JP Morgan Private Wealth Advisors’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,514	Closed	-$213K	–	1756
2023 Q2	$213K	Sell	1,514 -46	-3%	-$6.33K	﹤0.01%	1369
2023 Q1	$213K	Buy	1,560 +46	+3%	+$6.26K	﹤0.01%	1806
2022 Q4	$205K	Buy	+1,514	New	+$202K	﹤0.01%	1817
2022 Q2	–	Sell	-1,514	Closed	-$218K	–	1978
2022 Q1	$218K	Buy	1,514 +70	+5%	+$9.81K	﹤0.01%	1879
2021 Q4	$218K	Buy	+1,444	New	+$207K	﹤0.01%	1877
2020 Q1	–	Sell	-1,756	Closed	-$201K	–	1485
2019 Q4	$201K	Buy	+1,756	New	+$196K	﹤0.01%	1402

Other funds holding LGLV

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

FAT

First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2023, closing a stake of 1,514 shares — an estimated $213K sold.

JP Morgan Private Wealth Advisors first reported a position in LGLV in Q4 2019 and held it in 6 quarters. The position peaked at $218K in Q1 2022. 172 funds tracked by Wall St. Rank hold LGLV as of Q3 2023.

JP Morgan Private Wealth Advisors reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 1,514 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2023, an estimated $213K.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2019 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $218K in Q1 2022.
172 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2023.

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