J.P. Morgan Private Wealth Advisors’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$760K Sell
28,109
-200
-0.7% -$5.41K ﹤0.01% 1079
2023
Q2
$819K Hold
28,309
﹤0.01% 834
2023
Q1
$720K Sell
28,309
-8,440
-23% -$215K ﹤0.01% 1322
2022
Q4
$732K Buy
+36,749
New +$732K ﹤0.01% 1294