JMPWA
PTIX

JP Morgan Private Wealth Advisors’s Performance Technologies PTIX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PTIX Stock Details PTIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-313
Closed -$14K – 2005
2022
Q1 		$14K Buy
+313
New +$18.6K ﹤0.01% 1979
2021
Q4 		– Sell
-188
Closed -$20K – 2035
2021
Q3 		$20K Buy
+188
New +$22.6K ﹤0.01% 1929

Other funds holding PTIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $173M AUM 33.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Performance Technologies (PTIX) in Q2 2022, closing a stake of 313 shares — an estimated $14K sold.

JP Morgan Private Wealth Advisors first reported a position in PTIX in Q3 2021 and held it in 2 quarters. The position peaked at $20K in Q3 2021. 12 funds tracked by Wall St. Rank hold PTIX as of Q2 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Performance Technologies position as of Q2 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 313 Performance Technologies shares in Q2 2022, an estimated $14K.
  • JP Morgan Private Wealth Advisors first reported a position in Performance Technologies in Q3 2021 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Performance Technologies position peaked at $20K in Q3 2021.
  • 12 funds tracked by Wall St. Rank held Performance Technologies as of Q2 2022.

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