1475

Other funds holding EXAS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Exact Sciences (EXAS) in Q3 2023: 11,097 shares worth $757K. The stake represents ﹤0.01% of the portfolio and ranks #1081 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in EXAS as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in EXAS in Q3 2018 and has held it in 19 quarters since. The position peaked at $13M in Q4 2020. 625 funds tracked by Wall St. Rank hold EXAS as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 11,097 shares of Exact Sciences worth $757K as of Q3 2023.
  • Exact Sciences was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Exact Sciences made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1081 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Exact Sciences in Q3 2018 and has held it in 19 quarters since.
  • JP Morgan Private Wealth Advisors's Exact Sciences position peaked at $13M in Q4 2020.
  • 625 funds tracked by Wall St. Rank held Exact Sciences as of Q3 2023.

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