JPMPWA
J.P. Morgan Private Wealth Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-47,018
| Closed | -$3.19M | – | 2047 |
|
|
2021
Q4 | $3.19M | Sell |
47,018
-601,982
| -93% | -$40.8M | 0.01% | 752 |
|
|
2021
Q3 | $43.5M | Sell |
649,000
-32,102
| -5% | -$2.15M | 0.11% | 197 |
|
|
2021
Q2 | $43.9M | Buy |
681,102
+129,611
| +24% | +$8.35M | 0.11% | 192 |
|
|
2021
Q1 | $34.1M | Buy |
+551,491
| New | +$34.1M | 0.11% | 192 |
|
|
2018
Q4 | – | Sell |
-3,697
| Closed | -$200K | – | 1530 |
|
|
2018
Q3 | $200K | Buy |
+3,697
| New | +$200K | ﹤0.01% | 1482 |
|