JMPWA
ARKW icon

JP Morgan Private Wealth Advisors’s ARK Web x.0 ETF ARKW Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ARKW Stock Details ARKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,678
Closed -$214K – 1928
2022
Q3 		$214K Sell
4,678
-109
-2% -$5.9K ﹤0.01% 1780
2022
Q2 		$234K Sell
4,787
-377
-7% -$23.4K ﹤0.01% 1770
2022
Q1 		$450K Sell
5,164
-1,552
-23% -$140K ﹤0.01% 1583
2021
Q4 		$796K Sell
6,716
-8,577
-56% -$1.21M ﹤0.01% 1356
2021
Q3 		$2.12M Buy
15,293
+5,055
+49% +$747K 0.01% 878
2021
Q2 		$1.58M Buy
10,238
+3,332
+48% +$478K ﹤0.01% 984
2021
Q1 		$1.02M Buy
+6,906
New +$1.11M ﹤0.01% 1028

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return