JPMPWA
J.P. Morgan Private Wealth Advisors’s VanEck Gold Miners ETF GDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $13.8M | Sell |
514,332
-203,128
| -28% | -$5.47M | 0.04% | 322 |
|
|
2023
Q2 | $21.6M | Sell |
717,460
-14,000
| -2% | -$422K | 0.11% | 152 |
|
|
2023
Q1 | $23.7M | Buy |
731,460
+3,601
| +0.5% | +$116K | 0.05% | 287 |
|
|
2022
Q4 | $20.9M | Buy |
727,859
+114,842
| +19% | +$3.29M | 0.05% | 296 |
|
|
2022
Q3 | $14.8M | Sell |
613,017
-85,467
| -12% | -$2.06M | 0.04% | 326 |
|
|
2022
Q2 | $19.1M | Buy |
698,484
+13,028
| +2% | +$357K | 0.05% | 287 |
|
|
2022
Q1 | $26.3M | Buy |
685,456
+78,541
| +13% | +$3.01M | 0.06% | 279 |
|
|
2021
Q4 | $19.4M | Buy |
606,915
+24,023
| +4% | +$769K | 0.04% | 321 |
|
|
2021
Q3 | $17.2M | Sell |
582,892
-190,876
| -25% | -$5.63M | 0.04% | 335 |
|
|
2021
Q2 | $26.3M | Buy |
773,768
+92,676
| +14% | +$3.15M | 0.07% | 262 |
|
|
2021
Q1 | $22.1M | Buy |
681,092
+298,439
| +78% | +$9.7M | 0.07% | 247 |
|
|
2020
Q4 | $13.8M | Sell |
382,653
-30,486
| -7% | -$1.1M | 0.04% | 322 |
|
|
2020
Q3 | $16.2M | Sell |
413,139
-133,042
| -24% | -$5.21M | 0.06% | 249 |
|
|
2020
Q2 | $20M | Buy |
546,181
+5,367
| +1% | +$197K | 0.09% | 191 |
|
|
2020
Q1 | $12.5M | Sell |
540,814
-91,774
| -15% | -$2.11M | 0.07% | 229 |
|
|
2019
Q4 | $18.5M | Buy |
632,588
+8,455
| +1% | +$248K | 0.08% | 206 |
|
|
2019
Q3 | $16.7M | Buy |
624,133
+9,008
| +1% | +$241K | 0.09% | 210 |
|
|
2019
Q2 | $15.7M | Buy |
615,125
+23,145
| +4% | +$592K | 0.09% | 218 |
|
|
2019
Q1 | $13.3M | Buy |
591,980
+129,643
| +28% | +$2.91M | 0.07% | 246 |
|
|
2018
Q4 | $9.75M | Buy |
462,337
+148,981
| +48% | +$3.14M | 0.06% | 262 |
|
|
2018
Q3 | $5.8M | Buy |
313,356
+33,233
| +12% | +$616K | 0.03% | 396 |
|
|
2018
Q2 | $6.25M | Buy |
280,123
+265,123
| +1,767% | +$5.92M | 0.04% | 354 |
|
|
2018
Q1 | $330K | Sell |
15,000
-36,137
| -71% | -$795K | ﹤0.01% | 1012 |
|
|
2017
Q4 | $1.19M | Buy |
51,137
+26,000
| +103% | +$605K | 0.01% | 613 |
|
|
2017
Q3 | $577K | Hold |
25,137
| – | – | ﹤0.01% | 794 |
|
|
2017
Q2 | $555K | Buy |
+25,137
| New | +$555K | ﹤0.01% | 803 |
|
|
2016
Q4 | – | Sell |
-75,146
| Closed | -$1.99M | – | 1260 |
|
|
2016
Q3 | $1.99M | Sell |
75,146
-10,260
| -12% | -$271K | 0.02% | 437 |
|
|
2016
Q2 | $2.37M | Buy |
+85,406
| New | +$2.37M | 0.02% | 407 |
|
|
2016
Q1 | – | Sell |
-34,008
| Closed | -$467K | – | 1259 |
|
|
2015
Q4 | $467K | Buy |
34,008
+22,191
| +188% | +$305K | ﹤0.01% | 718 |
|
|
2015
Q3 | $162K | Buy |
+11,817
| New | +$162K | ﹤0.01% | 957 |
|
|
2014
Q4 | – | Sell |
-22,607
| Closed | -$482K | – | 1107 |
|
|
2014
Q3 | $482K | Sell |
22,607
-259,903
| -92% | -$5.54M | 0.01% | 702 |
|
|
2014
Q2 | $7.47M | Sell |
282,510
-51,025
| -15% | -$1.35M | 0.13% | 168 |
|
|
2014
Q1 | $7.87M | Buy |
333,535
+281,121
| +536% | +$6.64M | 0.14% | 161 |
|
|
2013
Q4 | $1.11M | Buy |
52,414
+25,722
| +96% | +$544K | 0.02% | 330 |
|
|
2013
Q3 | $668K | Buy |
+26,692
| New | +$668K | 0.02% | 389 |
|