J.P. Morgan Private Wealth Advisors’s Cboe Global Markets CBOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.69M | Buy |
30,051
+13,581
| +82% | +$2.12M | 0.01% | 516 |
|
|
2023
Q2 | $2.27M | Buy |
16,470
+12,325
| +297% | +$1.7M | 0.01% | 521 |
|
|
2023
Q1 | $556K | Buy |
4,145
+117
| +3% | +$15.7K | ﹤0.01% | 1432 |
|
|
2022
Q4 | $505K | Sell |
4,028
-388
| -9% | -$48.7K | ﹤0.01% | 1473 |
|
|
2022
Q3 | $518K | Sell |
4,416
-4
| -0.1% | -$469 | ﹤0.01% | 1440 |
|
|
2022
Q2 | $500K | Buy |
4,420
+425
| +11% | +$48.1K | ﹤0.01% | 1454 |
|
|
2022
Q1 | $457K | Sell |
3,995
-98
| -2% | -$11.2K | ﹤0.01% | 1576 |
|
|
2021
Q4 | $534K | Buy |
4,093
+97
| +2% | +$12.7K | ﹤0.01% | 1523 |
|
|
2021
Q3 | $495K | Buy |
3,996
+864
| +28% | +$107K | ﹤0.01% | 1500 |
|
|
2021
Q2 | $373K | Buy |
3,132
+118
| +4% | +$14.1K | ﹤0.01% | 1598 |
|
|
2021
Q1 | $297K | Buy |
+3,014
| New | +$297K | ﹤0.01% | 1537 |
|
|
2016
Q3 | – | Sell |
-4,551
| Closed | -$303K | – | 1233 |
|
|
2016
Q2 | $303K | Buy |
+4,551
| New | +$303K | ﹤0.01% | 975 |
|
|
2015
Q3 | – | Sell |
-5,183
| Closed | -$297K | – | 1068 |
|
|
2015
Q2 | $297K | Sell |
5,183
-123
| -2% | -$7.05K | ﹤0.01% | 847 |
|
|
2015
Q1 | $305K | Sell |
5,306
-14,948
| -74% | -$859K | ﹤0.01% | 885 |
|
|
2014
Q4 | $1.29M | Hold |
20,254
| – | – | 0.02% | 470 |
|
|
2014
Q3 | $1.08M | Buy |
+20,254
| New | +$1.08M | 0.01% | 496 |
|