JMPWA
LONA

JP Morgan Private Wealth Advisors’s LeonaBio Inc LONA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LONA Stock Details LONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,020
Closed -$64K – 1939
2022
Q4 		$64K Hold
2,020
– – ﹤0.01% 1897
2022
Q3 		$60K Hold
2,020
– – ﹤0.01% 1891
2022
Q2 		$62K Buy
+2,020
New +$185K ﹤0.01% 1891

Other funds holding LONA

PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

JP Morgan Private Wealth Advisors's LONA Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of LeonaBio Inc (LONA) in Q1 2023, closing a stake of 2,020 shares — an estimated $64K sold.

JP Morgan Private Wealth Advisors first reported a position in LONA in Q2 2022 and held it in 3 quarters. The position peaked at $64K in Q4 2022. 83 funds tracked by Wall St. Rank hold LONA as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining LeonaBio Inc position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,020 LeonaBio Inc shares in Q1 2023, an estimated $64K.
  • JP Morgan Private Wealth Advisors first reported a position in LeonaBio Inc in Q2 2022 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's LeonaBio Inc position peaked at $64K in Q4 2022.
  • 83 funds tracked by Wall St. Rank held LeonaBio Inc as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.