JP Morgan Private Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.23M Sell
10,943
-569
-5% -$72.3K ﹤0.01% 906
2023
Q2
$1.68M Sell
11,512
-6,900
-37% -$938K 0.01% 623
2023
Q1
$2.38M Buy
18,412
+1,862
+11% +$234K 0.01% 817
2022
Q4
$2.11M Buy
16,550
+1,615
+11% +$187K ﹤0.01% 823
2022
Q3
$1.56M Buy
14,935
+158
+1% +$17.3K ﹤0.01% 934
2022
Q2
$1.55M Sell
14,777
-1,789
-11% -$212K ﹤0.01% 933
2022
Q1
$2.12M Sell
16,566
-2,612
-14% -$315K ﹤0.01% 882
2021
Q4
$2.37M Buy
19,178
+1,155
+6% +$151K 0.01% 841
2021
Q3
$2.56M Sell
18,023
-29
-0.2% -$4.27K 0.01% 799
2021
Q2
$2.82M Sell
18,052
-264
-1% -$42.8K 0.01% 752
2021
Q1
$2.85M Sell
18,316
-679
-4% -$105K 0.01% 651
2020
Q4
$2.84M Sell
18,995
-958
-5% -$135K 0.01% 623
2020
Q3
$2.64M Buy
19,953
+826
+4% +$108K 0.01% 576
2020
Q2
$2.22M Sell
19,127
-2,563
-12% -$295K 0.01% 554
2020
Q1
$2.13M Buy
21,690
+3,965
+22% +$520K 0.01% 524
2019
Q4
$2.58M Buy
17,725
+398
+2% +$54.9K 0.01% 568
2019
Q3
$2.31M Buy
17,327
+2,537
+17% +$328K 0.01% 559
2019
Q2
$1.69M Sell
14,790
-963
-6% -$113K 0.01% 623
2019
Q1
$1.95M Sell
15,753
-1,506
-9% -$171K 0.01% 619
2018
Q4
$1.74M Sell
17,259
-636
-4% -$71.5K 0.01% 601
2018
Q3
$2.29M Sell
17,895
-3,285
-16% -$391K 0.01% 595
2018
Q2
$2.29M Buy
21,180
+648
+3% +$70.5K 0.01% 576
2018
Q1
$2.17M Sell
20,532
-3,142
-13% -$365K 0.01% 469
2017
Q4
$2.77M Sell
23,674
-2,812
-11% -$318K 0.02% 426
2017
Q3
$3.01M Buy
26,486
+888
+3% +$103K 0.02% 394
2017
Q2
$3.19M Sell
25,598
-10,051
-28% -$1.19M 0.02% 375
2017
Q1
$4.23M Buy
35,649
+3,070
+9% +$348K 0.03% 330
2016
Q4
$3.26M Buy
32,579
+2,204
+7% +$236K 0.03% 350
2016
Q3
$3.83M Sell
30,375
-3,347
-10% -$414K 0.04% 309
2016
Q2
$3.94M Buy
33,722
+690
+2% +$78.1K 0.04% 307
2016
Q1
$3.42M Buy
33,032
+395
+1% +$38.2K 0.03% 304
2015
Q4
$3.25M Buy
32,637
+3,867
+13% +$378K 0.03% 282
2015
Q3
$2.62M Sell
28,770
-5,675
-16% -$569K 0.03% 296
2015
Q2
$3.65M Buy
34,445
+6,625
+24% +$733K 0.04% 284
2015
Q1
$3.17M Sell
27,820
-210
-0.7% -$24K 0.04% 303
2014
Q4
$3.09M Buy
28,030
+1,738
+7% +$183K 0.04% 309
2014
Q3
$2.57M Buy
26,292
+127
+0.5% +$12.5K 0.03% 332
2014
Q2
$2.64M Buy
26,165
+1,926
+8% +$188K 0.04% 259
2014
Q1
$2.23M Buy
24,239
+7,889
+48% +$727K 0.04% 270
2013
Q4
$1.48M Buy
16,350
+1,950
+14% +$169K 0.03% 293
2013
Q3
$1.15M Buy
14,400
+1,045
+8% +$82.3K 0.03% 313
2013
Q2
$972K Buy
+13,355
New +$999K 0.02% 324

Other funds holding ZBH

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

JP Morgan Private Wealth Advisors reduced its Zimmer Biomet (ZBH) stake by 4.9% in Q3 2023, selling an estimated $72.3K and leaving 10,943 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #906.

JP Morgan Private Wealth Advisors first reported a position in ZBH in Q2 2013 and has held it in 42 quarters since. The position peaked at $4.23M in Q1 2017. 1,017 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 10,943 shares of Zimmer Biomet worth $1.23M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 569 Zimmer Biomet shares in Q3 2023, an estimated $72.3K.
  • Zimmer Biomet made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #906 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Zimmer Biomet in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's Zimmer Biomet position peaked at $4.23M in Q1 2017.
  • 1,017 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

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