JPMPWA
J.P. Morgan Private Wealth Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.01M | Buy |
188,906
+2,408
| +1% | +$102K | 0.02% | 411 |
|
|
2023
Q2 | $7.75M | Sell |
186,498
-19,757
| -10% | -$821K | 0.04% | 271 |
|
|
2023
Q1 | $8.24M | Sell |
206,255
-10,104
| -5% | -$404K | 0.02% | 479 |
|
|
2022
Q4 | $8.82M | Buy |
216,359
+176
| +0.1% | +$7.17K | 0.02% | 445 |
|
|
2022
Q3 | $8.1M | Buy |
216,183
+251
| +0.1% | +$9.41K | 0.02% | 437 |
|
|
2022
Q2 | $8.23M | Buy |
215,932
+175
| +0.1% | +$6.67K | 0.02% | 450 |
|
|
2022
Q1 | $9.22M | Sell |
215,757
-1,672
| -0.8% | -$71.4K | 0.02% | 462 |
|
|
2021
Q4 | $7.68M | Buy |
217,429
+3,999
| +2% | +$141K | 0.02% | 503 |
|
|
2021
Q3 | $7.66M | Sell |
213,430
-14,059
| -6% | -$505K | 0.02% | 483 |
|
|
2021
Q2 | $8.27M | Buy |
227,489
+39,043
| +21% | +$1.42M | 0.02% | 461 |
|
|
2021
Q1 | $5.96M | Sell |
188,446
-74,386
| -28% | -$2.35M | 0.02% | 471 |
|
|
2020
Q4 | $7.08M | Sell |
262,832
-2,988
| -1% | -$80.5K | 0.02% | 408 |
|
|
2020
Q3 | $5.87M | Sell |
265,820
-23,202
| -8% | -$512K | 0.02% | 397 |
|
|
2020
Q2 | $7.19M | Sell |
289,022
-2,207,168
| -88% | -$13.5M | 0.03% | 324 |
|
|
2020
Q1 | $15.3M | Sell |
2,496,190
-511,906
| -17% | -$3.14M | 0.09% | 206 |
|
|
2019
Q4 | $36.9M | Buy |
3,008,096
+1,800,235
| +149% | +$22.1M | 0.17% | 135 |
|
|
2019
Q3 | $14.9M | Sell |
1,207,861
-1,255,980
| -51% | -$15.4M | 0.08% | 228 |
|
|
2019
Q2 | $31.9M | Sell |
2,463,841
-23,800
| -1% | -$308K | 0.17% | 135 |
|
|
2019
Q1 | $32.8M | Sell |
2,487,641
-137,986
| -5% | -$1.82M | 0.17% | 136 |
|
|
2018
Q4 | $28.7M | Buy |
+2,625,627
| New | +$28.7M | 0.17% | 132 |
|