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JP Morgan Private Wealth Advisors’s Global X MLP ETF MLPA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MLPA Stock Details MLPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6,020
Closed -$250K – 1738
2023
Q1 		$250K Sell
6,020
-101
-2% -$4.27K ﹤0.01% 1746
2022
Q4 		$253K Buy
6,121
+210
+4% +$8.8K ﹤0.01% 1726
2022
Q3 		$233K Hold
5,911
– – ﹤0.01% 1753
2022
Q2 		$218K Sell
5,911
-815
-12% -$33K ﹤0.01% 1790
2022
Q1 		$271K Sell
6,726
-1,918
-22% -$74.7K ﹤0.01% 1793
2021
Q4 		$302K Sell
8,644
-2,142
-20% -$76.9K ﹤0.01% 1746
2021
Q3 		$380K Hold
10,786
– – ﹤0.01% 1611
2021
Q2 		$417K Buy
10,786
+1,660
+18% +$61.1K ﹤0.01% 1545
2021
Q1 		$302K Buy
+9,126
New +$284K ﹤0.01% 1527
2020
Q4 		– Sell
-17,638
Closed -$387K – 1726
2020
Q3 		$387K Sell
17,638
-102
-0.6% -$2.6K ﹤0.01% 1254
2020
Q2 		$483K Buy
+17,740
New +$479K ﹤0.01% 1121
2020
Q1 		– Sell
-36,073
Closed -$1.71M – 1496
2019
Q4 		$1.71M Sell
36,073
-41,078
-53% -$1.92M 0.01% 643
2019
Q3 		$3.88M Buy
77,151
+1,175
+2% +$60.5K 0.02% 459
2019
Q2 		$4.02M Buy
75,976
+200
+0.3% +$10.5K 0.02% 436
2019
Q1 		$4.03M Buy
75,776
+730
+1% +$37.9K 0.02% 450
2018
Q4 		$3.45M Sell
75,046
-113,688
-60% -$5.99M 0.02% 441
2018
Q3 		$10.8M Sell
188,734
-777
-0.4% -$45.2K 0.05% 283
2018
Q2 		$10.4M Buy
189,511
+53,526
+39% +$2.93M 0.06% 270
2018
Q1 		$6.93M Sell
135,985
-30,373
-18% -$1.77M 0.05% 279
2017
Q4 		$9.84M Buy
166,358
+147,651
+789% +$8.62M 0.06% 241
2017
Q3 		$1.16M Buy
18,707
+4,241
+29% +$266K 0.01% 591
2017
Q2 		$948K Buy
14,466
+10,429
+258% +$696K 0.01% 638
2017
Q1 		$281K Buy
+4,037
New +$284K ﹤0.01% 1090

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MLPA Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Global X MLP ETF (MLPA) in Q2 2023, closing a stake of 6,020 shares — an estimated $250K sold.

JP Morgan Private Wealth Advisors first reported a position in MLPA in Q1 2017 and held it in 23 quarters. The position peaked at $10.8M in Q3 2018. 178 funds tracked by Wall St. Rank hold MLPA as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Global X MLP ETF position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,020 Global X MLP ETF shares in Q2 2023, an estimated $250K.
  • JP Morgan Private Wealth Advisors first reported a position in Global X MLP ETF in Q1 2017 and held it in 23 quarters.
  • JP Morgan Private Wealth Advisors's Global X MLP ETF position peaked at $10.8M in Q3 2018.
  • 178 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.