J.P. Morgan Private Wealth Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$16.4M	Sell	238,941 -39,859	-14%	-$2.74M	0.05%	301
2023 Q2	$20.7M	Sell	278,800 -52,642	-16%	-$3.9M	0.11%	155
2023 Q1	$24.8M	Sell	331,442 -24,168	-7%	-$1.81M	0.05%	283
2022 Q4	$26.5M	Buy	355,610 +20,448	+6%	+$1.52M	0.06%	270
2022 Q3	$22.4M	Buy	335,162 +38,025	+13%	+$2.54M	0.06%	271
2022 Q2	$21.4M	Sell	297,137 -2,303	-0.8%	-$166K	0.05%	275
2022 Q1	$22.7M	Buy	299,440 +18,364	+7%	+$1.39M	0.05%	304
2021 Q4	$21.7M	Buy	281,076 +4,517	+2%	+$348K	0.05%	302
2021 Q3	$19M	Buy	276,559 +736	+0.3%	+$50.7K	0.05%	315
2021 Q2	$19.3M	Buy	275,823 +20,816	+8%	+$1.46M	0.05%	310
2021 Q1	$17.4M	Sell	255,007 -48,717	-16%	-$3.33M	0.06%	297
2020 Q4	$20.5M	Buy	303,724 +4,894	+2%	+$330K	0.07%	252
2020 Q3	$19.2M	Buy	298,830 +2,263	+0.8%	+$145K	0.07%	222
2020 Q2	$17.4M	Sell	296,567 -28,881	-9%	-$1.69M	0.08%	207
2020 Q1	$17.7M	Sell	325,448 -50,846	-14%	-$2.77M	0.1%	186
2019 Q4	$23.7M	Buy	376,294 +70,390	+23%	+$4.43M	0.11%	181
2019 Q3	$18.8M	Buy	305,904 +19,658	+7%	+$1.21M	0.1%	193
2019 Q2	$16.6M	Sell	286,246 -63,927	-18%	-$3.71M	0.09%	209
2019 Q1	$19.6M	Buy	350,173 +117,934	+51%	+$6.62M	0.1%	195
2018 Q4	$11.8M	Buy	232,239 +31,532	+16%	+$1.6M	0.07%	238
2018 Q3	$10.8M	Buy	200,707 +916	+0.5%	+$49.4K	0.05%	282
2018 Q2	$10.3M	Buy	199,791 +96,331	+93%	+$4.96M	0.06%	272
2018 Q1	$5.45M	Buy	103,460 +13,648	+15%	+$718K	0.04%	310
2017 Q4	$5.11M	Buy	89,812 +4,709	+6%	+$268K	0.03%	327
2017 Q3	$4.59M	Sell	85,103 -266	-0.3%	-$14.4K	0.03%	331
2017 Q2	$4.69M	Buy	85,369 +53,497	+168%	+$2.94M	0.04%	307
2017 Q1	$1.74M	Buy	31,872 +10,802	+51%	+$590K	0.01%	493
2016 Q4	$1.09M	Sell	21,070 -2,448	-10%	-$127K	0.01%	576
2016 Q3	$1.25M	Buy	23,518 +2,455	+12%	+$131K	0.01%	538
2016 Q2	$1.16M	Buy	21,063 +4,512	+27%	+$249K	0.01%	561
2016 Q1	$878K	Buy	16,551 +723	+5%	+$38.4K	0.01%	590
2015 Q4	$799K	Sell	15,828 -3,891	-20%	-$196K	0.01%	581
2015 Q3	$931K	Sell	19,719 -3	-0%	-$142	0.01%	489
2015 Q2	$939K	Buy	19,722 +586	+3%	+$27.9K	0.01%	518
2015 Q1	$933K	Sell	19,136 -9	-0%	-$439	0.01%	539
2014 Q4	$928K	Sell	19,145 -2,004	-9%	-$97.1K	0.01%	546
2014 Q3	$954K	Buy	21,149 +1,270	+6%	+$57.3K	0.01%	527
2014 Q2	$887K	Buy	19,879 +72	+0.4%	+$3.21K	0.02%	433
2014 Q1	$853K	Buy	19,807 +687	+4%	+$29.6K	0.02%	431
2013 Q4	$822K	Buy	19,120 +462	+2%	+$19.9K	0.02%	380
2013 Q3	$743K	Sell	18,658 -895	-5%	-$35.6K	0.02%	374
2013 Q2	$776K	Buy	+19,553	New	+$776K	0.02%	355