J.P. Morgan Private Wealth Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.66M | Buy |
62,011
+8,400
| +16% | +$766K | 0.02% | 479 |
|
|
2023
Q2 | $4.87M | Sell |
53,611
-24,786
| -32% | -$2.25M | 0.03% | 343 |
|
|
2023
Q1 | $6.69M | Buy |
78,397
+8,556
| +12% | +$730K | 0.01% | 525 |
|
|
2022
Q4 | $5.77M | Buy |
69,841
+6,287
| +10% | +$519K | 0.01% | 543 |
|
|
2022
Q3 | $4.76M | Buy |
63,554
+11,053
| +21% | +$827K | 0.01% | 570 |
|
|
2022
Q2 | $4.18M | Buy |
+52,501
| New | +$4.18M | 0.01% | 617 |
|