J.P. Morgan Private Wealth Advisors LLC SPY Holdings History
J.P. Morgan Private Wealth Advisors LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2023-09-30, J.P. Morgan Private Wealth Advisors LLC held 2.23 Mil shares of SPDR S&P 500 ETF Trust(SPY), totaling $954.52 Mil. This investment constitutes 2.73% of their stock portfolio, and J.P. Morgan Private Wealth Advisors LLC now holds 0.24% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2013Q4. And since then J.P. Morgan Private Wealth Advisors LLC has made 23 purchases of SPY, at an average price of $282.98, for a total of 7.48 Mil shares. In addition, there have been 8 sales at an average price of $355.45 for 5.25 Mil shares. Based on historical transaction data and SPY's current price of $623.62, J.P. Morgan Private Wealth Advisors LLC's estimated gain on his SPY holdings is $1.14 Bil, reflecting a 53.89% gain to date.
J.P. Morgan Private Wealth Advisors LLC SPY ($623.62) Holding Chart
J.P. Morgan Private Wealth Advisors LLC SPY ($623.62) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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