JP Morgan Private Wealth Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$13.8M Sell
514,332
-203,128
-28% -$5.99M 0.04% 322
2023
Q2
$21.6M Sell
717,460
-14,000
-2% -$456K 0.11% 152
2023
Q1
$23.7M Buy
731,460
+3,601
+0.5% +$109K 0.05% 287
2022
Q4
$20.9M Buy
727,859
+114,842
+19% +$3.07M 0.05% 296
2022
Q3
$14.8M Sell
613,017
-85,467
-12% -$2.16M 0.04% 326
2022
Q2
$19.1M Buy
698,484
+13,028
+2% +$439K 0.05% 287
2022
Q1
$26.3M Buy
685,456
+78,541
+13% +$2.67M 0.06% 279
2021
Q4
$19.4M Buy
606,915
+24,023
+4% +$767K 0.04% 321
2021
Q3
$17.2M Sell
582,892
-190,876
-25% -$6.22M 0.04% 335
2021
Q2
$26.3M Buy
773,768
+92,676
+14% +$3.39M 0.07% 262
2021
Q1
$22.1M Buy
681,092
+298,439
+78% +$10.2M 0.07% 247
2020
Q4
$13.8M Sell
382,653
-30,486
-7% -$1.14M 0.04% 322
2020
Q3
$16.2M Sell
413,139
-133,042
-24% -$5.42M 0.06% 249
2020
Q2
$20M Buy
546,181
+5,367
+1% +$176K 0.09% 191
2020
Q1
$12.5M Sell
540,814
-91,774
-15% -$2.51M 0.07% 229
2019
Q4
$18.5M Buy
632,588
+8,455
+1% +$231K 0.08% 206
2019
Q3
$16.7M Buy
624,133
+9,008
+1% +$252K 0.09% 210
2019
Q2
$15.7M Buy
615,125
+23,145
+4% +$510K 0.09% 218
2019
Q1
$13.3M Buy
591,980
+129,643
+28% +$2.85M 0.07% 246
2018
Q4
$9.75M Buy
462,337
+148,981
+48% +$2.92M 0.06% 262
2018
Q3
$5.8M Buy
313,356
+33,233
+12% +$664K 0.03% 396
2018
Q2
$6.25M Buy
280,123
+265,123
+1,767% +$5.94M 0.04% 354
2018
Q1
$330K Sell
15,000
-36,137
-71% -$816K ﹤0.01% 1013
2017
Q4
$1.19M Buy
51,137
+26,000
+103% +$592K 0.01% 613
2017
Q3
$577K Hold
25,137
﹤0.01% 794
2017
Q2
$555K Buy
+25,137
New +$572K ﹤0.01% 803
2016
Q4
Sell
-75,146
Closed -$1.99M 1260
2016
Q3
$1.99M Sell
75,146
-10,260
-12% -$294K 0.02% 437
2016
Q2
$2.37M Buy
+85,406
New +$2.05M 0.02% 407
2016
Q1
Sell
-34,008
Closed -$467K 1259
2015
Q4
$467K Buy
34,008
+22,191
+188% +$322K ﹤0.01% 718
2015
Q3
$162K Buy
+11,817
New +$171K ﹤0.01% 957
2014
Q4
Sell
-22,607
Closed -$482K 1107
2014
Q3
$482K Sell
22,607
-259,903
-92% -$6.64M 0.01% 702
2014
Q2
$7.47M Sell
282,510
-51,025
-15% -$1.22M 0.13% 168
2014
Q1
$7.87M Buy
333,535
+281,121
+536% +$6.9M 0.14% 161
2013
Q4
$1.11M Buy
52,414
+25,722
+96% +$594K 0.02% 330
2013
Q3
$668K Buy
+26,692
New +$710K 0.02% 389

Other funds holding GDX

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

JP Morgan Private Wealth Advisors reduced its VanEck Gold Miners ETF (GDX) stake by 28% in Q3 2023, selling an estimated $5.99M and leaving 514,332 shares worth $13.8M. The position accounts for 0.04% of the portfolio, ranked #322.

JP Morgan Private Wealth Advisors first reported a position in GDX in Q3 2013 and has held it in 35 quarters since. The position peaked at $26.3M in Q2 2021. 708 funds tracked by Wall St. Rank hold GDX as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 514,332 shares of VanEck Gold Miners ETF worth $13.8M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 203,128 VanEck Gold Miners ETF shares in Q3 2023, an estimated $5.99M.
  • VanEck Gold Miners ETF made up 0.04% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #322 holding.
  • JP Morgan Private Wealth Advisors first reported a position in VanEck Gold Miners ETF in Q3 2013 and has held it in 35 quarters since.
  • JP Morgan Private Wealth Advisors's VanEck Gold Miners ETF position peaked at $26.3M in Q2 2021.
  • 708 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q3 2023.

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