JP Morgan Private Wealth Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$256K	Sell	3,081 -2,803	-48%	-$252K	﹤0.01%	1545
2023 Q2	$532K	Sell	5,884 -2,527	-30%	-$223K	﹤0.01%	1007
2023 Q1	$747K	Sell	8,411 -412	-5%	-$37.6K	﹤0.01%	1307
2022 Q4	$769K	Sell	8,823 -1,320	-13%	-$116K	﹤0.01%	1277
2022 Q3	$855K	Buy	10,143 +1,759	+21%	+$172K	﹤0.01%	1217
2022 Q2	$797K	Buy	8,384 +3,015	+56%	+$319K	﹤0.01%	1249
2022 Q1	$630K	Buy	5,369 +225	+4%	+$25.6K	﹤0.01%	1428
2021 Q4	$628K	Buy	5,144 +146	+3%	+$16.8K	﹤0.01%	1460
2021 Q3	$527K	Buy	4,998 +625	+14%	+$68.5K	﹤0.01%	1479
2021 Q2	$459K	Buy	4,373 +1,037	+31%	+$106K	﹤0.01%	1509
2021 Q1	$316K	Buy	3,336 +11	+0.3%	+$996	﹤0.01%	1509
2020 Q4	$288K	Sell	3,325 -304	-8%	-$25.4K	﹤0.01%	1513
2020 Q3	$283K	Sell	3,629 -137	-4%	-$10.9K	﹤0.01%	1386
2020 Q2	$294K	Sell	3,766 -857	-19%	-$65.6K	﹤0.01%	1312
2020 Q1	$334K	Sell	4,623 -1,414	-23%	-$134K	﹤0.01%	1091
2019 Q4	$616K	Buy	6,037 +353	+6%	+$36.5K	﹤0.01%	968
2019 Q3	$594K	Buy	5,684 +552	+11%	+$56.3K	﹤0.01%	938
2019 Q2	$507K	Sell	5,132 -29	-0.6%	-$2.88K	﹤0.01%	982
2019 Q1	$511K	Hold	5,161	–	–	﹤0.01%	1031
2018 Q4	$444K	Buy	5,161 +105	+2%	+$9.6K	﹤0.01%	1011
2018 Q3	$471K	Sell	5,056 -203	-4%	-$19.3K	﹤0.01%	1098
2018 Q2	$494K	Buy	+5,259	New	+$468K	﹤0.01%	1012
2016 Q4	–	Sell	-3,800	Closed	-$370K	–	1293
2016 Q3	$370K	Buy	+3,800	New	+$381K	﹤0.01%	901

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 48% in Q3 2023, selling an estimated $252K and leaving 3,081 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

JP Morgan Private Wealth Advisors first reported a position in RWR in Q3 2016 and has held it in 23 quarters since. The position peaked at $855K in Q3 2022. 238 funds tracked by Wall St. Rank hold RWR as of Q3 2023.

JP Morgan Private Wealth Advisors held 3,081 shares of State Street SPDR Dow Jones REIT ETF worth $256K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 2,803 State Street SPDR Dow Jones REIT ETF shares in Q3 2023, an estimated $252K.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1545 holding.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2016 and has held it in 23 quarters since.
JP Morgan Private Wealth Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $855K in Q3 2022.
238 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2023.

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