J.P. Morgan Private Wealth Advisors’s ChargePoint CHPT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$112K Sell
1,130
-732
-39% -$72.7K ﹤0.01% 1681
2023
Q2
$327K Sell
1,862
-1,535
-45% -$270K ﹤0.01% 1208
2023
Q1
$711K Buy
3,397
+584
+21% +$122K ﹤0.01% 1331
2022
Q4
$536K Sell
2,813
-129
-4% -$24.6K ﹤0.01% 1450
2022
Q3
$869K Buy
2,942
+1,726
+142% +$510K ﹤0.01% 1206
2022
Q2
$333K Sell
1,216
-206
-14% -$56.4K ﹤0.01% 1608
2022
Q1
$565K Sell
1,422
-1,310
-48% -$520K ﹤0.01% 1483
2021
Q4
$1.04M Sell
2,732
-1,618
-37% -$617K ﹤0.01% 1221
2021
Q3
$1.74M Buy
4,350
+1,581
+57% +$632K ﹤0.01% 951
2021
Q2
$1.92M Buy
2,769
+1,086
+65% +$755K 0.01% 898
2021
Q1
$898K Buy
+1,683
New +$898K ﹤0.01% 1090