JP Morgan Private Wealth Advisors’s Global X SuperDividend ETF SDIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,167	Closed	-$117K	–	1997
2022 Q3	$117K	Hold	5,167	–	–	﹤0.01%	1870
2022 Q2	$144K	Hold	5,167	–	–	﹤0.01%	1857
2022 Q1	$178K	Hold	5,167	–	–	﹤0.01%	1927
2021 Q4	$190K	Buy	5,167 +1,667	+48%	+$64K	﹤0.01%	1919
2021 Q3	$139K	Buy	+3,500	New	+$141K	﹤0.01%	1888
2018 Q2	–	Sell	-27,625	Closed	-$1.72M	–	1517
2018 Q1	$1.72M	Buy	27,625 +344	+1%	+$22K	0.01%	514
2017 Q4	$1.78M	Buy	27,281 +2,766	+11%	+$180K	0.01%	509
2017 Q3	$1.62M	Buy	24,515 +4,058	+20%	+$265K	0.01%	513
2017 Q2	$1.33M	Buy	20,457 +2,837	+16%	+$183K	0.01%	547
2017 Q1	$1.13M	Buy	+17,620	New	+$1.13M	0.01%	598

Other funds holding SDIV

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SDIV Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Global X SuperDividend ETF (SDIV) in Q4 2022, closing a stake of 5,167 shares — an estimated $117K sold.

JP Morgan Private Wealth Advisors first reported a position in SDIV in Q1 2017 and held it in 10 quarters. The position peaked at $1.78M in Q4 2017. 78 funds tracked by Wall St. Rank hold SDIV as of Q4 2022.

JP Morgan Private Wealth Advisors reported no remaining Global X SuperDividend ETF position as of Q4 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 5,167 Global X SuperDividend ETF shares in Q4 2022, an estimated $117K.
JP Morgan Private Wealth Advisors first reported a position in Global X SuperDividend ETF in Q1 2017 and held it in 10 quarters.
JP Morgan Private Wealth Advisors's Global X SuperDividend ETF position peaked at $1.78M in Q4 2017.
78 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.