J.P. Morgan Private Wealth Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$661K Sell
13,123
-18,227
-58% -$918K ﹤0.01% 1131
2023
Q2
$1.84M Sell
31,350
-3,975
-11% -$233K 0.01% 591
2023
Q1
$1.93M Sell
35,325
-705
-2% -$38.6K ﹤0.01% 892
2022
Q4
$1.67M Buy
36,030
+535
+2% +$24.8K ﹤0.01% 912
2022
Q3
$1.47M Buy
35,495
+5,670
+19% +$234K ﹤0.01% 967
2022
Q2
$1.34M Sell
29,825
-340
-1% -$15.3K ﹤0.01% 996
2022
Q1
$1.76M Sell
30,165
-4,631
-13% -$270K ﹤0.01% 954
2021
Q4
$2.44M Sell
34,796
-224
-0.6% -$15.7K 0.01% 826
2021
Q3
$2.26M Sell
35,020
-50
-0.1% -$3.22K 0.01% 850
2021
Q2
$2.29M Sell
35,070
-14,221
-29% -$927K 0.01% 818
2021
Q1
$3.13M Sell
49,291
-1
-0% -$64 0.01% 627
2020
Q4
$3M Buy
49,292
+13,882
+39% +$845K 0.01% 615
2020
Q3
$1.71M Buy
35,410
+1,590
+5% +$76.6K 0.01% 700
2020
Q2
$1.47M Sell
33,820
-1,123
-3% -$48.8K 0.01% 678
2020
Q1
$1.17M Sell
34,943
-3,620
-9% -$122K 0.01% 663
2019
Q4
$1.62M Sell
38,563
-8,446
-18% -$355K 0.01% 657
2019
Q3
$1.8M Buy
47,009
+325
+0.7% +$12.5K 0.01% 609
2019
Q2
$1.87M Sell
46,684
-1,877
-4% -$75K 0.01% 607
2019
Q1
$1.88M Sell
48,561
-17,074
-26% -$661K 0.01% 626
2018
Q4
$2.14M Sell
65,635
-38,121
-37% -$1.24M 0.01% 556
2018
Q3
$4.34M Sell
103,756
-1,396
-1% -$58.4K 0.02% 458
2018
Q2
$4.21M Buy
105,152
+2,918
+3% +$117K 0.02% 434
2018
Q1
$4.28M Buy
102,234
+12,915
+14% +$540K 0.03% 347
2017
Q4
$3.69M Buy
89,319
+12,031
+16% +$497K 0.02% 375
2017
Q3
$2.99M Buy
77,288
+17,359
+29% +$672K 0.02% 396
2017
Q2
$2.06M Buy
59,929
+30,444
+103% +$1.04M 0.02% 455
2017
Q1
$949K Buy
+29,485
New +$949K 0.01% 651