J.P. Morgan Private Wealth Advisors’s ARK Web x.0 ETF ARKW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-4,678
Closed -$214K 1928
2022
Q3
$214K Sell
4,678
-109
-2% -$4.99K ﹤0.01% 1780
2022
Q2
$234K Sell
4,787
-377
-7% -$18.4K ﹤0.01% 1770
2022
Q1
$450K Sell
5,164
-1,552
-23% -$135K ﹤0.01% 1583
2021
Q4
$796K Sell
6,716
-8,577
-56% -$1.02M ﹤0.01% 1356
2021
Q3
$2.12M Buy
15,293
+5,055
+49% +$702K 0.01% 878
2021
Q2
$1.58M Buy
10,238
+3,332
+48% +$513K ﹤0.01% 984
2021
Q1
$1.02M Buy
+6,906
New +$1.02M ﹤0.01% 1028