J.P. Morgan Private Wealth Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.08M Sell
19,617
-9,671
-33% -$534K ﹤0.01% 945
2023
Q2
$1.9M Sell
29,288
-14,711
-33% -$956K 0.01% 578
2023
Q1
$2.8M Sell
43,999
-15,896
-27% -$1.01M 0.01% 760
2022
Q4
$3.51M Sell
59,895
-6,160
-9% -$361K 0.01% 673
2022
Q3
$4.37M Buy
66,055
+35,388
+115% +$2.34M 0.01% 590
2022
Q2
$2.23M Sell
30,667
-5,649
-16% -$410K 0.01% 806
2022
Q1
$2.8M Sell
36,316
-455
-1% -$35K 0.01% 798
2021
Q4
$3.11M Buy
36,771
+7,566
+26% +$639K 0.01% 760
2021
Q3
$2.39M Buy
29,205
+9,291
+47% +$762K 0.01% 831
2021
Q2
$1.44M Buy
19,914
+6,583
+49% +$477K ﹤0.01% 1019
2021
Q1
$779K Buy
13,331
+2,376
+22% +$139K ﹤0.01% 1147
2020
Q4
$678K Buy
10,955
+2,900
+36% +$179K ﹤0.01% 1161
2020
Q3
$323K Buy
+8,055
New +$323K ﹤0.01% 1331