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JP Morgan Private Wealth Advisors’s Harvard Bioscience HBIO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio HBIO Stock Details HBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-7,924
Closed -$203K – 1958
2022
Q3 		$203K Hold
7,924
– – ﹤0.01% 1806
2022
Q2 		$285K Hold
7,924
– – ﹤0.01% 1676
2022
Q1 		$492K Sell
7,924
-400
-5% -$23.7K ﹤0.01% 1540
2021
Q4 		$587K Hold
8,324
– – ﹤0.01% 1487
2021
Q3 		$581K Sell
8,324
-665
-7% -$52.9K ﹤0.01% 1439
2021
Q2 		$749K Hold
8,989
– – ﹤0.01% 1327
2021
Q1 		$491K Sell
8,989
-2,297
-20% -$112K ﹤0.01% 1320
2020
Q4 		$484K Hold
11,286
– – ﹤0.01% 1303
2020
Q3 		$340K Sell
11,286
-238
-2% -$8K ﹤0.01% 1307
2020
Q2 		$357K Hold
11,524
– – ﹤0.01% 1238
2020
Q1 		$255K Hold
11,524
– – ﹤0.01% 1192
2019
Q4 		$351K Hold
11,524
– – ﹤0.01% 1171
2019
Q3 		$354K Hold
11,524
– – ﹤0.01% 1125
2019
Q2 		$230K Hold
11,524
– – ﹤0.01% 1250
2019
Q1 		$497K Sell
11,524
-300
-3% -$10.9K ﹤0.01% 1039
2018
Q4 		$376K Sell
11,824
-4,769
-29% -$188K ﹤0.01% 1070
2018
Q3 		$871K Buy
16,593
+300
+2% +$16.8K ﹤0.01% 869
2018
Q2 		$872K Buy
+16,293
New +$835K ﹤0.01% 818

Other funds holding HBIO

2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HBIO Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Harvard Bioscience (HBIO) in Q4 2022, closing a stake of 7,924 shares — an estimated $203K sold.

JP Morgan Private Wealth Advisors first reported a position in HBIO in Q2 2018 and held it in 18 quarters. The position peaked at $872K in Q2 2018. 68 funds tracked by Wall St. Rank hold HBIO as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Harvard Bioscience position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 7,924 Harvard Bioscience shares in Q4 2022, an estimated $203K.
  • JP Morgan Private Wealth Advisors first reported a position in Harvard Bioscience in Q2 2018 and held it in 18 quarters.
  • JP Morgan Private Wealth Advisors's Harvard Bioscience position peaked at $872K in Q2 2018.
  • 68 funds tracked by Wall St. Rank held Harvard Bioscience as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.