J.P. Morgan Private Wealth Advisors’s ASE Group ASX Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio ASX Stock Details ASX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$579K	Buy	77,021 +5,538	+8%	+$41.6K	﹤0.01%	1186
2023 Q2	$557K	Sell	71,483 -6,521	-8%	-$50.8K	﹤0.01%	985
2023 Q1	$622K	Sell	78,004 -3,126	-4%	-$24.9K	﹤0.01%	1382
2022 Q4	$509K	Sell	81,130 -35,758	-31%	-$224K	﹤0.01%	1469
2022 Q3	$583K	Buy	116,888 +2,686	+2%	+$13.4K	﹤0.01%	1390
2022 Q2	$590K	Sell	114,202 -18,967	-14%	-$98K	﹤0.01%	1389
2022 Q1	$944K	Sell	133,169 -87	-0.1%	-$617	﹤0.01%	1245
2021 Q4	$1.04M	Buy	133,256 +4,367	+3%	+$34.1K	﹤0.01%	1220
2021 Q3	$1.01M	Sell	128,889 -7,923	-6%	-$62.2K	﹤0.01%	1202
2021 Q2	$1.1M	Sell	136,812 -31,624	-19%	-$254K	﹤0.01%	1149
2021 Q1	$1.3M	Buy	168,436 +5,351	+3%	+$41.2K	﹤0.01%	927
2020 Q4	$952K	Buy	163,085 +11,816	+8%	+$69K	﹤0.01%	1022
2020 Q3	$617K	Sell	151,269 -14,921	-9%	-$60.9K	﹤0.01%	1070
2020 Q2	$755K	Sell	166,190 -39,192	-19%	-$178K	﹤0.01%	914
2020 Q1	$768K	Sell	205,382 -45,228	-18%	-$169K	﹤0.01%	796
2019 Q4	$1.39M	Sell	250,610 -7,005	-3%	-$38.9K	0.01%	691
2019 Q3	$1.15M	Buy	257,615 +6,416	+3%	+$28.6K	0.01%	714
2019 Q2	$992K	Sell	251,199 -35,365	-12%	-$140K	0.01%	754
2019 Q1	$1.24M	Buy	286,564 +90,569	+46%	+$390K	0.01%	730
2018 Q4	$735K	Sell	195,995 -84,093	-30%	-$315K	﹤0.01%	849
2018 Q3	$1.35M	Sell	280,088 -29,512	-10%	-$143K	0.01%	731
2018 Q2	$1.42M	Buy	309,600 +79,249	+34%	+$365K	0.01%	674
2018 Q1	$1.67M	Buy	230,351 +9,097	+4%	+$66K	0.01%	522
2017 Q4	$1.43M	Buy	221,254 +76,419	+53%	+$495K	0.01%	569
2017 Q3	$895K	Buy	144,835 +11,506	+9%	+$71.1K	0.01%	661
2017 Q2	$841K	Buy	133,329 +62,220	+87%	+$392K	0.01%	663
2017 Q1	$461K	Buy	+71,109	New	+$461K	﹤0.01%	889
2016 Q1	–	Sell	-15,106	Closed	-$86K	–	1242
2015 Q4	$86K	Buy	+15,106	New	+$86K	﹤0.01%	1081