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JP Morgan Private Wealth Advisors’s Global X FinTech ETF FINX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FINX Stock Details FINX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-245,423
Closed -$4.98M – 1947
2022
Q3 		$4.98M Buy
245,423
+127,035
+107% +$2.99M 0.01% 560
2022
Q2 		$2.52M Buy
+118,388
New +$3.03M 0.01% 771

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Royal Bank of Canada
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Bank of America
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JP Morgan Private Wealth Advisors's FINX Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Global X FinTech ETF (FINX) in Q4 2022, closing a stake of 245,423 shares — an estimated $4.98M sold.

JP Morgan Private Wealth Advisors first reported a position in FINX in Q2 2022 and held it in 2 quarters. The position peaked at $4.98M in Q3 2022. 136 funds tracked by Wall St. Rank hold FINX as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Global X FinTech ETF position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 245,423 Global X FinTech ETF shares in Q4 2022, an estimated $4.98M.
  • JP Morgan Private Wealth Advisors first reported a position in Global X FinTech ETF in Q2 2022 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Global X FinTech ETF position peaked at $4.98M in Q3 2022.
  • 136 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.