JP Morgan Private Wealth Advisors’s GraniteShares Gold Shares BAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-11,908	Closed	-$229K	–	1923
2022 Q1	$229K	Sell	11,908 -1,107	-9%	-$20.6K	﹤0.01%	1860
2021 Q4	$236K	Sell	13,015 -12,061	-48%	-$215K	﹤0.01%	1847
2021 Q3	$437K	Sell	25,076 -9,083	-27%	-$161K	﹤0.01%	1549
2021 Q2	$601K	Buy	34,159 +4,684	+16%	+$84.4K	﹤0.01%	1409
2021 Q1	$500K	Sell	29,475 -10,935	-27%	-$195K	﹤0.01%	1312
2020 Q4	$763K	Buy	+40,410	New	+$754K	﹤0.01%	1108

Other funds holding BAR

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return

CJFS

Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BAR Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of GraniteShares Gold Shares (BAR) in Q2 2022, closing a stake of 11,908 shares — an estimated $229K sold.

JP Morgan Private Wealth Advisors first reported a position in BAR in Q4 2020 and held it in 6 quarters. The position peaked at $763K in Q4 2020. 112 funds tracked by Wall St. Rank hold BAR as of Q2 2022.

JP Morgan Private Wealth Advisors reported no remaining GraniteShares Gold Shares position as of Q2 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 11,908 GraniteShares Gold Shares shares in Q2 2022, an estimated $229K.
JP Morgan Private Wealth Advisors first reported a position in GraniteShares Gold Shares in Q4 2020 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's GraniteShares Gold Shares position peaked at $763K in Q4 2020.
112 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.