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JP Morgan Private Wealth Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$4.7M Buy
188,635
+39,235
+26% +$1.02M 0.01% 515
2023
Q2 		$3.9M Sell
149,400
-831
-0.6% -$21.6K 0.02% 382
2023
Q1 		$3.87M Buy
150,231
+744
+0.5% +$18.9K 0.01% 655
2022
Q4 		$3.6M Buy
149,487
+85
+0.1% +$1.98K 0.01% 666
2022
Q3 		$3.17M Buy
149,402
+1,814
+1% +$42.7K 0.01% 694
2022
Q2 		$3.51M Buy
+147,588
New +$3.77M 0.01% 672
2021
Q4 		– Sell
-6,986
Closed -$202K – 2004
2021
Q3 		$202K Sell
6,986
-40
-0.6% -$1.2K ﹤0.01% 1859
2021
Q2 		$212K Sell
7,026
-923
-12% -$27.8K ﹤0.01% 1815
2021
Q1 		$230K Sell
7,949
-1,154
-13% -$33.4K ﹤0.01% 1633
2020
Q4 		$252K Sell
9,103
-231
-2% -$5.99K ﹤0.01% 1568
2020
Q3 		$224K Sell
9,334
-1,927
-17% -$46.5K ﹤0.01% 1482
2020
Q2 		$255K Sell
11,261
-7,806
-41% -$167K ﹤0.01% 1373
2020
Q1 		$376K Hold
19,067
– – ﹤0.01% 1046
2019
Q4 		$491K Buy
19,067
+2,365
+14% +$59.2K ﹤0.01% 1061
2019
Q3 		$402K Buy
16,702
+2,354
+16% +$56.3K ﹤0.01% 1073
2019
Q2 		$351K Buy
14,348
+18
+0.1% +$436 ﹤0.01% 1087
2019
Q1 		$346K Sell
14,330
-9,604
-40% -$225K ﹤0.01% 1148
2018
Q4 		$522K Buy
23,934
+14,793
+162% +$341K ﹤0.01% 953
2018
Q3 		$228K Sell
9,141
-962
-10% -$23.9K ﹤0.01% 1418
2018
Q2 		$249K Sell
10,103
-885
-8% -$22.8K ﹤0.01% 1283
2018
Q1 		$285K Buy
+10,988
New +$291K ﹤0.01% 1062

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 26% in Q3 2023, buying an estimated $1.02M and bringing the position to 188,635 shares worth $4.7M. The position accounts for 0.01% of the portfolio, ranked #515.

JP Morgan Private Wealth Advisors first reported a position in CWI in Q1 2018 and has held it in 21 quarters since. 199 funds tracked by Wall St. Rank hold CWI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 188,635 shares of State Street SPDR MSCI ACWI ex-US ETF worth $4.7M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 39,235 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2023, an estimated $1.02M.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #515 holding.
  • JP Morgan Private Wealth Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2018 and has held it in 21 quarters since.
  • 199 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2023.

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