JP Morgan Private Wealth Advisors’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$209K	Buy	+3,976	New	+$219K	﹤0.01%	1617
2022 Q4	–	Sell	-6,198	Closed	-$279K	–	1927
2022 Q3	$279K	Sell	6,198 -478	-7%	-$25.3K	﹤0.01%	1681
2022 Q2	$334K	Sell	6,676 -11,640	-64%	-$653K	﹤0.01%	1606
2022 Q1	$1.24M	Sell	18,316 -3,528	-16%	-$234K	﹤0.01%	1109
2021 Q4	$1.68M	Sell	21,844 -15,779	-42%	-$1.29M	﹤0.01%	982
2021 Q3	$2.94M	Buy	37,623 +13,233	+54%	+$1.08M	0.01%	746
2021 Q2	$2.1M	Buy	24,390 +16,129	+195%	+$1.33M	0.01%	856
2021 Q1	$693K	Buy	+8,261	New	+$726K	﹤0.01%	1200

Other funds holding ARKQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ARKQ Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in ARK Autonomous Technology & Robotics ETF (ARKQ) in Q3 2023: 3,976 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1617 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in ARKQ as recently as Q3 2022.

JP Morgan Private Wealth Advisors first reported a position in ARKQ in Q1 2021 and has held it in 8 quarters since. The position peaked at $2.94M in Q3 2021. 177 funds tracked by Wall St. Rank hold ARKQ as of Q3 2023.

JP Morgan Private Wealth Advisors held 3,976 shares of ARK Autonomous Technology & Robotics ETF worth $209K as of Q3 2023.
ARK Autonomous Technology & Robotics ETF was a new JP Morgan Private Wealth Advisors position in Q3 2023.
ARK Autonomous Technology & Robotics ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1617 holding.
JP Morgan Private Wealth Advisors first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2021 and has held it in 8 quarters since.
JP Morgan Private Wealth Advisors's ARK Autonomous Technology & Robotics ETF position peaked at $2.94M in Q3 2021.
177 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.