JP Morgan Chase
XWEL icon

JP Morgan Chase’s XWELL XWEL Stock Holding History

JP Morgan Chase’s Portfolio XWEL Stock Details XWEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15
Closed -$23 – 7786
2024
Q4 		$23 Buy
+15
New +$24 ﹤0.01% 7252
2023
Q4 		– Sell
-5
Closed -$11 – 7916
2023
Q3 		$11 Buy
+5
New +$22 ﹤0.01% 7286
2022
Q3 		– Sell
-174
Closed -$2K – 6909
2022
Q2 		$2K Buy
+174
New +$3.06K ﹤0.01% 6313
2021
Q4 		– Sell
-7,424
Closed -$235K – 7010
2021
Q3 		$218K Buy
7,424
+1,907
+35% +$61.3K ﹤0.01% 5182
2021
Q2 		$170K Buy
+5,517
New +$157K ﹤0.01% 5315
2020
Q4 		– Sell
-325
Closed -$12K – 5975
2020
Q3 		$12K Buy
+325
New +$19K ﹤0.01% 5238

Other funds holding XWEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

JP Morgan Chase's XWEL Position: Q1 2025 in Review

JP Morgan Chase sold out of XWELL (XWEL) in Q1 2025, closing a stake of 15 shares — an estimated $23 sold.

JP Morgan Chase first reported a position in XWEL in Q3 2020 and held it in 6 quarters. The position peaked at $218K in Q3 2021. 17 funds tracked by Wall St. Rank hold XWEL as of Q1 2025.

  • JP Morgan Chase reported no remaining XWELL position as of Q1 2025 after selling out during the quarter.
  • JP Morgan Chase sold 15 XWELL shares in Q1 2025, an estimated $23.
  • JP Morgan Chase first reported a position in XWELL in Q3 2020 and held it in 6 quarters.
  • JP Morgan Chase's XWELL position peaked at $218K in Q3 2021.
  • 17 funds tracked by Wall St. Rank held XWELL as of Q1 2025.

Based on JP Morgan Chase's 13F filing for Q1 2025, filed 12 May 2025.