J.P. Morgan Private Wealth Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.25M Buy
8,485
+2,086
+33% +$308K ﹤0.01% 899
2023
Q2
$973K Sell
6,399
-1,416
-18% -$215K 0.01% 770
2023
Q1
$1.03M Sell
7,815
-24,042
-75% -$3.17M ﹤0.01% 1146
2022
Q4
$3.49M Buy
31,857
+13,440
+73% +$1.47M 0.01% 675
2022
Q3
$2.03M Buy
+18,417
New +$2.03M 0.01% 835