J.P. Morgan Private Wealth Advisors LLC - ARK ETF TR ownership

ARK ETF TR's ticker is ARKQ and the CUSIP is 00214Q203. A total of 1 filers reported holding ARK ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ARK ETF TR
ValueSharesWeighting
Q3 2023$208,581
-25.2%
3,976
-35.9%
0.00%0.0%
Q3 2022$279,000
-16.5%
6,198
-7.2%
0.00%0.0%
Q2 2022$334,000
-73.0%
6,676
-63.6%
0.00%
-66.7%
Q1 2022$1,239,000
-26.3%
18,316
-16.2%
0.00%
-25.0%
Q4 2021$1,682,000
-42.7%
21,844
-41.9%
0.00%
-42.9%
Q3 2021$2,936,000
+39.6%
37,623
+54.3%
0.01%
+40.0%
Q2 2021$2,103,000
+203.5%
24,390
+195.2%
0.01%
+150.0%
Q1 2021$693,0008,2610.00%
Other shareholders
ARK ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Miller Investment Management, LP 745,765$64,292,00011.19%
Hartford Financial Management Inc. 134,934$11,633,0002.89%
New England Investment & Retirement Group, Inc. 127,846$11,022,0002.40%
PEAK FINANCIAL ADVISORS LLC 29,091$2,508,0002.16%
Stevard, LLC 18,976$1,636,0001.26%
SOA Wealth Advisors, LLC. 52,861$4,557,0001.17%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 55,368$4,774,0001.12%
Interchange Capital Partners, LLC 6,357$548,0000.85%
Oxinas Partners Wealth Management LLC 15,468$1,334,0000.76%
SageGuard Financial Group, LLC 18,204$1,569,0000.71%
View complete list of ARK ETF TR shareholders