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JP Morgan Private Wealth Advisors’s Aqua Metals AQMS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AQMS Stock Details AQMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-230
Closed -$57.6K – 1938
2022
Q4 		$57.6K Buy
+230
New +$35.1K ﹤0.01% 1902
2020
Q2 		– Sell
-50
Closed -$5K – 1549
2020
Q1 		$5K Hold
50
– – ﹤0.01% 1412
2019
Q4 		$8K Sell
50
-20
-29% -$5.21K ﹤0.01% 1465
2019
Q3 		$24K Buy
+70
New +$25.5K ﹤0.01% 1415
2016
Q2 		– Sell
-511
Closed -$679K – 1256
2016
Q1 		$679K Buy
+511
New +$551K 0.01% 657

Other funds holding AQMS

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AQMS Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Aqua Metals (AQMS) in Q1 2023, closing a stake of 230 shares — an estimated $57.6K sold.

JP Morgan Private Wealth Advisors first reported a position in AQMS in Q1 2016 and held it in 5 quarters. The position peaked at $679K in Q1 2016. 57 funds tracked by Wall St. Rank hold AQMS as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Aqua Metals position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 230 Aqua Metals shares in Q1 2023, an estimated $57.6K.
  • JP Morgan Private Wealth Advisors first reported a position in Aqua Metals in Q1 2016 and held it in 5 quarters.
  • JP Morgan Private Wealth Advisors's Aqua Metals position peaked at $679K in Q1 2016.
  • 57 funds tracked by Wall St. Rank held Aqua Metals as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.