JP Morgan Private Wealth Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.43M | Buy |
+59,704
| New | +$6.16M | 0.02% | 484 |
|
|
2023
Q2 | – | Sell |
-81,918
| Closed | -$8.58M | – | 1933 |
|
|
2023
Q1 | $8.58M | Sell |
81,918
-3,141
| -4% | -$328K | 0.02% | 462 |
|
|
2022
Q4 | $9.4M | Sell |
85,059
-569
| -0.7% | -$59.6K | 0.02% | 429 |
|
|
2022
Q3 | $7.48M | Sell |
85,628
-12,016
| -12% | -$1.09M | 0.02% | 455 |
|
|
2022
Q2 | $7.63M | Buy |
97,644
+28
| +0% | +$2.31K | 0.02% | 474 |
|
|
2022
Q1 | $8.32M | Buy |
97,616
+5,413
| +6% | +$519K | 0.02% | 490 |
|
|
2021
Q4 | $11.1M | Buy |
92,203
+2,843
| +3% | +$353K | 0.02% | 418 |
|
|
2021
Q3 | $11.1M | Buy |
89,360
+13,875
| +18% | +$1.79M | 0.03% | 406 |
|
|
2021
Q2 | $9.05M | Buy |
75,485
+19,500
| +35% | +$2.23M | 0.02% | 441 |
|
|
2021
Q1 | $5.89M | Sell |
55,985
-1,985
| -3% | -$201K | 0.02% | 474 |
|
|
2020
Q4 | $5.9M | Buy |
57,970
+4,963
| +9% | +$466K | 0.02% | 442 |
|
|
2020
Q3 | $4.46M | Buy |
53,007
+2,781
| +6% | +$216K | 0.02% | 455 |
|
|
2020
Q2 | $3.26M | Buy |
50,226
+9,530
| +23% | +$629K | 0.01% | 463 |
|
|
2020
Q1 | $2.65M | Buy |
40,696
+4,606
| +13% | +$363K | 0.02% | 475 |
|
|
2019
Q4 | $2.84M | Sell |
36,090
-5,231
| -13% | -$407K | 0.01% | 543 |
|
|
2019
Q3 | $3.29M | Buy |
41,321
+1,136
| +3% | +$89.3K | 0.02% | 494 |
|
|
2019
Q2 | $3.36M | Sell |
40,185
-220
| -0.5% | -$17.5K | 0.02% | 477 |
|
|
2019
Q1 | $3.19M | Sell |
40,405
-641
| -2% | -$46.8K | 0.02% | 512 |
|
|
2018
Q4 | $2.74M | Buy |
41,046
+1,050
| +3% | +$72.6K | 0.02% | 505 |
|
|
2018
Q3 | $3.19M | Buy |
39,996
+1,679
| +4% | +$125K | 0.02% | 523 |
|
|
2018
Q2 | $2.58M | Sell |
38,317
-2,521
| -6% | -$183K | 0.01% | 545 |
|
|
2018
Q1 | $3.14M | Buy |
40,838
+724
| +2% | +$53.5K | 0.02% | 406 |
|
|
2017
Q4 | $2.74M | Sell |
40,114
-243
| -0.6% | -$16.1K | 0.02% | 430 |
|
|
2017
Q3 | $2.53M | Buy |
40,357
+709
| +2% | +$42.4K | 0.02% | 424 |
|
|
2017
Q2 | $2.2M | Sell |
39,648
-6,646
| -14% | -$346K | 0.02% | 440 |
|
|
2017
Q1 | $2.33M | Buy |
46,294
+8,585
| +23% | +$418K | 0.02% | 444 |
|
|
2016
Q4 | $1.87M | Buy |
37,709
+570
| +2% | +$28.9K | 0.02% | 448 |
|
|
2016
Q3 | $1.95M | Sell |
37,139
-70
| -0.2% | -$3.43K | 0.02% | 444 |
|
|
2016
Q2 | $1.66M | Buy |
37,209
+7,952
| +27% | +$346K | 0.02% | 486 |
|
|
2016
Q1 | $1.2M | Buy |
29,257
+1,459
| +5% | +$53.7K | 0.01% | 508 |
|
|
2015
Q4 | $1.01M | Sell |
27,798
-21
| -0.1% | -$759 | 0.01% | 521 |
|
|
2015
Q3 | $914K | Buy |
27,819
+111
| +0.4% | +$3.73K | 0.01% | 495 |
|
|
2015
Q2 | $1.03M | Buy |
27,708
+931
| +3% | +$33.9K | 0.01% | 499 |
|
|
2015
Q1 | $938K | Sell |
26,777
-192
| -0.7% | -$6.77K | 0.01% | 538 |
|
|
2014
Q4 | $1.03M | Sell |
26,969
-563
| -2% | -$20.6K | 0.01% | 529 |
|
|
2014
Q3 | $977K | Sell |
27,532
-68
| -0.2% | -$2.53K | 0.01% | 523 |
|
|
2014
Q2 | $1.08M | Sell |
27,600
-124
| -0.4% | -$4.63K | 0.02% | 396 |
|
|
2014
Q1 | $1.01M | Sell |
27,724
-2,109
| -7% | -$76.9K | 0.02% | 403 |
|
|
2013
Q4 | $1.03M | Sell |
29,833
-1,550
| -5% | -$49.9K | 0.02% | 339 |
|
|
2013
Q3 | $877K | Sell |
31,383
-125
| -0.4% | -$3.33K | 0.02% | 351 |
|
|
2013
Q2 | $849K | Buy |
+31,508
| New | +$870K | 0.02% | 341 |
|
Other funds holding XYL
JP Morgan Private Wealth Advisors's XYL Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Xylem (XYL) in Q3 2023: 59,704 shares worth $5.43M. The stake represents 0.02% of the portfolio and ranks #484 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in XYL as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in XYL in Q2 2013 and has held it in 41 quarters since. The position peaked at $11.1M in Q4 2021. 873 funds tracked by Wall St. Rank hold XYL as of Q3 2023.
- JP Morgan Private Wealth Advisors held 59,704 shares of Xylem worth $5.43M as of Q3 2023.
- Xylem was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Xylem made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #484 holding.
- JP Morgan Private Wealth Advisors first reported a position in Xylem in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Xylem position peaked at $11.1M in Q4 2021.
- 873 funds tracked by Wall St. Rank held Xylem as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.