JMPWA
AZIO

JP Morgan Private Wealth Advisors’s Azio AI Holdings AZIO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AZIO Stock Details AZIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$44.2K Hold
2,795
– – ﹤0.01% 1705
2023
Q2 		$58.7K Hold
2,795
– – ﹤0.01% 1452
2023
Q1 		$88K Hold
2,795
– – ﹤0.01% 1903
2022
Q4 		$59.5K Hold
2,795
– – ﹤0.01% 1900
2022
Q3 		$130K Buy
+2,795
New +$140K ﹤0.01% 1861

Other funds holding AZIO

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return