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JP Morgan Private Wealth Advisors’s State Street SPDR S&P Global Infrastructure ETF GII Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GII Stock Details GII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,948
Closed -$229K – 1956
2022
Q1 		$229K Buy
+3,948
New +$216K ﹤0.01% 1862

Other funds holding GII

WA
Wealth Architects Mountain View, California $1.12B AUM 24.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

JP Morgan Private Wealth Advisors's GII Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of State Street SPDR S&P Global Infrastructure ETF (GII) in Q2 2022, closing a stake of 3,948 shares — an estimated $229K sold.

JP Morgan Private Wealth Advisors first reported a position in GII in Q1 2022 and held it in 1 quarter. The position peaked at $229K in Q1 2022. 73 funds tracked by Wall St. Rank hold GII as of Q2 2022.

  • JP Morgan Private Wealth Advisors reported no remaining State Street SPDR S&P Global Infrastructure ETF position as of Q2 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,948 State Street SPDR S&P Global Infrastructure ETF shares in Q2 2022, an estimated $229K.
  • JP Morgan Private Wealth Advisors first reported a position in State Street SPDR S&P Global Infrastructure ETF in Q1 2022 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's State Street SPDR S&P Global Infrastructure ETF position peaked at $229K in Q1 2022.
  • 73 funds tracked by Wall St. Rank held State Street SPDR S&P Global Infrastructure ETF as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.