JMPWA
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JP Morgan Private Wealth Advisors’s Ubiquiti UI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-659
Closed -$202K – 2076
2021
Q4 		$202K Sell
659
-35
-5% -$10.7K ﹤0.01% 1908
2021
Q3 		$207K Hold
694
– – ﹤0.01% 1843
2021
Q2 		$217K Buy
+694
New +$203K ﹤0.01% 1809
2020
Q1 		– Sell
-1,157
Closed -$219K – 1539
2019
Q4 		$219K Buy
+1,157
New +$187K ﹤0.01% 1361

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