Number of Shares
2.23 Mil
Current Holdings Value*
$954.52 Mil
% of Portfolio
2.73%
Total Estimate Gain
$1.15 Bil
% of Total Estimate Gain
54.12%

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 $625.82, J.P. Morgan Private Wealth Advisors LLC's estimated gain on his SPY holdings is $1.15 Bil, reflecting a 54.12% gain to date.

J.P. Morgan Private Wealth Advisors LLC SPY ($625.82) Holding Chart

J.P. Morgan Private Wealth Advisors LLC SPY ($625.82) 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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