JP Morgan Private Wealth Advisors’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AIQ Stock Details AIQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.1M	Buy	78,064 +14,419	+23%	+$405K	0.01%	717
2023 Q2	$1.78M	Buy	63,645 +53,219	+510%	+$1.35M	0.01%	605
2023 Q1	$256K	Buy	+10,426	New	+$237K	﹤0.01%	1739

Other funds holding AIQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AIQ Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 23% in Q3 2023, buying an estimated $405K and bringing the position to 78,064 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #717.

JP Morgan Private Wealth Advisors first reported a position in AIQ in Q1 2023 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold AIQ as of Q3 2023.

JP Morgan Private Wealth Advisors held 78,064 shares of Global X Artificial Intelligence & Technology ETF worth $2.1M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 14,419 Global X Artificial Intelligence & Technology ETF shares in Q3 2023, an estimated $405K.
Global X Artificial Intelligence & Technology ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #717 holding.
JP Morgan Private Wealth Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2023 and has held it in 3 quarters since.
121 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.