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
Q1 		– Sell
-1,500
Closed -$286K – 8016
2023
Q4 		$286K Hold
1,500
– – ﹤0.01% 5137
2023
Q3 		$299K Hold
1,500
– – ﹤0.01% 4791
2023
Q2 		$428K Buy
+1,500
New +$417K ﹤0.01% 4584
2021
Q4 		– Sell
-15,000
Closed -$3.09M – 7051
2021
Q3 		$3.09M Sell
15,000
-33,300
-69% -$6.54M ﹤0.01% 3426
2021
Q2 		$9.16M Buy
+48,300
New +$7.9M ﹤0.01% 2494

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.