JMPWA
OABI icon

JP Morgan Private Wealth Advisors’s OmniAb OABI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio OABI Stock Details OABI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$132K Sell
25,489
-877
-3% -$4.68K ﹤0.01% 1670
2023
Q2 		$133K Sell
26,366
-5,943
-18% -$24.1K ﹤0.01% 1426
2023
Q1 		$119K Buy
32,309
+7,120
+28% +$26.9K ﹤0.01% 1891
2022
Q4 		$90.7K Buy
+25,189
New +$132K ﹤0.01% 1883

Other funds holding OABI

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its OmniAb (OABI) stake by 3.3% in Q3 2023, selling an estimated $4.68K and leaving 25,489 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

JP Morgan Private Wealth Advisors first reported a position in OABI in Q4 2022 and has held it in 4 quarters since. The position peaked at $133K in Q2 2023. 148 funds tracked by Wall St. Rank hold OABI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 25,489 shares of OmniAb worth $132K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 877 OmniAb shares in Q3 2023, an estimated $4.68K.
  • OmniAb made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1670 holding.
  • JP Morgan Private Wealth Advisors first reported a position in OmniAb in Q4 2022 and has held it in 4 quarters since.
  • JP Morgan Private Wealth Advisors's OmniAb position peaked at $133K in Q2 2023.
  • 148 funds tracked by Wall St. Rank held OmniAb as of Q3 2023.

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