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JP Morgan Private Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$13.8M Sell
112,738
-39,521
-26% -$5.03M 0.04% 323
2023
Q2 		$19.3M Sell
152,259
-86,967
-36% -$11.3M 0.1% 159
2023
Q1 		$30.9M Sell
239,226
-58,493
-20% -$7.66M 0.07% 252
2022
Q4 		$39.1M Buy
297,719
+65,109
+28% +$8.41M 0.09% 211
2022
Q3 		$27.2M Buy
232,610
+10,288
+5% +$1.28M 0.07% 241
2022
Q2 		$26.2M Buy
222,322
+6,129
+3% +$728K 0.07% 254
2022
Q1 		$28.2M Sell
216,193
-51,824
-19% -$6.75M 0.06% 269
2021
Q4 		$40.9M Buy
268,017
+18,320
+7% +$2.84M 0.09% 210
2021
Q3 		$40.4M Buy
249,697
+22,418
+10% +$3.77M 0.1% 205
2021
Q2 		$37.2M Buy
227,279
+28,187
+14% +$4.34M 0.1% 213
2021
Q1 		$30M Sell
199,092
-49,849
-20% -$7.92M 0.1% 210
2020
Q4 		$37.7M Sell
248,941
-30,911
-11% -$4.42M 0.12% 179
2020
Q3 		$37.9M Buy
279,852
+11,293
+4% +$1.53M 0.15% 146
2020
Q2 		$36.7M Buy
268,559
+19,630
+8% +$2.5M 0.17% 133
2020
Q1 		$26.8M Buy
248,929
+59,945
+32% +$6.9M 0.15% 137
2019
Q4 		$22.8M Buy
188,984
+8,999
+5% +$1M 0.1% 188
2019
Q3 		$17.9M Sell
179,985
-9,766
-5% -$1.02M 0.09% 201
2019
Q2 		$20.7M Sell
189,751
-15,927
-8% -$1.69M 0.11% 178
2019
Q1 		$23M Sell
205,678
-56,560
-22% -$6.2M 0.12% 174
2018
Q4 		$25.3M Buy
262,238
+19,920
+8% +$2.11M 0.15% 147
2018
Q3 		$29.5M Buy
242,318
+5,457
+2% +$643K 0.14% 159
2018
Q2 		$26M Sell
236,861
-66,715
-22% -$7.14M 0.15% 156
2018
Q1 		$32.4M Buy
303,576
+87,913
+41% +$9.74M 0.22% 112
2017
Q4 		$23M Buy
215,663
+7,916
+4% +$846K 0.15% 150
2017
Q3 		$23.1M Buy
207,747
+18,666
+10% +$2M 0.17% 143
2017
Q2 		$19.5M Buy
189,081
+186,936
+8,715% +$18.4M 0.15% 151
2017
Q1 		$210K Sell
2,145
-138,990
-98% -$13.3M ﹤0.01% 1221
2016
Q4 		$12.5M Sell
141,135
-3,510
-2% -$319K 0.11% 179
2016
Q3 		$14M Buy
144,645
+57,513
+66% +$5.47M 0.13% 163
2016
Q2 		$7.47M Buy
87,132
+6,963
+9% +$625K 0.07% 221
2016
Q1 		$6.97M Sell
80,169
-27,999
-26% -$2.5M 0.07% 211
2015
Q4 		$12.2M Buy
108,168
+20,793
+24% +$2.26M 0.13% 162
2015
Q3 		$8.83M Sell
87,375
-3,873
-4% -$465K 0.11% 172
2015
Q2 		$11.2M Buy
91,248
+3,996
+5% +$478K 0.13% 176
2015
Q1 		$9.99M Sell
87,252
-2,790
-3% -$308K 0.11% 183
2014
Q4 		$9.11M Sell
90,042
-1,641
-2% -$159K 0.11% 191
2014
Q3 		$8.36M Buy
91,683
+7,203
+9% +$632K 0.11% 194
2014
Q2 		$7.24M Buy
84,480
+8,640
+11% +$681K 0.12% 172
2014
Q1 		$5.98M Buy
75,840
+8,193
+12% +$683K 0.11% 184
2013
Q4 		$5.12M Buy
67,647
+54,621
+419% +$3.88M 0.1% 184
2013
Q3 		$910K Buy
13,026
+1,632
+14% +$107K 0.02% 348
2013
Q2 		$660K Buy
+11,394
New +$659K 0.02% 378

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares Biotechnology ETF (IBB) stake by 26% in Q3 2023, selling an estimated $5.03M and leaving 112,738 shares worth $13.8M. The position accounts for 0.04% of the portfolio, ranked #323.

JP Morgan Private Wealth Advisors first reported a position in IBB in Q2 2013 and has held it in 42 quarters since. The position peaked at $40.9M in Q4 2021. 833 funds tracked by Wall St. Rank hold IBB as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 112,738 shares of iShares Biotechnology ETF worth $13.8M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 39,521 iShares Biotechnology ETF shares in Q3 2023, an estimated $5.03M.
  • iShares Biotechnology ETF made up 0.04% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #323 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Biotechnology ETF in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Biotechnology ETF position peaked at $40.9M in Q4 2021.
  • 833 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2023.

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