JP Morgan Private Wealth Advisors’s Natera NTRA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$922K	Buy	+20,832	New	+$1.06M	﹤0.01%	1006
2023 Q2	–	Sell	-30,084	Closed	-$1.67M	–	1772
2023 Q1	$1.67M	Sell	30,084 -7,765	-21%	-$373K	﹤0.01%	949
2022 Q4	$1.52M	Buy	37,849 +2,988	+9%	+$123K	﹤0.01%	950
2022 Q3	$1.53M	Buy	34,861 +2,921	+9%	+$139K	﹤0.01%	947
2022 Q2	$1.13M	Buy	31,940 +5,712	+22%	+$211K	﹤0.01%	1078
2022 Q1	$1.07M	Sell	26,228 -5,261	-17%	-$316K	﹤0.01%	1194
2021 Q4	$2.94M	Sell	31,489 -4,295	-12%	-$446K	0.01%	779
2021 Q3	$3.99M	Buy	35,784 +1,201	+3%	+$138K	0.01%	654
2021 Q2	$3.93M	Buy	34,583 +13,369	+63%	+$1.37M	0.01%	652
2021 Q1	$2.15M	Sell	21,214 -37,746	-64%	-$4.14M	0.01%	740
2020 Q4	$5.87M	Buy	58,960 +41,266	+233%	+$3.45M	0.02%	444
2020 Q3	$1.28M	Buy	17,694 +5,410	+44%	+$308K	0.01%	789
2020 Q2	$612K	Buy	+12,284	New	+$493K	﹤0.01%	999

Other funds holding NTRA

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

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return

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

KCM

Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors opened a new position in Natera (NTRA) in Q3 2023: 20,832 shares worth $922K. The stake represents ﹤0.01% of the portfolio and ranks #1006 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in NTRA as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in NTRA in Q2 2020 and has held it in 13 quarters since. The position peaked at $5.87M in Q4 2020. 319 funds tracked by Wall St. Rank hold NTRA as of Q3 2023.

JP Morgan Private Wealth Advisors held 20,832 shares of Natera worth $922K as of Q3 2023.
Natera was a new JP Morgan Private Wealth Advisors position in Q3 2023.
Natera made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1006 holding.
JP Morgan Private Wealth Advisors first reported a position in Natera in Q2 2020 and has held it in 13 quarters since.
JP Morgan Private Wealth Advisors's Natera position peaked at $5.87M in Q4 2020.
319 funds tracked by Wall St. Rank held Natera as of Q3 2023.

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