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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$838K	Sell	33,915 -3,870	-10%	-$104K	﹤0.01%	1049
2023 Q2	$1.09M	Sell	37,785 -473	-1%	-$12.5K	0.01%	739
2023 Q1	$976K	Sell	38,258 -10,669	-22%	-$251K	﹤0.01%	1175
2022 Q4	$1.01M	Sell	48,927 -14,846	-23%	-$299K	﹤0.01%	1144
2022 Q3	$1.15M	Sell	63,773 -22,852	-26%	-$482K	﹤0.01%	1066
2022 Q2	$1.76M	Sell	86,625 -22,837	-21%	-$540K	﹤0.01%	886
2022 Q1	$3.17M	Buy	109,462 +47,827	+78%	+$1.42M	0.01%	748
2021 Q4	$2.21M	Buy	61,635 +1,585	+3%	+$58.4K	﹤0.01%	867
2021 Q3	$2.2M	Buy	60,050 +9,832	+20%	+$353K	0.01%	861
2021 Q2	$1.75M	Buy	50,218 +44,093	+720%	+$1.51M	﹤0.01%	931
2021 Q1	$203K	Sell	6,125 -13,560	-69%	-$464K	﹤0.01%	1685
2020 Q4	$652K	Buy	19,685 +12,350	+168%	+$378K	﹤0.01%	1183
2020 Q3	$204K	Buy	+7,335	New	+$193K	﹤0.01%	1515

Other funds holding BOTZ

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 10% in Q3 2023, selling an estimated $104K and leaving 33,915 shares worth $838K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

JP Morgan Private Wealth Advisors first reported a position in BOTZ in Q3 2020 and has held it in 13 quarters since. The position peaked at $3.17M in Q1 2022. 307 funds tracked by Wall St. Rank hold BOTZ as of Q3 2023.

JP Morgan Private Wealth Advisors held 33,915 shares of Global X Robotics & Artificial Intelligence ETF worth $838K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 3,870 Global X Robotics & Artificial Intelligence ETF shares in Q3 2023, an estimated $104K.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1049 holding.
JP Morgan Private Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2020 and has held it in 13 quarters since.
JP Morgan Private Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $3.17M in Q1 2022.
307 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2023.

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