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JP Morgan Private Wealth Advisors’s Iovance Biotherapeutics IOVA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IOVA Stock Details IOVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$142K Buy
31,294
+11,543
+58% +$75.4K ﹤0.01% 1663
2023
Q2 		$139K Sell
19,751
-1,233
-6% -$8.82K ﹤0.01% 1425
2023
Q1 		$128K Sell
20,984
-2,208
-10% -$15.2K ﹤0.01% 1885
2022
Q4 		$148K Buy
23,192
+4,410
+23% +$34.4K ﹤0.01% 1858
2022
Q3 		$180K Buy
18,782
+458
+2% +$5.28K ﹤0.01% 1827
2022
Q2 		$202K Buy
18,324
+4,856
+36% +$63.6K ﹤0.01% 1824
2022
Q1 		$224K Buy
13,468
+369
+3% +$5.71K ﹤0.01% 1869
2021
Q4 		$250K Sell
13,099
-3,501
-21% -$77.1K ﹤0.01% 1825
2021
Q3 		$409K Sell
16,600
-79
-0.5% -$1.86K ﹤0.01% 1582
2021
Q2 		$434K Buy
16,679
+4,111
+33% +$107K ﹤0.01% 1534
2021
Q1 		$398K Buy
12,568
+136
+1% +$5.64K ﹤0.01% 1414
2020
Q4 		$577K Sell
12,432
-3,602
-22% -$143K ﹤0.01% 1235
2020
Q3 		$528K Buy
16,034
+138
+0.9% +$4.23K ﹤0.01% 1125
2020
Q2 		$436K Buy
15,896
+5,784
+57% +$190K ﹤0.01% 1161
2020
Q1 		$303K Buy
+10,112
New +$268K ﹤0.01% 1134

Other funds holding IOVA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Iovance Biotherapeutics (IOVA) stake by 58% in Q3 2023, buying an estimated $75.4K and bringing the position to 31,294 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

JP Morgan Private Wealth Advisors first reported a position in IOVA in Q1 2020 and has held it in 15 quarters since. The position peaked at $577K in Q4 2020. 227 funds tracked by Wall St. Rank hold IOVA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 31,294 shares of Iovance Biotherapeutics worth $142K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 11,543 Iovance Biotherapeutics shares in Q3 2023, an estimated $75.4K.
  • Iovance Biotherapeutics made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1663 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Iovance Biotherapeutics in Q1 2020 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's Iovance Biotherapeutics position peaked at $577K in Q4 2020.
  • 227 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q3 2023.

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