JMPWA
RYLD icon

JP Morgan Private Wealth Advisors’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio RYLD Stock Details RYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-33,607
Closed -$632K – 1994
2022
Q4 		$632K Buy
33,607
+10,278
+44% +$198K ﹤0.01% 1365
2022
Q3 		$430K Buy
+23,329
New +$476K ﹤0.01% 1525

Other funds holding RYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

JP Morgan Private Wealth Advisors's RYLD Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q1 2023, closing a stake of 33,607 shares — an estimated $632K sold.

JP Morgan Private Wealth Advisors first reported a position in RYLD in Q3 2022 and held it in 2 quarters. The position peaked at $632K in Q4 2022. 122 funds tracked by Wall St. Rank hold RYLD as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Global X Russell 2000 Covered Call ETF position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 33,607 Global X Russell 2000 Covered Call ETF shares in Q1 2023, an estimated $632K.
  • JP Morgan Private Wealth Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q3 2022 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Global X Russell 2000 Covered Call ETF position peaked at $632K in Q4 2022.
  • 122 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.