JP Morgan Private Wealth Advisors’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ARKF Stock Details ARKF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,186	Closed	-$157K	–	1926
2022 Q3	$157K	Sell	10,186 -271	-3%	-$4.83K	﹤0.01%	1843
2022 Q2	$162K	Sell	10,457 -5,573	-35%	-$113K	﹤0.01%	1841
2022 Q1	$466K	Sell	16,030 -849	-5%	-$26.1K	﹤0.01%	1571
2021 Q4	$690K	Sell	16,879 -13,862	-45%	-$668K	﹤0.01%	1415
2021 Q3	$1.52M	Buy	30,741 +6,420	+26%	+$335K	﹤0.01%	1012
2021 Q2	$1.32M	Buy	24,321 +10,910	+81%	+$558K	﹤0.01%	1062
2021 Q1	$685K	Buy	+13,411	New	+$731K	﹤0.01%	1207

Other funds holding ARKF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ARKF Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q4 2022, closing a stake of 10,186 shares — an estimated $157K sold.

JP Morgan Private Wealth Advisors first reported a position in ARKF in Q1 2021 and held it in 7 quarters. The position peaked at $1.52M in Q3 2021. 201 funds tracked by Wall St. Rank hold ARKF as of Q4 2022.

JP Morgan Private Wealth Advisors reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q4 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,186 ARK Blockchain & Fintech Innovation ETF shares in Q4 2022, an estimated $157K.
JP Morgan Private Wealth Advisors first reported a position in ARK Blockchain & Fintech Innovation ETF in Q1 2021 and held it in 7 quarters.
JP Morgan Private Wealth Advisors's ARK Blockchain & Fintech Innovation ETF position peaked at $1.52M in Q3 2021.
201 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.