JMPWA
VIVO

JP Morgan Private Wealth Advisors’s Meridian Bioscience Inc VIVO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VIVO Stock Details VIVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-36,397
Closed -$1.21M – 2027
2022
Q4 		$1.21M Sell
36,397
-866
-2% -$27.9K ﹤0.01% 1057
2022
Q3 		$1.18M Sell
37,263
-4,500
-11% -$146K ﹤0.01% 1057
2022
Q2 		$1.27M Buy
41,763
+911
+2% +$24.6K ﹤0.01% 1015
2022
Q1 		$1.06M Sell
40,852
-2,928
-7% -$69.6K ﹤0.01% 1200
2021
Q4 		$893K Sell
43,780
-443
-1% -$8.49K ﹤0.01% 1304
2021
Q3 		$851K Buy
44,223
+4,152
+10% +$82.8K ﹤0.01% 1291
2021
Q2 		$889K Buy
40,071
+5,183
+15% +$110K ﹤0.01% 1252
2021
Q1 		$916K Sell
34,888
-913
-3% -$21.7K ﹤0.01% 1079
2020
Q4 		$669K Buy
35,801
+1,691
+5% +$31.6K ﹤0.01% 1175
2020
Q3 		$579K Sell
34,110
-5,272
-13% -$102K ﹤0.01% 1094
2020
Q2 		$917K Buy
39,382
+16,874
+75% +$245K ﹤0.01% 842
2020
Q1 		$189K Buy
22,508
+10,471
+87% +$88.2K ﹤0.01% 1303
2019
Q4 		$118K Buy
12,037
+540
+5% +$5.07K ﹤0.01% 1434
2019
Q3 		$109K Buy
11,497
+620
+6% +$6.53K ﹤0.01% 1392
2019
Q2 		$129K Sell
10,877
-71
-0.6% -$855 ﹤0.01% 1323
2019
Q1 		$193K Sell
10,948
-7,766
-41% -$129K ﹤0.01% 1379
2018
Q4 		$325K Buy
18,714
+274
+1% +$4.67K ﹤0.01% 1131
2018
Q3 		$275K Buy
18,440
+2,498
+16% +$38.7K ﹤0.01% 1345
2018
Q2 		$254K Buy
15,942
+538
+3% +$8.03K ﹤0.01% 1271
2018
Q1 		$218K Buy
15,404
+2,845
+23% +$42.1K ﹤0.01% 1162
2017
Q4 		$176K Buy
12,559
+1,138
+10% +$16.7K ﹤0.01% 1203
2017
Q3 		$163K Buy
11,421
+82
+0.7% +$1.17K ﹤0.01% 1172
2017
Q2 		$178K Buy
11,339
+156
+1% +$2.25K ﹤0.01% 1163
2017
Q1 		$154K Sell
11,183
-83
-0.7% -$1.16K ﹤0.01% 1271
2016
Q4 		$199K Buy
11,266
+83
+0.7% +$1.46K ﹤0.01% 1170
2016
Q3 		$216K Hold
11,183
– – ﹤0.01% 1118
2016
Q2 		$218K Buy
11,183
+306
+3% +$6K ﹤0.01% 1120
2016
Q1 		$224K Sell
10,877
-300
-3% -$5.91K ﹤0.01% 1042
2015
Q4 		$229K Hold
11,177
– – ﹤0.01% 978
2015
Q3 		$191K Hold
11,177
– – ﹤0.01% 946
2015
Q2 		$208K Hold
11,177
– – ﹤0.01% 962
2015
Q1 		$213K Hold
11,177
– – ﹤0.01% 1019
2014
Q4 		$184K Hold
11,177
– – ﹤0.01% 1011
2014
Q3 		$198K Sell
11,177
-150
-1% -$2.95K ﹤0.01% 985
2014
Q2 		$234K Buy
11,327
+150
+1% +$3.08K ﹤0.01% 772
2014
Q1 		$244K Hold
11,177
– – ﹤0.01% 768
2013
Q4 		$297K Hold
11,177
– – 0.01% 534
2013
Q3 		$264K Buy
11,177
+150
+1% +$3.5K 0.01% 532
2013
Q2 		$237K Buy
+11,027
New +$238K 0.01% 536

Other funds holding VIVO

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VIVO Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Meridian Bioscience Inc (VIVO) in Q1 2023, closing a stake of 36,397 shares — an estimated $1.21M sold.

JP Morgan Private Wealth Advisors first reported a position in VIVO in Q2 2013 and held it in 39 quarters. The position peaked at $1.27M in Q2 2022. 2 funds tracked by Wall St. Rank hold VIVO as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Meridian Bioscience Inc position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 36,397 Meridian Bioscience Inc shares in Q1 2023, an estimated $1.21M.
  • JP Morgan Private Wealth Advisors first reported a position in Meridian Bioscience Inc in Q2 2013 and held it in 39 quarters.
  • JP Morgan Private Wealth Advisors's Meridian Bioscience Inc position peaked at $1.27M in Q2 2022.
  • 2 funds tracked by Wall St. Rank held Meridian Bioscience Inc as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.