J.P. Morgan Private Wealth Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio DIA Stock Details DIA Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$42.7M	Buy	127,370 +4,590	+4%	+$1.54M	0.12%	176
2023 Q2	$42.2M	Sell	122,780 -2,680	-2%	-$922K	0.22%	98
2023 Q1	$41.7M	Buy	125,460 +1,160	+0.9%	+$386K	0.09%	208
2022 Q4	$41.2M	Buy	124,300 +22,505	+22%	+$7.46M	0.09%	201
2022 Q3	$29.2M	Buy	101,795 +1,813	+2%	+$521K	0.08%	231
2022 Q2	$30.8M	Buy	99,982 +4,297	+4%	+$1.32M	0.08%	227
2022 Q1	$33.2M	Sell	95,685 -1,710	-2%	-$593K	0.07%	246
2021 Q4	$35.4M	Buy	97,395 +12,530	+15%	+$4.55M	0.08%	235
2021 Q3	$28.7M	Buy	84,865 +85	+0.1%	+$28.8K	0.07%	255
2021 Q2	$29.2M	Buy	84,780 +15,050	+22%	+$5.19M	0.08%	247
2021 Q1	$23M	Sell	69,730 -3,093	-4%	-$1.02M	0.07%	241
2020 Q4	$22.3M	Sell	72,823 -2,141	-3%	-$655K	0.07%	238
2020 Q3	$20.8M	Buy	74,964 +2,452	+3%	+$680K	0.08%	212
2020 Q2	$18.7M	Sell	72,512 -12,352	-15%	-$3.19M	0.09%	196
2020 Q1	$18.6M	Sell	84,864 -14,604	-15%	-$3.2M	0.11%	180
2019 Q4	$28.4M	Sell	99,468 -3,940	-4%	-$1.12M	0.13%	160
2019 Q3	$27.8M	Sell	103,408 -1,865	-2%	-$502K	0.15%	149
2019 Q2	$28M	Sell	105,273 -8,035	-7%	-$2.14M	0.15%	149
2019 Q1	$29.4M	Sell	113,308 -2,182	-2%	-$565K	0.15%	148
2018 Q4	$26.9M	Buy	115,490 +1,246	+1%	+$291K	0.16%	139
2018 Q3	$30.2M	Buy	114,244 +5,107	+5%	+$1.35M	0.15%	157
2018 Q2	$26.5M	Buy	109,137 +84,849	+349%	+$20.6M	0.15%	153
2018 Q1	$5.86M	Buy	24,288 +2,703	+13%	+$652K	0.04%	302
2017 Q4	$5.34M	Buy	21,585 +378	+2%	+$93.5K	0.04%	323
2017 Q3	$4.75M	Sell	21,207 -60	-0.3%	-$13.4K	0.03%	322
2017 Q2	$4.54M	Sell	21,267 -1,363	-6%	-$291K	0.03%	313
2017 Q1	$4.67M	Buy	22,630 +945	+4%	+$195K	0.04%	317
2016 Q4	$4.28M	Buy	21,685 +2,768	+15%	+$547K	0.04%	306
2016 Q3	$3.46M	Sell	18,917 -6,472	-25%	-$1.18M	0.03%	335
2016 Q2	$4.54M	Buy	25,389 +7,766	+44%	+$1.39M	0.04%	284
2016 Q1	$3.11M	Sell	17,623 -12,468	-41%	-$2.2M	0.03%	313
2015 Q4	$5.24M	Buy	30,091 +3,893	+15%	+$677K	0.05%	232
2015 Q3	$4.26M	Buy	26,198 +1,976	+8%	+$321K	0.05%	240
2015 Q2	$4.26M	Buy	24,222 +5,122	+27%	+$901K	0.05%	260
2015 Q1	$3.39M	Buy	19,100 +1,154	+6%	+$205K	0.04%	293
2014 Q4	$3.19M	Buy	17,946 +4,373	+32%	+$778K	0.04%	300
2014 Q3	$2.31M	Sell	13,573 -4,008	-23%	-$682K	0.03%	347
2014 Q2	$2.95M	Buy	17,581 +5,888	+50%	+$989K	0.05%	249
2014 Q1	$1.92M	Sell	11,693 -562	-5%	-$92.3K	0.04%	290
2013 Q4	$2.03M	Sell	12,255 -635	-5%	-$105K	0.04%	252
2013 Q3	$1.95M	Buy	12,890 +935	+8%	+$141K	0.04%	247
2013 Q2	$1.78M	Buy	+11,955	New	+$1.78M	0.04%	257