JP Morgan Private Wealth Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.08M	Sell	19,617 -9,671	-33%	-$591K	﹤0.01%	945
2023 Q2	$1.9M	Sell	29,288 -14,711	-33%	-$917K	0.01%	578
2023 Q1	$2.8M	Sell	43,999 -15,896	-27%	-$1.03M	0.01%	760
2022 Q4	$3.51M	Sell	59,895 -6,160	-9%	-$412K	0.01%	673
2022 Q3	$4.37M	Buy	66,055 +35,388	+115%	+$2.63M	0.01%	590
2022 Q2	$2.23M	Sell	30,667 -5,649	-16%	-$402K	0.01%	806
2022 Q1	$2.8M	Sell	36,316 -455	-1%	-$34.8K	0.01%	798
2021 Q4	$3.1M	Buy	36,771 +7,566	+26%	+$671K	0.01%	760
2021 Q3	$2.39M	Buy	29,205 +9,291	+47%	+$762K	0.01%	831
2021 Q2	$1.44M	Buy	19,914 +6,583	+49%	+$424K	﹤0.01%	1019
2021 Q1	$779K	Buy	13,331 +2,376	+22%	+$155K	﹤0.01%	1147
2020 Q4	$678K	Buy	10,955 +2,900	+36%	+$144K	﹤0.01%	1161
2020 Q3	$323K	Buy	+8,055	New	+$303K	﹤0.01%	1331

Other funds holding LIT

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

Morgan Stanley New York $1.66T AUM 25.57% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

GKWIM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 33% in Q3 2023, selling an estimated $591K and leaving 19,617 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #945.

JP Morgan Private Wealth Advisors first reported a position in LIT in Q3 2020 and has held it in 13 quarters since. The position peaked at $4.37M in Q3 2022. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

JP Morgan Private Wealth Advisors held 19,617 shares of Global X Lithium & Battery Tech ETF worth $1.08M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 9,671 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $591K.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #945 holding.
JP Morgan Private Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q3 2020 and has held it in 13 quarters since.
JP Morgan Private Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $4.37M in Q3 2022.
384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

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