JP Morgan Private Wealth Advisors’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$238K	Sell	10,130 -819	-7%	-$20.7K	﹤0.01%	1575
2023 Q2	$285K	Buy	+10,949	New	+$259K	﹤0.01%	1258
2022 Q2	–	Sell	-11,262	Closed	-$310K	–	1942
2022 Q1	$310K	Hold	11,262	–	–	﹤0.01%	1734
2021 Q4	$344K	Buy	11,262 +485	+5%	+$14.6K	﹤0.01%	1695
2021 Q3	$295K	Sell	10,777 -6,520	-38%	-$184K	﹤0.01%	1699
2021 Q2	$490K	Buy	17,297 +5,947	+52%	+$163K	﹤0.01%	1486
2021 Q1	$301K	Buy	+11,350	New	+$305K	﹤0.01%	1530

Other funds holding DRIV

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors reduced its Global X Autonomous & Electric Vehicles ETF (DRIV) stake by 7.5% in Q3 2023, selling an estimated $20.7K and leaving 10,130 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

JP Morgan Private Wealth Advisors first reported a position in DRIV in Q1 2021 and has held it in 7 quarters since. The position peaked at $490K in Q2 2021. 185 funds tracked by Wall St. Rank hold DRIV as of Q3 2023.

JP Morgan Private Wealth Advisors held 10,130 shares of Global X Autonomous & Electric Vehicles ETF worth $238K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 819 Global X Autonomous & Electric Vehicles ETF shares in Q3 2023, an estimated $20.7K.
Global X Autonomous & Electric Vehicles ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1575 holding.
JP Morgan Private Wealth Advisors first reported a position in Global X Autonomous & Electric Vehicles ETF in Q1 2021 and has held it in 7 quarters since.
JP Morgan Private Wealth Advisors's Global X Autonomous & Electric Vehicles ETF position peaked at $490K in Q2 2021.
185 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q3 2023.

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