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
2022 Q1	–	Sell	-5,000	Closed	-$202K	–	7083
2021 Q4	$202K	Hold	5,000	–	–	﹤0.01%	5349
2021 Q3	$147K	Hold	5,000	–	–	﹤0.01%	5380
2021 Q2	$154K	Buy	+5,000	New	+$143K	﹤0.01%	5365

Other funds holding XWEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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.