J.P. Morgan Private Wealth Advisors’s ARK Genomic Revolution ETF ARKG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $594K | Sell |
21,324
-1,270
| -6% | -$35.4K | ﹤0.01% | 1174 |
|
2023
Q2 | $770K | Sell |
22,594
-6,240
| -22% | -$213K | ﹤0.01% | 861 |
|
2023
Q1 | $867K | Sell |
28,834
-4,474
| -13% | -$135K | ﹤0.01% | 1232 |
|
2022
Q4 | $940K | Buy |
33,308
+2,617
| +9% | +$73.9K | ﹤0.01% | 1176 |
|
2022
Q3 | $1.01M | Sell |
30,691
-1,448
| -5% | -$47.6K | ﹤0.01% | 1132 |
|
2022
Q2 | $1.01M | Sell |
32,139
-11,924
| -27% | -$375K | ﹤0.01% | 1147 |
|
2022
Q1 | $2.02M | Buy |
44,063
+2,128
| +5% | +$97.7K | ﹤0.01% | 891 |
|
2021
Q4 | $2.57M | Sell |
41,935
-32,683
| -44% | -$2M | 0.01% | 813 |
|
2021
Q3 | $5.58M | Buy |
74,618
+8,971
| +14% | +$670K | 0.01% | 563 |
|
2021
Q2 | $6.07M | Buy |
65,647
+49,112
| +297% | +$4.54M | 0.02% | 536 |
|
2021
Q1 | $1.47M | Buy |
16,535
+13,259
| +405% | +$1.18M | ﹤0.01% | 881 |
|
2020
Q4 | $306K | Buy |
+3,276
| New | +$306K | ﹤0.01% | 1489 |
|