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JP Morgan Private Wealth Advisors’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio RWX Stock Details RWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$363K Sell
15,251
-6,379
-29% -$161K ﹤0.01% 1380
2023
Q2 		$536K Sell
21,630
-23,308
-52% -$612K ﹤0.01% 1005
2023
Q1 		$1.18M Sell
44,938
-2,664
-6% -$72.7K ﹤0.01% 1098
2022
Q4 		$1.27M Buy
47,602
+4,494
+10% +$115K ﹤0.01% 1032
2022
Q3 		$1.04M Buy
43,108
+9,254
+27% +$259K ﹤0.01% 1112
2022
Q2 		$955K Sell
33,854
-8,327
-20% -$260K ﹤0.01% 1160
2022
Q1 		$1.44M Sell
42,181
-2,129
-5% -$71.8K ﹤0.01% 1044
2021
Q4 		$1.58M Sell
44,310
-13,792
-24% -$497K ﹤0.01% 1016
2021
Q3 		$2.06M Buy
58,102
+8,627
+17% +$324K 0.01% 887
2021
Q2 		$1.82M Sell
49,475
-1,349
-3% -$49.5K ﹤0.01% 921
2021
Q1 		$1.75M Sell
50,824
-2,739
-5% -$93.6K 0.01% 815
2020
Q4 		$1.83M Sell
53,563
-7,769
-13% -$246K 0.01% 770
2020
Q3 		$1.82M Sell
61,332
-5,315
-8% -$159K 0.01% 673
2020
Q2 		$1.92M Sell
66,647
-28,455
-30% -$805K 0.01% 598
2020
Q1 		$2.55M Sell
95,102
-45,637
-32% -$1.62M 0.01% 485
2019
Q4 		$5.46M Buy
140,739
+1,865
+1% +$75.1K 0.02% 403
2019
Q3 		$5.49M Buy
138,874
+28,989
+26% +$1.13M 0.03% 385
2019
Q2 		$4.26M Sell
109,885
-5,792
-5% -$225K 0.02% 420
2019
Q1 		$4.54M Buy
115,677
+27,417
+31% +$1.05M 0.02% 414
2018
Q4 		$3.12M Sell
88,260
-8,476
-9% -$312K 0.02% 467
2018
Q3 		$3.7M Buy
+96,736
New +$3.78M 0.02% 494
2015
Q2 		– Sell
-6,295
Closed -$273K – 1123
2015
Q1 		$273K Buy
+6,295
New +$274K ﹤0.01% 925

Other funds holding RWX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 29% in Q3 2023, selling an estimated $161K and leaving 15,251 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

JP Morgan Private Wealth Advisors first reported a position in RWX in Q1 2015 and has held it in 22 quarters since. The position peaked at $5.49M in Q3 2019. 134 funds tracked by Wall St. Rank hold RWX as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 15,251 shares of State Street SPDR Dow Jones International Real Estate ETF worth $363K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 6,379 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2023, an estimated $161K.
  • State Street SPDR Dow Jones International Real Estate ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1380 holding.
  • JP Morgan Private Wealth Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2015 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $5.49M in Q3 2019.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2023.

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