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JP Morgan Private Wealth Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio XYLD Stock Details XYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$7.29M Buy
187,432
+141,055
+304% +$5.72M 0.02% 426
2023
Q2 		$1.9M Buy
+46,377
New +$1.89M 0.01% 579

Other funds holding XYLD

NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 304% in Q3 2023, buying an estimated $5.72M and bringing the position to 187,432 shares worth $7.29M. The position accounts for 0.02% of the portfolio, ranked #426.

JP Morgan Private Wealth Advisors first reported a position in XYLD in Q2 2023 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold XYLD as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 187,432 shares of Global X S&P 500 Covered Call ETF worth $7.29M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 141,055 Global X S&P 500 Covered Call ETF shares in Q3 2023, an estimated $5.72M.
  • Global X S&P 500 Covered Call ETF made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #426 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q2 2023 and has held it in 2 quarters since.
  • 204 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2023.

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