JMPWA
GLQ

JP Morgan Private Wealth Advisors’s Clough Global Equity Fund GLQ Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GLQ Stock Details GLQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$55.1K Hold
10,049
– – ﹤0.01% 1701
2023
Q2 		$62.7K Hold
10,049
– – ﹤0.01% 1449
2023
Q1 		$60.9K Sell
10,049
-1,550
-13% -$9.54K ﹤0.01% 1910
2022
Q4 		$75.5K Sell
11,599
-6,575
-36% -$46.1K ﹤0.01% 1894
2022
Q3 		$125K Buy
18,174
+483
+3% +$4.25K ﹤0.01% 1864
2022
Q2 		$162K Sell
17,691
-19,605
-53% -$196K ﹤0.01% 1843
2022
Q1 		$437K Sell
37,296
-2,169
-5% -$26K ﹤0.01% 1591
2021
Q4 		$519K Buy
39,465
+2,772
+8% +$40.6K ﹤0.01% 1537
2021
Q3 		$537K Buy
36,693
+265
+0.7% +$4.04K ﹤0.01% 1475
2021
Q2 		$538K Sell
36,428
-3,118
-8% -$47.7K ﹤0.01% 1453
2021
Q1 		$601K Buy
39,546
+248
+0.6% +$3.78K ﹤0.01% 1246
2020
Q4 		$539K Sell
39,298
-9,101
-19% -$113K ﹤0.01% 1262
2020
Q3 		$543K Buy
48,399
+260
+0.5% +$2.99K ﹤0.01% 1116
2020
Q2 		$513K Buy
48,139
+281
+0.6% +$2.79K ﹤0.01% 1080
2020
Q1 		$424K Buy
47,858
+254
+0.5% +$2.92K ﹤0.01% 993
2019
Q4 		$575K Buy
47,604
+220
+0.5% +$2.6K ﹤0.01% 996
2019
Q3 		$545K Sell
47,384
-2,269
-5% -$27.5K ﹤0.01% 976
2019
Q2 		$635K Buy
49,653
+204
+0.4% +$2.65K ﹤0.01% 898
2019
Q1 		$628K Buy
49,449
+195
+0.4% +$2.41K ﹤0.01% 942
2018
Q4 		$534K Buy
49,254
+220
+0.4% +$2.82K ﹤0.01% 942
2018
Q3 		$726K Buy
49,034
+183
+0.4% +$2.73K ﹤0.01% 935
2018
Q2 		$699K Buy
+48,851
New +$676K ﹤0.01% 889

Other funds holding GLQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its Clough Global Equity Fund (GLQ) position steady in Q3 2023 at 10,049 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

JP Morgan Private Wealth Advisors first reported a position in GLQ in Q2 2018 and has held it in 22 quarters since. The position peaked at $726K in Q3 2018. 47 funds tracked by Wall St. Rank hold GLQ as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 10,049 shares of Clough Global Equity Fund worth $55.1K as of Q3 2023.
  • JP Morgan Private Wealth Advisors left its Clough Global Equity Fund share count unchanged in Q3 2023.
  • Clough Global Equity Fund made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1701 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Clough Global Equity Fund in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Clough Global Equity Fund position peaked at $726K in Q3 2018.
  • 47 funds tracked by Wall St. Rank held Clough Global Equity Fund as of Q3 2023.

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