JP Morgan Private Wealth Advisors’s Xenetic Biosciences XBIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,000	Closed	-$20K	–	2033
2022 Q1	$20K	Buy	2,000 +1,000	+100%	+$10.4K	﹤0.01%	1975
2021 Q4	$13K	Buy	+1,000	New	+$16K	﹤0.01%	1975
2021 Q3	–	Sell	-1,000	Closed	-$20K	–	1987
2021 Q2	$20K	Buy	+1,000	New	+$20.2K	﹤0.01%	1891

Other funds holding XBIO

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's XBIO Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of Xenetic Biosciences (XBIO) in Q2 2022, closing a stake of 2,000 shares — an estimated $20K sold.

JP Morgan Private Wealth Advisors first reported a position in XBIO in Q2 2021 and held it in 3 quarters. The position peaked at $20K in Q1 2022. 15 funds tracked by Wall St. Rank hold XBIO as of Q2 2022.

JP Morgan Private Wealth Advisors reported no remaining Xenetic Biosciences position as of Q2 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 2,000 Xenetic Biosciences shares in Q2 2022, an estimated $20K.
JP Morgan Private Wealth Advisors first reported a position in Xenetic Biosciences in Q2 2021 and held it in 3 quarters.
JP Morgan Private Wealth Advisors's Xenetic Biosciences position peaked at $20K in Q1 2022.
15 funds tracked by Wall St. Rank held Xenetic Biosciences as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.