JP Morgan Private Wealth Advisors’s Inari Medical, Inc. Common Stock NARI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$542K	Sell	8,293 -20,258	-71%	-$1.27M	﹤0.01%	1217
2023 Q2	$1.66M	Buy	28,551 +2,893	+11%	+$182K	0.01%	625
2023 Q1	$1.58M	Sell	25,658 -89,950	-78%	-$5.4M	﹤0.01%	970
2022 Q4	$7.35M	Sell	115,608 -30,238	-21%	-$2.19M	0.02%	491
2022 Q3	$10.6M	Buy	145,846 +139,964	+2,380%	+$10.4M	0.03%	389
2022 Q2	$400K	Sell	5,882 -38	-0.6%	-$2.73K	﹤0.01%	1538
2022 Q1	$537K	Buy	5,920 +3,131	+112%	+$256K	﹤0.01%	1505
2021 Q4	$255K	Buy	+2,789	New	+$239K	﹤0.01%	1811
2021 Q3	–	Sell	-2,146	Closed	-$200K	–	1991
2021 Q2	$200K	Buy	+2,146	New	+$208K	﹤0.01%	1842

Other funds holding NARI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

JP Morgan Private Wealth Advisors reduced its Inari Medical, Inc. Common Stock (NARI) stake by 71% in Q3 2023, selling an estimated $1.27M and leaving 8,293 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

JP Morgan Private Wealth Advisors first reported a position in NARI in Q2 2021 and has held it in 9 quarters since. The position peaked at $10.6M in Q3 2022. 250 funds tracked by Wall St. Rank hold NARI as of Q3 2023.

JP Morgan Private Wealth Advisors held 8,293 shares of Inari Medical, Inc. Common Stock worth $542K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 20,258 Inari Medical, Inc. Common Stock shares in Q3 2023, an estimated $1.27M.
Inari Medical, Inc. Common Stock made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1217 holding.
JP Morgan Private Wealth Advisors first reported a position in Inari Medical, Inc. Common Stock in Q2 2021 and has held it in 9 quarters since.
JP Morgan Private Wealth Advisors's Inari Medical, Inc. Common Stock position peaked at $10.6M in Q3 2022.
250 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q3 2023.

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