JP Morgan Chase’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.98M | Sell |
196,780
-3,967
| -2% | -$150K | ﹤0.01% | 3003 |
|
|
2025
Q4 | $7.21M | Sell |
200,747
-281
| -0.1% | -$9.95K | ﹤0.01% | 2989 |
|
|
2025
Q3 | $7.02M | Sell |
201,028
-2,882
| -1% | -$96.5K | ﹤0.01% | 3055 |
|
|
2025
Q2 | $6.66M | Sell |
203,910
-108,086
| -35% | -$3.32M | ﹤0.01% | 2899 |
|
|
2025
Q1 | $9.23M | Buy |
311,996
+116,235
| +59% | +$3.41M | ﹤0.01% | 2618 |
|
|
2024
Q4 | $5.47M | Buy |
195,761
+173,886
| +795% | +$5.08M | ﹤0.01% | 3259 |
|
|
2024
Q3 | $666K | Sell |
21,875
-142,403
| -87% | -$4.13M | ﹤0.01% | 4726 |
|
|
2024
Q2 | $4.65M | Sell |
164,278
-23,148
| -12% | -$656K | ﹤0.01% | 3090 |
|
|
2024
Q1 | $5.32M | Buy |
187,426
+9,635
| +5% | +$263K | ﹤0.01% | 3053 |
|
|
2023
Q4 | $4.81M | Buy |
177,791
+176,353
| +12,264% | +$4.49M | ﹤0.01% | 3127 |
|
|
2023
Q3 | $35.8K | Buy |
1,438
+211
| +17% | +$5.46K | ﹤0.01% | 5911 |
|
|
2023
Q2 | $32.1K | Buy |
1,227
+1,111
| +958% | +$28.9K | ﹤0.01% | 5818 |
|
|
2023
Q1 | $2.98K | Buy |
+116
| New | +$2.95K | ﹤0.01% | 6384 |
|
|
2022
Q1 | – | Sell |
-408
| Closed | -$12K | – | 6663 |
|
|
2021
Q4 | $12K | Hold |
408
| – | – | ﹤0.01% | 6297 |
|
|
2021
Q3 | $12K | Hold |
408
| – | – | ﹤0.01% | 6133 |
|
|
2021
Q2 | $12K | Hold |
408
| – | – | ﹤0.01% | 6012 |
|
|
2021
Q1 | $12K | Sell |
408
-1,320
| -76% | -$38.2K | ﹤0.01% | 5773 |
|
|
2020
Q4 | $48K | Hold |
1,728
| – | – | ﹤0.01% | 5165 |
|
|
2020
Q3 | $41K | Sell |
1,728
-3,180
| -65% | -$76.7K | ﹤0.01% | 4996 |
|
|
2020
Q2 | $111K | Sell |
4,908
-775,712
| -99% | -$16.6M | ﹤0.01% | 4528 |
|
|
2020
Q1 | $15.4M | Buy |
780,620
+772,426
| +9,427% | +$18.2M | ﹤0.01% | 1430 |
|
|
2019
Q4 | $211K | Sell |
8,194
-2
| -0% | -$50 | ﹤0.01% | 4647 |
|
|
2019
Q3 | $197K | Buy |
8,196
+139
| +2% | +$3.32K | ﹤0.01% | 4640 |
|
|
2019
Q2 | $196K | Buy |
8,057
+27
| +0.3% | +$654 | ﹤0.01% | 4676 |
|
|
2019
Q1 | $194K | Hold |
8,030
| – | – | ﹤0.01% | 4637 |
|
|
2018
Q4 | $175K | Buy |
8,030
+3,530
| +78% | +$81.3K | ﹤0.01% | 4644 |
|
|
2018
Q3 | $112K | Hold |
4,500
| – | – | ﹤0.01% | 4906 |
|
|
2018
Q2 | $111K | Buy |
+4,500
| New | +$116K | ﹤0.01% | 4800 |
|
|
2017
Q4 | – | Sell |
-300
| Closed | -$8K | – | 5451 |
|
|
2017
Q3 | $8K | Buy |
+300
| New | +$7.38K | ﹤0.01% | 4747 |
|
Other funds holding CWI
MFG
APP
GI
HCM