JP Morgan Private Wealth Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$486K	Buy	+2,443	New	+$578K	﹤0.01%	1256
2023 Q2	–	Sell	-3,872	Closed	-$840K	–	1954
2023 Q1	$840K	Sell	3,872 -1,075	-22%	-$209K	﹤0.01%	1251
2022 Q4	$1.02M	Sell	4,947 -2,153	-30%	-$544K	﹤0.01%	1139
2022 Q3	$1.97M	Buy	7,100 +1,338	+23%	+$340K	0.01%	842
2022 Q2	$1.1M	Buy	5,762 +636	+12%	+$112K	﹤0.01%	1096
2022 Q1	$1.06M	Sell	5,126 -3,037	-37%	-$501K	﹤0.01%	1199
2021 Q4	$1.46M	Sell	8,163 -2,359	-22%	-$465K	﹤0.01%	1063
2021 Q3	$2.17M	Buy	10,522 +298	+3%	+$58.5K	0.01%	869
2021 Q2	$1.94M	Buy	10,224 +6,801	+199%	+$1.11M	0.01%	895
2021 Q1	$446K	Sell	3,423 -2,234	-39%	-$268K	﹤0.01%	1360
2020 Q4	$587K	Buy	+5,657	New	+$490K	﹤0.01%	1226

Other funds holding SWAV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Shockwave Medical, Inc. Common Stock (SWAV) in Q3 2023: 2,443 shares worth $486K. The stake represents ﹤0.01% of the portfolio and ranks #1256 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in SWAV as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in SWAV in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.17M in Q3 2021. 412 funds tracked by Wall St. Rank hold SWAV as of Q3 2023.

JP Morgan Private Wealth Advisors held 2,443 shares of Shockwave Medical, Inc. Common Stock worth $486K as of Q3 2023.
Shockwave Medical, Inc. Common Stock was a new JP Morgan Private Wealth Advisors position in Q3 2023.
Shockwave Medical, Inc. Common Stock made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1256 holding.
JP Morgan Private Wealth Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2020 and has held it in 11 quarters since.
JP Morgan Private Wealth Advisors's Shockwave Medical, Inc. Common Stock position peaked at $2.17M in Q3 2021.
412 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q3 2023.

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