JP Morgan Chase
SWAV

JP Morgan Chase’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

JP Morgan Chase’s Portfolio SWAV Stock Details SWAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,086,515
Closed -$354M – 7850
2024
Q1 		$354M Sell
1,086,515
-11,979
-1% -$2.94M 0.03% 480
2023
Q4 		$209M Buy
1,098,494
+212,717
+24% +$40.2M 0.02% 599
2023
Q3 		$176M Buy
885,777
+50,639
+6% +$12M 0.02% 594
2023
Q2 		$238M Sell
835,138
-438,609
-34% -$122M 0.03% 505
2023
Q1 		$276M Buy
1,273,747
+467,237
+58% +$91M 0.03% 438
2022
Q4 		$166M Sell
806,510
-118,725
-13% -$30M 0.02% 578
2022
Q3 		$257M Sell
925,235
-194,376
-17% -$49.4M 0.04% 416
2022
Q2 		$214M Sell
1,119,611
-52,615
-4% -$9.29M 0.03% 486
2022
Q1 		$243M Sell
1,172,226
-37,432
-3% -$6.17M 0.03% 505
2021
Q4 		$216M Sell
1,209,658
-73,225
-6% -$14.4M 0.02% 540
2021
Q3 		$264M Sell
1,282,883
-260,880
-17% -$51.2M 0.03% 493
2021
Q2 		$293M Sell
1,543,763
-168,948
-10% -$27.6M 0.03% 488
2021
Q1 		$223M Sell
1,712,711
-161,376
-9% -$19.4M 0.03% 537
2020
Q4 		$194M Buy
1,874,087
+10,797
+0.6% +$935K 0.03% 539
2020
Q3 		$139M Buy
1,863,290
+3,417
+0.2% +$194K 0.02% 583
2020
Q2 		$88.1M Buy
1,859,873
+445,985
+32% +$18.4M 0.02% 690
2020
Q1 		$46.9M Buy
1,413,888
+282,476
+25% +$11.2M 0.01% 826
2019
Q4 		$49.7M Buy
1,131,412
+666,815
+144% +$24.6M 0.01% 967
2019
Q3 		$13.9M Buy
464,597
+191,251
+70% +$8.12M ﹤0.01% 1868
2019
Q2 		$15M Sell
273,346
-57,466
-17% -$2.79M ﹤0.01% 1778
2019
Q1 		$11.1M Buy
+330,812
New +$11M ﹤0.01% 1959

Other funds holding SWAV

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Chase's SWAV Position: Q2 2024 in Review

JP Morgan Chase sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,086,515 shares — an estimated $354M sold.

JP Morgan Chase first reported a position in SWAV in Q1 2019 and held it in 21 quarters. The position peaked at $354M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • JP Morgan Chase reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • JP Morgan Chase sold 1,086,515 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $354M.
  • JP Morgan Chase first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2019 and held it in 21 quarters.
  • JP Morgan Chase's Shockwave Medical, Inc. Common Stock position peaked at $354M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on JP Morgan Chase's 13F filing for Q2 2024, filed 12 Aug 2024.