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JP Morgan Private Wealth Advisors’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio XOP Stock Details XOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.99M Buy
20,233
+1,036
+5% +$148K 0.01% 623
2023
Q2 		$2.47M Sell
19,197
-22,927
-54% -$2.87M 0.01% 498
2023
Q1 		$5.37M Sell
42,124
-170,932
-80% -$22.7M 0.01% 566
2022
Q4 		$29M Buy
213,056
+8,436
+4% +$1.22M 0.06% 258
2022
Q3 		$25.5M Buy
204,620
+86,916
+74% +$11.5M 0.07% 247
2022
Q2 		$14.1M Buy
117,704
+75,681
+180% +$10.6M 0.04% 341
2022
Q1 		$5.65M Buy
42,023
+5,704
+16% +$657K 0.01% 583
2021
Q4 		$3.48M Sell
36,319
-1,405
-4% -$144K 0.01% 720
2021
Q3 		$3.65M Sell
37,724
-4,791
-11% -$408K 0.01% 677
2021
Q2 		$4.11M Buy
+42,515
New +$3.71M 0.01% 640
2020
Q1 		– Sell
-9,079
Closed -$861K – 1552
2019
Q4 		$861K Buy
+9,079
New +$787K ﹤0.01% 857
2019
Q1 		– Sell
-3,259
Closed -$346K – 1523
2018
Q4 		$346K Sell
3,259
-156,081
-98% -$21.8M ﹤0.01% 1101
2018
Q3 		$27.6M Buy
159,340
+6,682
+4% +$1.12M 0.13% 164
2018
Q2 		$26.3M Sell
152,658
-4,623
-3% -$745K 0.15% 154
2018
Q1 		$22.2M Buy
157,281
+136,963
+674% +$19.6M 0.15% 150
2017
Q4 		$3.02M Sell
20,318
-696
-3% -$97K 0.02% 412
2017
Q3 		$2.87M Sell
21,014
-3,995
-16% -$501K 0.02% 404
2017
Q2 		$3.19M Sell
25,009
-52,886
-68% -$7.23M 0.02% 374
2017
Q1 		$11.7M Buy
77,895
+64,794
+495% +$10.1M 0.09% 193
2016
Q4 		$2.17M Buy
13,101
+4,898
+60% +$768K 0.02% 427
2016
Q3 		$1.26M Sell
8,203
-1,500
-15% -$215K 0.01% 535
2016
Q2 		$1.35M Buy
9,703
+5,721
+144% +$786K 0.01% 521
2016
Q1 		$484K Sell
3,982
-261
-6% -$28.3K ﹤0.01% 767
2015
Q4 		$513K Buy
4,243
+138
+3% +$19.6K 0.01% 686
2015
Q3 		$539K Buy
4,105
+1,073
+35% +$164K 0.01% 591
2015
Q2 		$566K Buy
3,032
+138
+5% +$28.2K 0.01% 634
2015
Q1 		$598K Hold
2,894
– – 0.01% 667
2014
Q4 		$554K Sell
2,894
-67
-2% -$14.9K 0.01% 674
2014
Q3 		$815K Buy
+2,961
New +$901K 0.01% 561

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 5.4% in Q3 2023, buying an estimated $148K and bringing the position to 20,233 shares worth $2.99M. The position accounts for 0.01% of the portfolio, ranked #623.

JP Morgan Private Wealth Advisors first reported a position in XOP in Q3 2014 and has held it in 29 quarters since. The position peaked at $29M in Q4 2022. 391 funds tracked by Wall St. Rank hold XOP as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 20,233 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $2.99M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 1,036 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2023, an estimated $148K.
  • State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #623 holding.
  • JP Morgan Private Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2014 and has held it in 29 quarters since.
  • JP Morgan Private Wealth Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $29M in Q4 2022.
  • 391 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2023.

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