JP Morgan Private Wealth Advisors’s Amicus Therapeutics FOLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$150K	Hold	12,358	–	–	﹤0.01%	1660
2023 Q2	$155K	Buy	12,358 +1,084	+10%	+$12.9K	﹤0.01%	1416
2023 Q1	$125K	Buy	+11,274	New	+$139K	﹤0.01%	1888
2022 Q4	–	Sell	-10,278	Closed	-$107K	–	1948
2022 Q3	$107K	Sell	10,278 -50,772	-83%	-$566K	﹤0.01%	1877
2022 Q2	$656K	Buy	61,050 +49,552	+431%	+$408K	﹤0.01%	1336
2022 Q1	$109K	Sell	11,498 -3,042	-21%	-$28.5K	﹤0.01%	1945
2021 Q4	$168K	Sell	14,540 -10,038	-41%	-$112K	﹤0.01%	1926
2021 Q3	$235K	Buy	24,578 +10,067	+69%	+$103K	﹤0.01%	1787
2021 Q2	$140K	Buy	14,511 +3,020	+26%	+$29.5K	﹤0.01%	1858
2021 Q1	$114K	Sell	11,491 -990	-8%	-$15.3K	﹤0.01%	1719
2020 Q4	$288K	Buy	+12,481	New	+$255K	﹤0.01%	1511

Other funds holding FOLD

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

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

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

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAI

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its Amicus Therapeutics (FOLD) position steady in Q3 2023 at 12,358 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

JP Morgan Private Wealth Advisors first reported a position in FOLD in Q4 2020 and has held it in 11 quarters since. The position peaked at $656K in Q2 2022. 228 funds tracked by Wall St. Rank hold FOLD as of Q3 2023.

JP Morgan Private Wealth Advisors held 12,358 shares of Amicus Therapeutics worth $150K as of Q3 2023.
JP Morgan Private Wealth Advisors left its Amicus Therapeutics share count unchanged in Q3 2023.
Amicus Therapeutics made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1660 holding.
JP Morgan Private Wealth Advisors first reported a position in Amicus Therapeutics in Q4 2020 and has held it in 11 quarters since.
JP Morgan Private Wealth Advisors's Amicus Therapeutics position peaked at $656K in Q2 2022.
228 funds tracked by Wall St. Rank held Amicus Therapeutics as of Q3 2023.

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