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JP Morgan Private Wealth Advisors’s OraSure Technologies OSUR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio OSUR Stock Details OSUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$181K Sell
30,496
-5,342
-15% -$30K ﹤0.01% 1643
2023
Q2 		$180K Sell
35,838
-65,276
-65% -$392K ﹤0.01% 1405
2023
Q1 		$612K Sell
101,114
-77,991
-44% -$440K ﹤0.01% 1389
2022
Q4 		$863K Sell
179,105
-11,587
-6% -$53.1K ﹤0.01% 1214
2022
Q3 		$723K Buy
190,692
+65,631
+52% +$237K ﹤0.01% 1297
2022
Q2 		$339K Buy
125,061
+25,017
+25% +$124K ﹤0.01% 1603
2022
Q1 		$678K Buy
100,044
+9,141
+10% +$73K ﹤0.01% 1390
2021
Q4 		$790K Sell
90,903
-711
-0.8% -$7.03K ﹤0.01% 1363
2021
Q3 		$1.04M Buy
91,614
+10,667
+13% +$117K ﹤0.01% 1190
2021
Q2 		$821K Buy
80,947
+16,138
+25% +$157K ﹤0.01% 1286
2021
Q1 		$756K Buy
64,809
+3,218
+5% +$39.4K ﹤0.01% 1160
2020
Q4 		$652K Buy
61,591
+4,005
+7% +$52.5K ﹤0.01% 1185
2020
Q3 		$701K Sell
57,586
-5,719
-9% -$78.2K ﹤0.01% 1027
2020
Q2 		$736K Buy
+63,305
New +$822K ﹤0.01% 926

Other funds holding OSUR

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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its OraSure Technologies (OSUR) stake by 15% in Q3 2023, selling an estimated $30K and leaving 30,496 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

JP Morgan Private Wealth Advisors first reported a position in OSUR in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.04M in Q3 2021. 210 funds tracked by Wall St. Rank hold OSUR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 30,496 shares of OraSure Technologies worth $181K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 5,342 OraSure Technologies shares in Q3 2023, an estimated $30K.
  • OraSure Technologies made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1643 holding.
  • JP Morgan Private Wealth Advisors first reported a position in OraSure Technologies in Q2 2020 and has held it in 14 quarters since.
  • JP Morgan Private Wealth Advisors's OraSure Technologies position peaked at $1.04M in Q3 2021.
  • 210 funds tracked by Wall St. Rank held OraSure Technologies as of Q3 2023.

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