JP Morgan Private Wealth Advisors’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-24,573	Closed	-$1.37M	–	1934
2022 Q1	$1.37M	Hold	24,573	–	–	﹤0.01%	1066
2021 Q4	$1.45M	Hold	24,573	–	–	﹤0.01%	1065
2021 Q3	$1.32M	Hold	24,573	–	–	﹤0.01%	1079
2021 Q2	$1.31M	Hold	24,573	–	–	﹤0.01%	1065
2021 Q1	$1.22M	Sell	24,573 -2,870	-10%	-$137K	﹤0.01%	956
2020 Q4	$1.27M	Hold	27,443	–	–	﹤0.01%	913
2020 Q3	$1.14M	Hold	27,443	–	–	﹤0.01%	835
2020 Q2	$1.05M	Hold	27,443	–	–	﹤0.01%	794
2020 Q1	$874K	Hold	27,443	–	–	0.01%	750
2019 Q4	$1.08M	Hold	27,443	–	–	﹤0.01%	773
2019 Q3	$1M	Hold	27,443	–	–	0.01%	749
2019 Q2	$983K	Buy	+27,443	New	+$970K	0.01%	756

Other funds holding CATH

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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CATH Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q2 2022, closing a stake of 24,573 shares — an estimated $1.37M sold.

JP Morgan Private Wealth Advisors first reported a position in CATH in Q2 2019 and held it in 12 quarters. The position peaked at $1.45M in Q4 2021. 114 funds tracked by Wall St. Rank hold CATH as of Q2 2022.

JP Morgan Private Wealth Advisors reported no remaining Global X S&P 500 Catholic Values ETF position as of Q2 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 24,573 Global X S&P 500 Catholic Values ETF shares in Q2 2022, an estimated $1.37M.
JP Morgan Private Wealth Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q2 2019 and held it in 12 quarters.
JP Morgan Private Wealth Advisors's Global X S&P 500 Catholic Values ETF position peaked at $1.45M in Q4 2021.
114 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.