JP Morgan Private Wealth Advisors’s Global X Cybersecurity ETF BUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$486K	Hold	19,996	–	–	﹤0.01%	1259
2023 Q2	$485K	Hold	19,996	–	–	﹤0.01%	1039
2023 Q1	$469K	Sell	19,996 -100	-0.5%	-$2.22K	﹤0.01%	1503
2022 Q4	$417K	Sell	20,096 -30	-0.1%	-$691	﹤0.01%	1544
2022 Q3	$484K	Sell	20,126 -6,044	-23%	-$159K	﹤0.01%	1472
2022 Q2	$654K	Sell	26,170 -20	-0.1%	-$551	﹤0.01%	1338
2022 Q1	$823K	Sell	26,190 -1,085	-4%	-$32K	﹤0.01%	1306
2021 Q4	$867K	Buy	27,275 +4,796	+21%	+$155K	﹤0.01%	1318
2021 Q3	$686K	Buy	+22,479	New	+$690K	﹤0.01%	1379

Other funds holding BUG

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its Global X Cybersecurity ETF (BUG) position steady in Q3 2023 at 19,996 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

JP Morgan Private Wealth Advisors first reported a position in BUG in Q3 2021 and has held it in 9 quarters since. The position peaked at $867K in Q4 2021. 150 funds tracked by Wall St. Rank hold BUG as of Q3 2023.

JP Morgan Private Wealth Advisors held 19,996 shares of Global X Cybersecurity ETF worth $486K as of Q3 2023.
JP Morgan Private Wealth Advisors left its Global X Cybersecurity ETF share count unchanged in Q3 2023.
Global X Cybersecurity ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1259 holding.
JP Morgan Private Wealth Advisors first reported a position in Global X Cybersecurity ETF in Q3 2021 and has held it in 9 quarters since.
JP Morgan Private Wealth Advisors's Global X Cybersecurity ETF position peaked at $867K in Q4 2021.
150 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q3 2023.

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