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JP Morgan Private Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DIA Stock Details DIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$42.7M Buy
127,370
+4,590
+4% +$1.59M 0.12% 176
2023
Q2 		$42.2M Sell
122,780
-2,680
-2% -$902K 0.22% 98
2023
Q1 		$41.7M Buy
125,460
+1,160
+0.9% +$385K 0.09% 208
2022
Q4 		$41.2M Buy
124,300
+22,505
+22% +$7.32M 0.09% 201
2022
Q3 		$29.2M Buy
101,795
+1,813
+2% +$576K 0.08% 231
2022
Q2 		$30.8M Buy
99,982
+4,297
+4% +$1.41M 0.08% 227
2022
Q1 		$33.2M Sell
95,685
-1,710
-2% -$593K 0.07% 246
2021
Q4 		$35.4M Buy
97,395
+12,530
+15% +$4.45M 0.08% 235
2021
Q3 		$28.7M Buy
84,865
+85
+0.1% +$29.7K 0.07% 255
2021
Q2 		$29.2M Buy
84,780
+15,050
+22% +$5.14M 0.08% 247
2021
Q1 		$23M Sell
69,730
-3,093
-4% -$976K 0.07% 241
2020
Q4 		$22.3M Sell
72,823
-2,141
-3% -$623K 0.07% 238
2020
Q3 		$20.8M Buy
74,964
+2,452
+3% +$670K 0.08% 212
2020
Q2 		$18.7M Sell
72,512
-12,352
-15% -$3.04M 0.09% 196
2020
Q1 		$18.6M Sell
84,864
-14,604
-15% -$3.88M 0.11% 180
2019
Q4 		$28.4M Sell
99,468
-3,940
-4% -$1.09M 0.13% 160
2019
Q3 		$27.8M Sell
103,408
-1,865
-2% -$498K 0.15% 149
2019
Q2 		$28M Sell
105,273
-8,035
-7% -$2.1M 0.15% 149
2019
Q1 		$29.4M Sell
113,308
-2,182
-2% -$549K 0.15% 148
2018
Q4 		$26.9M Buy
115,490
+1,246
+1% +$311K 0.16% 139
2018
Q3 		$30.2M Buy
114,244
+5,107
+5% +$1.31M 0.15% 157
2018
Q2 		$26.5M Buy
109,137
+84,849
+349% +$20.8M 0.15% 153
2018
Q1 		$5.86M Buy
24,288
+2,703
+13% +$679K 0.04% 302
2017
Q4 		$5.34M Buy
21,585
+378
+2% +$89.5K 0.04% 323
2017
Q3 		$4.75M Sell
21,207
-60
-0.3% -$13.1K 0.03% 322
2017
Q2 		$4.54M Sell
21,267
-1,363
-6% -$286K 0.03% 313
2017
Q1 		$4.67M Buy
22,630
+945
+4% +$193K 0.04% 317
2016
Q4 		$4.28M Buy
21,685
+2,768
+15% +$522K 0.04% 306
2016
Q3 		$3.46M Sell
18,917
-6,472
-25% -$1.19M 0.03% 335
2016
Q2 		$4.54M Buy
25,389
+7,766
+44% +$1.38M 0.04% 284
2016
Q1 		$3.11M Sell
17,623
-12,468
-41% -$2.08M 0.03% 313
2015
Q4 		$5.24M Buy
30,091
+3,893
+15% +$680K 0.05% 232
2015
Q3 		$4.26M Buy
26,198
+1,976
+8% +$337K 0.05% 240
2015
Q2 		$4.26M Buy
24,222
+5,122
+27% +$922K 0.05% 260
2015
Q1 		$3.39M Buy
19,100
+1,154
+6% +$205K 0.04% 293
2014
Q4 		$3.19M Buy
17,946
+4,373
+32% +$758K 0.04% 300
2014
Q3 		$2.31M Sell
13,573
-4,008
-23% -$679K 0.03% 347
2014
Q2 		$2.95M Buy
17,581
+5,888
+50% +$976K 0.05% 249
2014
Q1 		$1.92M Sell
11,693
-562
-5% -$90.8K 0.04% 290
2013
Q4 		$2.03M Sell
12,255
-635
-5% -$99.8K 0.04% 252
2013
Q3 		$1.95M Buy
12,890
+935
+8% +$143K 0.04% 247
2013
Q2 		$1.78M Buy
+11,955
New +$1.79M 0.04% 257

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.7% in Q3 2023, buying an estimated $1.59M and bringing the position to 127,370 shares worth $42.7M. The position accounts for 0.12% of the portfolio, ranked #176.

JP Morgan Private Wealth Advisors first reported a position in DIA in Q2 2013 and has held it in 42 quarters since. 1,027 funds tracked by Wall St. Rank hold DIA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 127,370 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $42.7M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 4,590 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2023, an estimated $1.59M.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.12% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #176 holding.
  • JP Morgan Private Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 42 quarters since.
  • 1,027 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2023.

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