JP Morgan Private Wealth Advisors’s Niagen Bioscience NAGE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-268,221	Closed	-$1M	–	2091
2021 Q4	$1M	Hold	268,221	–	–	﹤0.01%	1240
2021 Q3	$1.68M	Hold	268,221	–	–	﹤0.01%	966
2021 Q2	$2.65M	Buy	+268,221	New	+$2.34M	0.01%	773
2021 Q1	–	Sell	-268,221	Closed	-$1.29M	–	1807
2020 Q4	$1.29M	Hold	268,221	–	–	﹤0.01%	909
2020 Q3	$1.08M	Sell	268,221 -10,000	-4%	-$48.2K	﹤0.01%	861
2020 Q2	$1.28M	Hold	278,221	–	–	0.01%	725
2020 Q1	$907K	Hold	278,221	–	–	0.01%	740
2019 Q4	$1.2M	Hold	278,221	–	–	0.01%	737
2019 Q3	$1.09M	Buy	278,221 +10,000	+4%	+$42.6K	0.01%	723
2019 Q2	$1.25M	Hold	268,221	–	–	0.01%	694
2019 Q1	$1.12M	Hold	268,221	–	–	0.01%	755
2018 Q4	$920K	Hold	268,221	–	–	0.01%	771
2018 Q3	$1.15M	Hold	268,221	–	–	0.01%	784
2018 Q2	$995K	Buy	+268,221	New	+$1.02M	0.01%	780

Other funds holding NAGE

YRHAM

Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $227M AUM 300.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NAGE Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of Niagen Bioscience (NAGE) in Q1 2022, closing a stake of 268,221 shares — an estimated $1M sold.

JP Morgan Private Wealth Advisors first reported a position in NAGE in Q2 2018 and held it in 14 quarters. The position peaked at $2.65M in Q2 2021. 82 funds tracked by Wall St. Rank hold NAGE as of Q1 2022.

JP Morgan Private Wealth Advisors reported no remaining Niagen Bioscience position as of Q1 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 268,221 Niagen Bioscience shares in Q1 2022, an estimated $1M.
JP Morgan Private Wealth Advisors first reported a position in Niagen Bioscience in Q2 2018 and held it in 14 quarters.
JP Morgan Private Wealth Advisors's Niagen Bioscience position peaked at $2.65M in Q2 2021.
82 funds tracked by Wall St. Rank held Niagen Bioscience as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.