JP Morgan Private Wealth Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$863K	Sell	15,131 -392	-3%	-$23.9K	﹤0.01%	1036
2023 Q2	$951K	Buy	15,523 +340	+2%	+$21.2K	﹤0.01%	777
2023 Q1	$953K	Hold	15,183	–	–	﹤0.01%	1181
2022 Q4	$964K	Buy	15,183 +2,781	+22%	+$176K	﹤0.01%	1163
2022 Q3	$731K	Hold	12,402	–	–	﹤0.01%	1292
2022 Q2	$716K	Hold	12,402	–	–	﹤0.01%	1301
2022 Q1	$769K	Buy	12,402 +4,612	+59%	+$281K	﹤0.01%	1334
2021 Q4	$555K	Buy	7,790 +63	+0.8%	+$4.56K	﹤0.01%	1507
2021 Q3	$578K	Hold	7,727	–	–	﹤0.01%	1442
2021 Q2	$598K	Buy	+7,727	New	+$574K	﹤0.01%	1412

Other funds holding PBE

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 2.5% in Q3 2023, selling an estimated $23.9K and leaving 15,131 shares worth $863K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

JP Morgan Private Wealth Advisors first reported a position in PBE in Q2 2021 and has held it in 10 quarters since. The position peaked at $964K in Q4 2022. 97 funds tracked by Wall St. Rank hold PBE as of Q3 2023.

JP Morgan Private Wealth Advisors held 15,131 shares of Invesco Biotechnology & Genome ETF worth $863K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 392 Invesco Biotechnology & Genome ETF shares in Q3 2023, an estimated $23.9K.
Invesco Biotechnology & Genome ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1036 holding.
JP Morgan Private Wealth Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's Invesco Biotechnology & Genome ETF position peaked at $964K in Q4 2022.
97 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2023.

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