JP Morgan Private Wealth Advisors’s State Street SPDR S&P China ETF GXC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$313K	Sell	4,368 -38	-0.9%	-$2.83K	﹤0.01%	1455
2023 Q2	$325K	Sell	4,406 -2,149	-33%	-$166K	﹤0.01%	1213
2023 Q1	$539K	Buy	6,555 +895	+16%	+$75.1K	﹤0.01%	1444
2022 Q4	$444K	Sell	5,660 -4,872	-46%	-$353K	﹤0.01%	1516
2022 Q3	$746K	Sell	10,532 -2,082	-17%	-$170K	﹤0.01%	1279
2022 Q2	$1.16M	Buy	12,614 +4,241	+51%	+$362K	﹤0.01%	1064
2022 Q1	$738K	Buy	8,373 +2,199	+36%	+$214K	﹤0.01%	1354
2021 Q4	$637K	Sell	6,174 -181	-3%	-$19.9K	﹤0.01%	1450
2021 Q3	$702K	Sell	6,355 -242	-4%	-$28.3K	﹤0.01%	1370
2021 Q2	$875K	Buy	6,597 +672	+11%	+$88K	﹤0.01%	1255
2021 Q1	$776K	Hold	5,925	–	–	﹤0.01%	1149
2020 Q4	$771K	Hold	5,925	–	–	﹤0.01%	1103
2020 Q3	$704K	Sell	5,925 -30	-0.5%	-$3.53K	﹤0.01%	1026
2020 Q2	$625K	Sell	5,955 -5	-0.1%	-$492	﹤0.01%	987
2020 Q1	$544K	Sell	5,960 -75	-1%	-$7.41K	﹤0.01%	905
2019 Q4	$619K	Buy	6,035 +3,308	+121%	+$318K	﹤0.01%	966
2019 Q3	$246K	Hold	2,727	–	–	﹤0.01%	1260
2019 Q2	$261K	Sell	2,727 -16,242	-86%	-$1.57M	﹤0.01%	1203
2019 Q1	$1.9M	Buy	18,969 +15,566	+457%	+$1.48M	0.01%	622
2018 Q4	$289K	Buy	3,403 +1,040	+44%	+$92.4K	﹤0.01%	1186
2018 Q3	$228K	Buy	2,363 +326	+16%	+$32.4K	﹤0.01%	1419
2018 Q2	$213K	Buy	2,037 +174	+9%	+$19.2K	﹤0.01%	1347
2018 Q1	$206K	Hold	1,863	–	–	﹤0.01%	1180
2017 Q4	$200K	Buy	+1,863	New	+$199K	﹤0.01%	1191

Other funds holding GXC

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its State Street SPDR S&P China ETF (GXC) stake by 0.86% in Q3 2023, selling an estimated $2.83K and leaving 4,368 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

JP Morgan Private Wealth Advisors first reported a position in GXC in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.9M in Q1 2019. 81 funds tracked by Wall St. Rank hold GXC as of Q3 2023.

JP Morgan Private Wealth Advisors held 4,368 shares of State Street SPDR S&P China ETF worth $313K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 38 State Street SPDR S&P China ETF shares in Q3 2023, an estimated $2.83K.
State Street SPDR S&P China ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1455 holding.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR S&P China ETF in Q4 2017 and has held it in 24 quarters since.
JP Morgan Private Wealth Advisors's State Street SPDR S&P China ETF position peaked at $1.9M in Q1 2019.
81 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q3 2023.

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