J.P. Morgan Private Wealth Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$21.2M	Sell	209,088 -16,846	-7%	-$1.71M	0.06%	268
2023 Q2	$24.2M	Sell	225,934 -22,404	-9%	-$2.4M	0.13%	145
2023 Q1	$25.1M	Sell	248,338 -66,732	-21%	-$6.75M	0.05%	281
2022 Q4	$30.9M	Buy	315,070 +36,791	+13%	+$3.61M	0.07%	245
2022 Q3	$23.1M	Sell	278,279 -10,186	-4%	-$844K	0.06%	267
2022 Q2	$25.2M	Buy	288,465 +1,269	+0.4%	+$111K	0.06%	260
2022 Q1	$29.6M	Sell	287,196 -9,072	-3%	-$934K	0.06%	262
2021 Q4	$31.3M	Buy	296,268 +37,865	+15%	+$4.01M	0.07%	248
2021 Q3	$25.3M	Buy	258,403 +10,192	+4%	+$997K	0.06%	272
2021 Q2	$25.4M	Buy	248,211 +31,034	+14%	+$3.18M	0.07%	268
2021 Q1	$21.4M	Buy	217,177 +2,459	+1%	+$242K	0.07%	255
2020 Q4	$19M	Buy	214,718 +15,650	+8%	+$1.39M	0.06%	264
2020 Q3	$15.3M	Sell	199,068 -9,955	-5%	-$766K	0.06%	254
2020 Q2	$14.4M	Buy	209,023 +10,374	+5%	+$713K	0.07%	232
2020 Q1	$11.7M	Sell	198,649 -68,565	-26%	-$4.05M	0.07%	239
2019 Q4	$21.8M	Buy	267,214 +15,787	+6%	+$1.29M	0.1%	191
2019 Q3	$19.5M	Sell	251,427 -25,075	-9%	-$1.95M	0.1%	189
2019 Q2	$21.4M	Sell	276,502 -23,996	-8%	-$1.86M	0.12%	176
2019 Q1	$22.5M	Buy	300,498 +82,496	+38%	+$6.19M	0.12%	178
2018 Q4	$14M	Buy	218,002 +23,070	+12%	+$1.49M	0.09%	215
2018 Q3	$15.3M	Buy	194,932 +2,614	+1%	+$205K	0.07%	236
2018 Q2	$13.8M	Buy	192,318 +20,796	+12%	+$1.49M	0.08%	235
2018 Q1	$12.7M	Buy	171,522 +22,203	+15%	+$1.65M	0.09%	202
2017 Q4	$11.3M	Buy	149,319 +6,781	+5%	+$513K	0.07%	224
2017 Q3	$10.1M	Buy	142,538 +3,111	+2%	+$221K	0.07%	222
2017 Q2	$9.5M	Buy	139,427 +9,979	+8%	+$680K	0.07%	223
2017 Q1	$8.42M	Buy	129,448 +14,867	+13%	+$967K	0.07%	239
2016 Q4	$7.13M	Buy	114,581 +83,592	+270%	+$5.2M	0.06%	234
2016 Q3	$1.81M	Sell	30,989 -1,061	-3%	-$61.9K	0.02%	461
2016 Q2	$1.8M	Sell	32,050 -20,291	-39%	-$1.14M	0.02%	467
2016 Q1	$2.9M	Sell	52,341 -145,557	-74%	-$8.07M	0.03%	325
2015 Q4	$10.5M	Buy	197,898 +161,856	+449%	+$8.58M	0.11%	177
2015 Q3	$1.8M	Sell	36,042 -27,538	-43%	-$1.37M	0.02%	354
2015 Q2	$3.44M	Buy	63,580 +24,183	+61%	+$1.31M	0.04%	292
2015 Q1	$2.2M	Buy	39,397 +1,204	+3%	+$67.1K	0.03%	358
2014 Q4	$2.16M	Sell	38,193 -488	-1%	-$27.6K	0.03%	364
2014 Q3	$2.06M	Sell	38,681 -15,742	-29%	-$837K	0.03%	368
2014 Q2	$2.94M	Buy	54,423 +28,324	+109%	+$1.53M	0.05%	251
2014 Q1	$1.37M	Buy	26,099 +415	+2%	+$21.7K	0.03%	344
2013 Q4	$1.34M	Buy	25,684 +9,409	+58%	+$492K	0.03%	307
2013 Q3	$755K	Sell	16,275 -372	-2%	-$17.3K	0.02%	369
2013 Q2	$710K	Buy	+16,647	New	+$710K	0.02%	365