J.P. Morgan Private Wealth Advisors’s SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.01M Sell
9,051
-500
-5% -$56.1K ﹤0.01% 965
2023
Q2
$1.16M Sell
9,551
-860
-8% -$105K 0.01% 723
2023
Q1
$1.22M Sell
10,411
-170
-2% -$19.9K ﹤0.01% 1081
2022
Q4
$1.16M Buy
10,581
+713
+7% +$78.5K ﹤0.01% 1077
2022
Q3
$905K Sell
9,868
-250
-2% -$22.9K ﹤0.01% 1189
2022
Q2
$1.02M Sell
10,118
-188
-2% -$18.9K ﹤0.01% 1142
2022
Q1
$1.29M Sell
10,306
-22,197
-68% -$2.77M ﹤0.01% 1092
2021
Q4
$3.79M Buy
32,503
+22,282
+218% +$2.6M 0.01% 691
2021
Q3
$1.22M Buy
10,221
+210
+2% +$25K ﹤0.01% 1119
2021
Q2
$1.32M Buy
10,011
+85
+0.9% +$11.2K ﹤0.01% 1059
2021
Q1
$1.25M Sell
9,926
-320
-3% -$40.2K ﹤0.01% 947
2020
Q4
$1.18M Sell
10,246
-4,146
-29% -$476K ﹤0.01% 943
2020
Q3
$1.26M Sell
14,392
-482
-3% -$42.1K ﹤0.01% 799
2020
Q2
$1.3M Sell
14,874
-1,510
-9% -$132K 0.01% 716
2020
Q1
$1.25M Buy
16,384
+1,009
+7% +$76.8K 0.01% 643
2019
Q4
$1.68M Buy
15,375
+930
+6% +$101K 0.01% 648
2019
Q3
$1.54M Buy
14,445
+920
+7% +$98.3K 0.01% 638
2019
Q2
$1.41M Buy
13,525
+60
+0.4% +$6.24K 0.01% 665
2019
Q1
$1.24M Buy
13,465
+1,270
+10% +$117K 0.01% 729
2018
Q4
$962K Hold
12,195
0.01% 759
2018
Q3
$1.21M Hold
12,195
0.01% 768
2018
Q2
$1.06M Buy
12,195
+2,110
+21% +$184K 0.01% 753
2018
Q1
$876K Buy
10,085
+100
+1% +$8.69K 0.01% 682
2017
Q4
$834K Sell
9,985
-30
-0.3% -$2.51K 0.01% 716
2017
Q3
$799K Sell
10,015
-6,850
-41% -$546K 0.01% 691
2017
Q2
$1.19M Buy
16,865
+665
+4% +$46.8K 0.01% 573
2017
Q1
$1.08M Buy
16,200
+6,815
+73% +$456K 0.01% 606
2016
Q4
$595K Buy
9,385
+4,440
+90% +$281K 0.01% 745
2016
Q3
$288K Buy
4,945
+700
+16% +$40.8K ﹤0.01% 1004
2016
Q2
$237K Buy
+4,245
New +$237K ﹤0.01% 1078