JP Morgan Private Wealth Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$8.01M	Buy	188,906 +2,408	+1%	+$102K	0.02%	411
2023 Q2	$7.75M	Sell	186,498 -19,757	-10%	-$792K	0.04%	271
2023 Q1	$8.24M	Sell	206,255 -10,104	-5%	-$412K	0.02%	479
2022 Q4	$8.82M	Buy	216,359 +176	+0.1%	+$7.25K	0.02%	445
2022 Q3	$8.1M	Buy	216,183 +251	+0.1%	+$10.2K	0.02%	437
2022 Q2	$8.23M	Buy	215,932 +175	+0.1%	+$7.37K	0.02%	450
2022 Q1	$9.22M	Sell	215,757 -1,672	-0.8%	-$65.9K	0.02%	462
2021 Q4	$7.68M	Buy	217,429 +3,999	+2%	+$147K	0.02%	503
2021 Q3	$7.66M	Sell	213,430 -14,059	-6%	-$487K	0.02%	483
2021 Q2	$8.27M	Buy	227,489 +39,043	+21%	+$1.35M	0.02%	461
2021 Q1	$5.96M	Sell	188,446 -74,386	-28%	-$2.25M	0.02%	471
2020 Q4	$7.08M	Sell	262,832 -2,988	-1%	-$75.8K	0.02%	408
2020 Q3	$5.87M	Sell	265,820 -23,202	-8%	-$575K	0.02%	397
2020 Q2	$7.19M	Sell	289,022 -543,041	-65%	-$13M	0.03%	324
2020 Q1	$15.3M	Sell	832,063 -170,636	-17%	-$5.2M	0.09%	206
2019 Q4	$36.9M	Buy	1,002,699 +600,079	+149%	+$21.1M	0.17%	135
2019 Q3	$14.9M	Sell	402,620 -418,660	-51%	-$15.6M	0.08%	228
2019 Q2	$31.9M	Sell	821,280 -7,934	-1%	-$309K	0.17%	135
2019 Q1	$32.8M	Sell	829,214 -45,995	-5%	-$1.75M	0.17%	136
2018 Q4	$28.7M	Buy	+875,209	New	+$32.2M	0.17%	132

Other funds holding MLPX

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

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

Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 1.3% in Q3 2023, buying an estimated $102K and bringing the position to 188,906 shares worth $8.01M. The position accounts for 0.02% of the portfolio, ranked #411.

JP Morgan Private Wealth Advisors first reported a position in MLPX in Q4 2018 and has held it in 20 quarters since. The position peaked at $36.9M in Q4 2019. 176 funds tracked by Wall St. Rank hold MLPX as of Q3 2023.

JP Morgan Private Wealth Advisors held 188,906 shares of Global X MLP & Energy Infrastructure ETF worth $8.01M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 2,408 Global X MLP & Energy Infrastructure ETF shares in Q3 2023, an estimated $102K.
Global X MLP & Energy Infrastructure ETF made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #411 holding.
JP Morgan Private Wealth Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2018 and has held it in 20 quarters since.
JP Morgan Private Wealth Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $36.9M in Q4 2019.
176 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2023.

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