J.P. Morgan Private Wealth Advisors’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $880K | Sell |
17,593
-340
| -2% | -$17K | ﹤0.01% | 1024 |
|
|
2023
Q2 | $955K | Sell |
17,933
-260
| -1% | -$13.8K | 0.01% | 775 |
|
|
2023
Q1 | $949K | Buy |
18,193
+8,655
| +91% | +$452K | ﹤0.01% | 1185 |
|
|
2022
Q4 | $471K | Sell |
9,538
-574
| -6% | -$28.3K | ﹤0.01% | 1494 |
|
|
2022
Q3 | $467K | Buy |
10,112
+574
| +6% | +$26.5K | ﹤0.01% | 1489 |
|
|
2022
Q2 | $454K | Hold |
9,538
| – | – | ﹤0.01% | 1489 |
|
|
2022
Q1 | $557K | Sell |
9,538
-878
| -8% | -$51.3K | ﹤0.01% | 1489 |
|
|
2021
Q4 | $671K | Hold |
10,416
| – | – | ﹤0.01% | 1429 |
|
|
2021
Q3 | $619K | Hold |
10,416
| – | – | ﹤0.01% | 1417 |
|
|
2021
Q2 | $630K | Buy |
10,416
+878
| +9% | +$53.1K | ﹤0.01% | 1395 |
|
|
2021
Q1 | $549K | Sell |
9,538
-1,300
| -12% | -$74.8K | ﹤0.01% | 1275 |
|
|
2020
Q4 | $576K | Buy |
10,838
+500
| +5% | +$26.6K | ﹤0.01% | 1236 |
|
|
2020
Q3 | $458K | Sell |
10,338
-1,000
| -9% | -$44.3K | ﹤0.01% | 1197 |
|
|
2020
Q2 | $467K | Buy |
+11,338
| New | +$467K | ﹤0.01% | 1135 |
|
|
2018
Q3 | – | Sell |
-7,378
| Closed | -$262K | – | 1578 |
|
|
2018
Q2 | $262K | Buy |
+7,378
| New | +$262K | ﹤0.01% | 1258 |
|