JWA
XPEV icon

JFS Wealth Advisors’s XPeng XPEV Stock Holding History

JFS Wealth Advisors’s Portfolio XPEV Stock Details XPEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.91K Hold
597
– – ﹤0.01% 1113
2026
Q1 		$10.2K Sell
597
-26
-4% -$482 ﹤0.01% 943
2025
Q4 		$12.6K Hold
623
– – ﹤0.01% 900
2025
Q3 		$14.6K Hold
623
– – ﹤0.01% 770
2025
Q2 		$11.1K Hold
623
– – ﹤0.01% 834
2025
Q1 		$12.9K Hold
623
– – ﹤0.01% 797
2024
Q4 		$7.36K Buy
623
+47
+8% +$581 ﹤0.01% 962
2024
Q3 		$7.02K Buy
576
+405
+237% +$3.36K ﹤0.01% 987
2024
Q2 		$1.25K Buy
+171
New +$1.35K ﹤0.01% 1610
2024
Q1 		– Sell
-46
Closed -$672 – 2041
2023
Q4 		$672 Buy
46
+1
+2% +$16 ﹤0.01% 1743
2023
Q3 		$827 Buy
+45
New +$763 ﹤0.01% 1639

Other funds holding XPEV

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return