J.P. Morgan Private Wealth Advisors’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$209K Buy
+3,976
New +$209K ﹤0.01% 1617
2022
Q4
Sell
-6,198
Closed -$279K 1927
2022
Q3
$279K Sell
6,198
-478
-7% -$21.5K ﹤0.01% 1681
2022
Q2
$334K Sell
6,676
-11,640
-64% -$582K ﹤0.01% 1606
2022
Q1
$1.24M Sell
18,316
-3,528
-16% -$239K ﹤0.01% 1109
2021
Q4
$1.68M Sell
21,844
-15,779
-42% -$1.21M ﹤0.01% 982
2021
Q3
$2.94M Buy
37,623
+13,233
+54% +$1.03M 0.01% 746
2021
Q2
$2.1M Buy
24,390
+16,129
+195% +$1.39M 0.01% 856
2021
Q1
$693K Buy
+8,261
New +$693K ﹤0.01% 1200