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JP Morgan Private Wealth Advisors’s ESS Tech GWH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GWH Stock Details GWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-846
Closed -$52K – 1957
2022
Q3 		$52K Hold
846
– – ﹤0.01% 1895
2022
Q2 		$36K Buy
+846
New +$59.3K ﹤0.01% 1901

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Vanguard Group
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State Street
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KL
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Geode Capital Management
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First Trust Advisors
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Private Wealth Advisors's GWH Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of ESS Tech (GWH) in Q4 2022, closing a stake of 846 shares — an estimated $52K sold.

JP Morgan Private Wealth Advisors first reported a position in GWH in Q2 2022 and held it in 2 quarters. The position peaked at $52K in Q3 2022. 107 funds tracked by Wall St. Rank hold GWH as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining ESS Tech position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 846 ESS Tech shares in Q4 2022, an estimated $52K.
  • JP Morgan Private Wealth Advisors first reported a position in ESS Tech in Q2 2022 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's ESS Tech position peaked at $52K in Q3 2022.
  • 107 funds tracked by Wall St. Rank held ESS Tech as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.