JP Morgan Private Wealth Advisors’s Bio-Techne TECH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$408K	Sell	5,997 -1,830	-23%	-$145K	﹤0.01%	1335
2023 Q2	$639K	Sell	7,827 -5,254	-40%	-$422K	﹤0.01%	933
2023 Q1	$970K	Sell	13,081 -14,397	-52%	-$1.11M	﹤0.01%	1177
2022 Q4	$2.28M	Buy	27,478 +4,914	+22%	+$390K	0.01%	799
2022 Q3	$1.6M	Sell	22,564 -5,748	-20%	-$497K	﹤0.01%	926
2022 Q2	$2.45M	Sell	28,312 -4,708	-14%	-$441K	0.01%	776
2022 Q1	$3.58M	Sell	33,020 -648	-2%	-$66.9K	0.01%	704
2021 Q4	$4.36M	Sell	33,668 -528	-2%	-$64.7K	0.01%	647
2021 Q3	$4.14M	Buy	34,196 +1,040	+3%	+$127K	0.01%	641
2021 Q2	$3.73M	Buy	33,156 +12,840	+63%	+$1.35M	0.01%	661
2021 Q1	$1.94M	Buy	20,316 +492	+2%	+$44.9K	0.01%	779
2020 Q4	$1.57M	Buy	19,824 +11,600	+141%	+$840K	0.01%	840
2020 Q3	$509K	Buy	8,224 +3,388	+70%	+$220K	﹤0.01%	1142
2020 Q2	$319K	Sell	4,836 -176	-4%	-$10.5K	﹤0.01%	1286
2020 Q1	$238K	Buy	5,012 +1,360	+37%	+$68K	﹤0.01%	1227
2019 Q4	$200K	Buy	+3,652	New	+$192K	﹤0.01%	1404
2019 Q2	–	Sell	-4,120	Closed	-$205K	–	1457
2019 Q1	$205K	Buy	+4,120	New	+$185K	﹤0.01%	1370

Other funds holding TECH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors reduced its Bio-Techne (TECH) stake by 23% in Q3 2023, selling an estimated $145K and leaving 5,997 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

JP Morgan Private Wealth Advisors first reported a position in TECH in Q1 2019 and has held it in 17 quarters since. The position peaked at $4.36M in Q4 2021. 530 funds tracked by Wall St. Rank hold TECH as of Q3 2023.

JP Morgan Private Wealth Advisors held 5,997 shares of Bio-Techne worth $408K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,830 Bio-Techne shares in Q3 2023, an estimated $145K.
Bio-Techne made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1335 holding.
JP Morgan Private Wealth Advisors first reported a position in Bio-Techne in Q1 2019 and has held it in 17 quarters since.
JP Morgan Private Wealth Advisors's Bio-Techne position peaked at $4.36M in Q4 2021.
530 funds tracked by Wall St. Rank held Bio-Techne as of Q3 2023.

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