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JP Morgan Private Wealth Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FBT Stock Details FBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$883K Buy
6,032
+115
+2% +$17.5K ﹤0.01% 1021
2023
Q2 		$906K Sell
5,917
-1,621
-22% -$253K ﹤0.01% 795
2023
Q1 		$1.17M Sell
7,538
-5,905
-44% -$927K ﹤0.01% 1103
2022
Q4 		$2.07M Sell
13,443
-1,521
-10% -$224K ﹤0.01% 831
2022
Q3 		$1.98M Buy
14,964
+2,562
+21% +$359K 0.01% 841
2022
Q2 		$1.68M Sell
12,402
-14,922
-55% -$2.06M ﹤0.01% 900
2022
Q1 		$4.08M Sell
27,324
-4,554
-14% -$674K 0.01% 678
2021
Q4 		$5.16M Buy
31,878
+2,082
+7% +$337K 0.01% 601
2021
Q3 		$4.95M Buy
29,796
+3,853
+15% +$658K 0.01% 599
2021
Q2 		$4.48M Buy
25,943
+8,388
+48% +$1.39M 0.01% 627
2021
Q1 		$2.82M Sell
17,555
-855
-5% -$146K 0.01% 656
2020
Q4 		$3.09M Buy
18,410
+6,724
+58% +$1.09M 0.01% 608
2020
Q3 		$1.84M Buy
11,686
+9,483
+430% +$1.55M 0.01% 671
2020
Q2 		$370K Buy
2,203
+210
+11% +$33K ﹤0.01% 1226
2020
Q1 		$261K Buy
1,993
+275
+16% +$39.2K ﹤0.01% 1184
2019
Q4 		$256K Sell
1,718
-400
-19% -$54.9K ﹤0.01% 1302
2019
Q3 		$262K Sell
2,118
-739
-26% -$98.4K ﹤0.01% 1244
2019
Q2 		$402K Buy
2,857
+176
+7% +$24.3K ﹤0.01% 1055
2019
Q1 		$404K Buy
2,681
+100
+4% +$14.4K ﹤0.01% 1101
2018
Q4 		$321K Buy
2,581
+609
+31% +$83.3K ﹤0.01% 1139
2018
Q3 		$312K Buy
+1,972
New +$298K ﹤0.01% 1273

Other funds holding FBT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 1.9% in Q3 2023, buying an estimated $17.5K and bringing the position to 6,032 shares worth $883K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

JP Morgan Private Wealth Advisors first reported a position in FBT in Q3 2018 and has held it in 21 quarters since. The position peaked at $5.16M in Q4 2021. 242 funds tracked by Wall St. Rank hold FBT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 6,032 shares of First Trust NYSE Arca Biotechnology Index Fund worth $883K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 115 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2023, an estimated $17.5K.
  • First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1021 holding.
  • JP Morgan Private Wealth Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2018 and has held it in 21 quarters since.
  • JP Morgan Private Wealth Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $5.16M in Q4 2021.
  • 242 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2023.

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