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JP Morgan Private Wealth Advisors’s Catheter Precision VTAK Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VTAK Stock Details VTAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2
Closed -$8K – 2031
2022
Q1 		$8K Buy
+2
New +$13.6K ﹤0.01% 1992

Other funds holding VTAK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
BLAM
Bourne Lent Asset Management Pawling, New York $272M AUM 30.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Catheter Precision (VTAK) in Q2 2022, closing a stake of 2 shares — an estimated $8K sold.

JP Morgan Private Wealth Advisors first reported a position in VTAK in Q1 2022 and held it in 1 quarter. The position peaked at $8K in Q1 2022. 16 funds tracked by Wall St. Rank hold VTAK as of Q2 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Catheter Precision position as of Q2 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2 Catheter Precision shares in Q2 2022, an estimated $8K.
  • JP Morgan Private Wealth Advisors first reported a position in Catheter Precision in Q1 2022 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Catheter Precision position peaked at $8K in Q1 2022.
  • 16 funds tracked by Wall St. Rank held Catheter Precision as of Q2 2022.

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