JP Morgan Private Wealth Advisors’s Global X SuperDividend US ETF DIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$162K	Sell	10,000 -129	-1%	-$2.17K	﹤0.01%	1651
2023 Q2	$169K	Hold	10,129	–	–	﹤0.01%	1410
2023 Q1	$177K	Sell	10,129 -12,633	-56%	-$233K	﹤0.01%	1853
2022 Q4	$428K	Sell	22,762 -731	-3%	-$13.8K	﹤0.01%	1531
2022 Q3	$414K	Buy	23,493 +5,568	+31%	+$110K	﹤0.01%	1536
2022 Q2	$349K	Buy	17,925 +1,546	+9%	+$31.7K	﹤0.01%	1583
2022 Q1	$346K	Buy	16,379 +352	+2%	+$7.27K	﹤0.01%	1692
2021 Q4	$334K	Sell	16,027 -2,367	-13%	-$48.1K	﹤0.01%	1705
2021 Q3	$357K	Buy	+18,394	New	+$364K	﹤0.01%	1634

Other funds holding DIV

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Global X SuperDividend US ETF (DIV) stake by 1.3% in Q3 2023, selling an estimated $2.17K and leaving 10,000 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

JP Morgan Private Wealth Advisors first reported a position in DIV in Q3 2021 and has held it in 9 quarters since. The position peaked at $428K in Q4 2022. 110 funds tracked by Wall St. Rank hold DIV as of Q3 2023.

JP Morgan Private Wealth Advisors held 10,000 shares of Global X SuperDividend US ETF worth $162K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 129 Global X SuperDividend US ETF shares in Q3 2023, an estimated $2.17K.
Global X SuperDividend US ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1651 holding.
JP Morgan Private Wealth Advisors first reported a position in Global X SuperDividend US ETF in Q3 2021 and has held it in 9 quarters since.
JP Morgan Private Wealth Advisors's Global X SuperDividend US ETF position peaked at $428K in Q4 2022.
110 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2023.

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