JMPWA
OPTN

JP Morgan Private Wealth Advisors’s OptiNose OPTN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio OPTN Stock Details OPTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-803
Closed -$47K – 1728
2020
Q3 		$47K Sell
803
-47
-6% -$3.48K ﹤0.01% 1575
2020
Q2 		$95K Sell
850
-192
-18% -$13.7K ﹤0.01% 1516
2020
Q1 		$70K Sell
1,042
-7
-0.7% -$705 ﹤0.01% 1377
2019
Q4 		$145K Sell
1,049
-37
-3% -$4.8K ﹤0.01% 1424
2019
Q3 		$114K Buy
1,086
+339
+45% +$33.8K ﹤0.01% 1389
2019
Q2 		$79K Sell
747
-14
-2% -$1.84K ﹤0.01% 1344
2019
Q1 		$118K Buy
761
+53
+7% +$6.15K ﹤0.01% 1406
2018
Q4 		$66K Buy
+708
New +$101K ﹤0.01% 1414

Other funds holding OPTN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tamarack Advisers Carlsbad, California $2.12M AUM 58.09% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

JP Morgan Private Wealth Advisors's OPTN Position: Q4 2020 in Review

JP Morgan Private Wealth Advisors sold out of OptiNose (OPTN) in Q4 2020, closing a stake of 803 shares — an estimated $47K sold.

JP Morgan Private Wealth Advisors first reported a position in OPTN in Q4 2018 and held it in 8 quarters. The position peaked at $145K in Q4 2019. 67 funds tracked by Wall St. Rank hold OPTN as of Q4 2020.

  • JP Morgan Private Wealth Advisors reported no remaining OptiNose position as of Q4 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 803 OptiNose shares in Q4 2020, an estimated $47K.
  • JP Morgan Private Wealth Advisors first reported a position in OptiNose in Q4 2018 and held it in 8 quarters.
  • JP Morgan Private Wealth Advisors's OptiNose position peaked at $145K in Q4 2019.
  • 67 funds tracked by Wall St. Rank held OptiNose as of Q4 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.