JP Morgan Private Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$7.88M Sell
9,577
-7,743
-45% -$6.09M 0.02% 415
2023
Q2
$12.4M Sell
17,320
-4,314
-20% -$3.33M 0.06% 207
2023
Q1
$17.8M Sell
21,634
-7,001
-24% -$5.28M 0.04% 326
2022
Q4
$20.7M Buy
28,635
+547
+2% +$404K 0.05% 300
2022
Q3
$19.3M Buy
28,088
+16,365
+140% +$10.3M 0.05% 291
2022
Q2
$6.93M Sell
11,723
-243
-2% -$158K 0.02% 496
2022
Q1
$8.36M Buy
11,966
+391
+3% +$247K 0.02% 488
2021
Q4
$7.31M Buy
11,575
+1,521
+15% +$935K 0.02% 513
2021
Q3
$6.08M Buy
10,054
+343
+4% +$213K 0.01% 547
2021
Q2
$5.42M Buy
9,711
+2,964
+44% +$1.5M 0.01% 570
2021
Q1
$3.19M Sell
6,747
-23,810
-78% -$11.6M 0.01% 620
2020
Q4
$14.8M Buy
30,557
+2,527
+9% +$1.36M 0.05% 308
2020
Q3
$15.7M Sell
28,030
-1,699
-6% -$1.03M 0.06% 251
2020
Q2
$18.5M Buy
29,729
+7,091
+31% +$4.02M 0.08% 197
2020
Q1
$11.1M Buy
22,638
+9,510
+72% +$3.92M 0.06% 248
2019
Q4
$4.93M Buy
13,128
+996
+8% +$335K 0.02% 423
2019
Q3
$3.37M Buy
12,132
+3,391
+39% +$1M 0.02% 491
2019
Q2
$2.74M Buy
8,741
+26
+0.3% +$8.66K 0.02% 523
2019
Q1
$3.58M Sell
8,715
-395
-4% -$163K 0.02% 479
2018
Q4
$3.4M Buy
9,110
+462
+5% +$169K 0.02% 444
2018
Q3
$3.49M Sell
8,648
-915
-10% -$348K 0.02% 503
2018
Q2
$3.3M Buy
9,563
+836
+10% +$261K 0.02% 494
2018
Q1
$3.01M Buy
8,727
+1,389
+19% +$483K 0.02% 413
2017
Q4
$2.76M Buy
7,338
+109
+2% +$44.1K 0.02% 427
2017
Q3
$3.23M Sell
7,229
-1,116
-13% -$531K 0.02% 386
2017
Q2
$4.1M Sell
8,345
-2,970
-26% -$1.3M 0.03% 339
2017
Q1
$4.38M Buy
11,315
+3,493
+45% +$1.29M 0.03% 324
2016
Q4
$2.87M Buy
7,822
+2,453
+46% +$933K 0.03% 371
2016
Q3
$2.16M Buy
5,369
+649
+14% +$260K 0.02% 418
2016
Q2
$1.65M Sell
4,720
-27
-0.6% -$10.4K 0.02% 487
2016
Q1
$1.71M Sell
4,747
-932
-16% -$384K 0.02% 434
2015
Q4
$3.08M Buy
5,679
+265
+5% +$144K 0.03% 295
2015
Q3
$2.52M Sell
5,414
-2,249
-29% -$1.21M 0.03% 303
2015
Q2
$3.91M Sell
7,663
-367
-5% -$179K 0.04% 276
2015
Q1
$3.63M Sell
8,030
-984
-11% -$417K 0.04% 287
2014
Q4
$3.7M Sell
9,014
-123
-1% -$48.4K 0.04% 284
2014
Q3
$3.29M Buy
9,137
+894
+11% +$300K 0.04% 296
2014
Q2
$2.33M Buy
8,243
+1,002
+14% +$297K 0.04% 271
2014
Q1
$2.17M Buy
7,241
+4,330
+149% +$1.33M 0.04% 273
2013
Q4
$801K Buy
2,911
+136
+5% +$39.1K 0.02% 385
2013
Q3
$868K Buy
+2,775
New +$730K 0.02% 352

Other funds holding REGN

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

JP Morgan Private Wealth Advisors reduced its Regeneron Pharmaceuticals (REGN) stake by 45% in Q3 2023, selling an estimated $6.09M and leaving 9,577 shares worth $7.88M. The position accounts for 0.02% of the portfolio, ranked #415.

JP Morgan Private Wealth Advisors first reported a position in REGN in Q3 2013 and has held it in 41 quarters since. The position peaked at $20.7M in Q4 2022. 1,178 funds tracked by Wall St. Rank hold REGN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 9,577 shares of Regeneron Pharmaceuticals worth $7.88M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 7,743 Regeneron Pharmaceuticals shares in Q3 2023, an estimated $6.09M.
  • Regeneron Pharmaceuticals made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #415 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q3 2013 and has held it in 41 quarters since.
  • JP Morgan Private Wealth Advisors's Regeneron Pharmaceuticals position peaked at $20.7M in Q4 2022.
  • 1,178 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2023.

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