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JP Morgan Private Wealth Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BLOK Stock Details BLOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-9,843
Closed -$224K – 1723
2023
Q2 		$224K Sell
9,843
-323
-3% -$6.49K ﹤0.01% 1352
2023
Q1 		$197K Sell
10,166
-13,500
-57% -$245K ﹤0.01% 1842
2022
Q4 		$358K Sell
23,666
-2,584
-10% -$44.4K ﹤0.01% 1596
2022
Q3 		$486K Sell
26,250
-1,712
-6% -$35.9K ﹤0.01% 1470
2022
Q2 		$507K Sell
27,962
-11,665
-29% -$285K ﹤0.01% 1448
2022
Q1 		$1.35M Buy
39,627
+345
+0.9% +$11.7K ﹤0.01% 1072
2021
Q4 		$1.58M Buy
39,282
+4,968
+14% +$259K ﹤0.01% 1015
2021
Q3 		$1.53M Buy
34,314
+11,530
+51% +$540K ﹤0.01% 1010
2021
Q2 		$1.09M Sell
22,784
-701
-3% -$34.3K ﹤0.01% 1157
2021
Q1 		$1.31M Buy
23,485
+1,935
+9% +$94K ﹤0.01% 920
2020
Q4 		$754K Buy
21,550
+410
+2% +$11.6K ﹤0.01% 1113
2020
Q3 		$518K Hold
21,140
– – ﹤0.01% 1132
2020
Q2 		$427K Sell
21,140
-3,970
-16% -$73.4K ﹤0.01% 1173
2020
Q1 		$386K Sell
25,110
-6,350
-20% -$114K ﹤0.01% 1031
2019
Q4 		$590K Sell
31,460
-600
-2% -$11.1K ﹤0.01% 984
2019
Q3 		$575K Sell
32,060
-10,900
-25% -$200K ﹤0.01% 955
2019
Q2 		$786K Sell
42,960
-1,475
-3% -$26.3K ﹤0.01% 826
2019
Q1 		$782K Sell
44,435
-5,380
-11% -$90.7K ﹤0.01% 869
2018
Q4 		$736K Sell
49,815
-82,729
-62% -$1.42M ﹤0.01% 848
2018
Q3 		$2.69M Sell
132,544
-4,545
-3% -$91K 0.01% 565
2018
Q2 		$2.66M Buy
137,089
+2,620
+2% +$51.7K 0.01% 536
2018
Q1 		$2.57M Buy
+134,469
New +$2.67M 0.02% 440

Other funds holding BLOK

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Amplify Blockchain Technology ETF (BLOK) in Q3 2023, closing a stake of 9,843 shares — an estimated $224K sold.

JP Morgan Private Wealth Advisors first reported a position in BLOK in Q1 2018 and held it in 22 quarters. The position peaked at $2.69M in Q3 2018. 162 funds tracked by Wall St. Rank hold BLOK as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Amplify Blockchain Technology ETF position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 9,843 Amplify Blockchain Technology ETF shares in Q3 2023, an estimated $224K.
  • JP Morgan Private Wealth Advisors first reported a position in Amplify Blockchain Technology ETF in Q1 2018 and held it in 22 quarters.
  • JP Morgan Private Wealth Advisors's Amplify Blockchain Technology ETF position peaked at $2.69M in Q3 2018.
  • 162 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2023.

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