JP Morgan Private Wealth Advisors’s XP XP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$408K	Sell	17,711 -2,430	-12%	-$60.9K	﹤0.01%	1334
2023 Q2	$473K	Sell	20,141 -24,238	-55%	-$411K	﹤0.01%	1059
2023 Q1	$527K	Buy	44,379 +1,952	+5%	+$27.8K	﹤0.01%	1460
2022 Q4	$651K	Sell	42,427 -4,967	-10%	-$86.9K	﹤0.01%	1347
2022 Q3	$901K	Buy	47,394 +2,646	+6%	+$52.5K	﹤0.01%	1192
2022 Q2	$804K	Buy	44,748 +1,007	+2%	+$23.2K	﹤0.01%	1244
2022 Q1	$1.32M	Buy	+43,741	New	+$1.36M	﹤0.01%	1081

Other funds holding XP

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its XP (XP) stake by 12% in Q3 2023, selling an estimated $60.9K and leaving 17,711 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

JP Morgan Private Wealth Advisors first reported a position in XP in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.32M in Q1 2022. 257 funds tracked by Wall St. Rank hold XP as of Q3 2023.

JP Morgan Private Wealth Advisors held 17,711 shares of XP worth $408K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 2,430 XP shares in Q3 2023, an estimated $60.9K.
XP made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1334 holding.
JP Morgan Private Wealth Advisors first reported a position in XP in Q1 2022 and has held it in 7 quarters since.
JP Morgan Private Wealth Advisors's XP position peaked at $1.32M in Q1 2022.
257 funds tracked by Wall St. Rank held XP as of Q3 2023.

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