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JP Morgan Private Wealth Advisors’s Royalty Pharma RPRX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio RPRX Stock Details RPRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-13,714
Closed -$494K – 1839
2023
Q1 		$494K Sell
13,714
-1,668
-11% -$61.8K ﹤0.01% 1485
2022
Q4 		$608K Buy
15,382
+892
+6% +$37.2K ﹤0.01% 1390
2022
Q3 		$582K Buy
+14,490
New +$619K ﹤0.01% 1392

Other funds holding RPRX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 RPRX Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Royalty Pharma (RPRX) in Q2 2023, closing a stake of 13,714 shares — an estimated $494K sold.

JP Morgan Private Wealth Advisors first reported a position in RPRX in Q3 2022 and held it in 3 quarters. The position peaked at $608K in Q4 2022. 326 funds tracked by Wall St. Rank hold RPRX as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Royalty Pharma position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 13,714 Royalty Pharma shares in Q2 2023, an estimated $494K.
  • JP Morgan Private Wealth Advisors first reported a position in Royalty Pharma in Q3 2022 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's Royalty Pharma position peaked at $608K in Q4 2022.
  • 326 funds tracked by Wall St. Rank held Royalty Pharma as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.