J.P. Morgan Private Wealth Advisors’s Amplify Transformational Data Sharing ETF BLOK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,843
| Closed | -$224K | – | 1723 |
|
|
2023
Q2 | $224K | Sell |
9,843
-323
| -3% | -$7.35K | ﹤0.01% | 1352 |
|
|
2023
Q1 | $197K | Sell |
10,166
-13,500
| -57% | -$261K | ﹤0.01% | 1842 |
|
|
2022
Q4 | $358K | Sell |
23,666
-2,584
| -10% | -$39.1K | ﹤0.01% | 1596 |
|
|
2022
Q3 | $486K | Sell |
26,250
-1,712
| -6% | -$31.7K | ﹤0.01% | 1470 |
|
|
2022
Q2 | $507K | Sell |
27,962
-11,665
| -29% | -$212K | ﹤0.01% | 1448 |
|
|
2022
Q1 | $1.36M | Buy |
39,627
+345
| +0.9% | +$11.8K | ﹤0.01% | 1072 |
|
|
2021
Q4 | $1.58M | Buy |
39,282
+4,968
| +14% | +$200K | ﹤0.01% | 1015 |
|
|
2021
Q3 | $1.53M | Buy |
34,314
+11,530
| +51% | +$515K | ﹤0.01% | 1010 |
|
|
2021
Q2 | $1.09M | Sell |
22,784
-701
| -3% | -$33.4K | ﹤0.01% | 1157 |
|
|
2021
Q1 | $1.31M | Buy |
23,485
+1,935
| +9% | +$108K | ﹤0.01% | 920 |
|
|
2020
Q4 | $754K | Buy |
21,550
+410
| +2% | +$14.3K | ﹤0.01% | 1113 |
|
|
2020
Q3 | $518K | Hold |
21,140
| – | – | ﹤0.01% | 1132 |
|
|
2020
Q2 | $427K | Sell |
21,140
-3,970
| -16% | -$80.2K | ﹤0.01% | 1173 |
|
|
2020
Q1 | $386K | Sell |
25,110
-6,350
| -20% | -$97.6K | ﹤0.01% | 1031 |
|
|
2019
Q4 | $590K | Sell |
31,460
-600
| -2% | -$11.3K | ﹤0.01% | 984 |
|
|
2019
Q3 | $575K | Sell |
32,060
-10,900
| -25% | -$195K | ﹤0.01% | 955 |
|
|
2019
Q2 | $786K | Sell |
42,960
-1,475
| -3% | -$27K | ﹤0.01% | 826 |
|
|
2019
Q1 | $782K | Sell |
44,435
-5,380
| -11% | -$94.7K | ﹤0.01% | 869 |
|
|
2018
Q4 | $736K | Sell |
49,815
-82,729
| -62% | -$1.22M | ﹤0.01% | 848 |
|
|
2018
Q3 | $2.69M | Sell |
132,544
-4,545
| -3% | -$92.1K | 0.01% | 565 |
|
|
2018
Q2 | $2.66M | Buy |
137,089
+2,620
| +2% | +$50.8K | 0.01% | 536 |
|
|
2018
Q1 | $2.57M | Buy |
+134,469
| New | +$2.57M | 0.02% | 440 |
|