JP Morgan Private Wealth Advisors’s Global X Social Media ETF SOCL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,315	Closed	-$232K	–	2072
2021 Q4	$232K	Hold	4,315	–	–	﹤0.01%	1854
2021 Q3	$263K	Hold	4,315	–	–	﹤0.01%	1749
2021 Q2	$312K	Sell	4,315 -700	-14%	-$47.7K	﹤0.01%	1662
2021 Q1	$335K	Hold	5,015	–	–	﹤0.01%	1486
2020 Q4	$310K	Hold	5,015	–	–	﹤0.01%	1485
2020 Q3	$245K	Hold	5,015	–	–	﹤0.01%	1443
2020 Q2	$215K	Sell	5,015 -2,640	-34%	-$95.9K	﹤0.01%	1436
2020 Q1	$226K	Sell	7,655 -450	-6%	-$15.2K	﹤0.01%	1249
2019 Q4	$281K	Sell	8,105 -300	-4%	-$9.81K	﹤0.01%	1267
2019 Q3	$268K	Sell	8,405 -87	-1%	-$2.87K	﹤0.01%	1229
2019 Q2	$273K	Hold	8,492	–	–	﹤0.01%	1185
2019 Q1	$271K	Hold	8,492	–	–	﹤0.01%	1256
2018 Q4	$234K	Sell	8,492 -400	-4%	-$11.6K	﹤0.01%	1272
2018 Q3	$284K	Hold	8,892	–	–	﹤0.01%	1326
2018 Q2	$316K	Buy	+8,892	New	+$310K	﹤0.01%	1187

Other funds holding SOCL

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors's SOCL Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of Global X Social Media ETF (SOCL) in Q1 2022, closing a stake of 4,315 shares — an estimated $232K sold.

JP Morgan Private Wealth Advisors first reported a position in SOCL in Q2 2018 and held it in 15 quarters. The position peaked at $335K in Q1 2021. 67 funds tracked by Wall St. Rank hold SOCL as of Q1 2022.

JP Morgan Private Wealth Advisors reported no remaining Global X Social Media ETF position as of Q1 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 4,315 Global X Social Media ETF shares in Q1 2022, an estimated $232K.
JP Morgan Private Wealth Advisors first reported a position in Global X Social Media ETF in Q2 2018 and held it in 15 quarters.
JP Morgan Private Wealth Advisors's Global X Social Media ETF position peaked at $335K in Q1 2021.
67 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.