JP Morgan Chase
PWS icon

JP Morgan Chase’s Pacer WealthShield ETF PWS Stock Holding History

JP Morgan Chase’s Portfolio PWS Stock Details PWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12,045
Closed -$370K – 6779
2022
Q2 		$370K Buy
+12,045
New +$370K ﹤0.01% 4741

Other funds holding PWS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

JP Morgan Chase's PWS Position: Q3 2022 in Review

JP Morgan Chase sold out of Pacer WealthShield ETF (PWS) in Q3 2022, closing a stake of 12,045 shares — an estimated $370K sold.

JP Morgan Chase first reported a position in PWS in Q2 2022 and held it in 1 quarter. The position peaked at $370K in Q2 2022. 17 funds tracked by Wall St. Rank hold PWS as of Q3 2022.

  • JP Morgan Chase reported no remaining Pacer WealthShield ETF position as of Q3 2022 after selling out during the quarter.
  • JP Morgan Chase sold 12,045 Pacer WealthShield ETF shares in Q3 2022, an estimated $370K.
  • JP Morgan Chase first reported a position in Pacer WealthShield ETF in Q2 2022 and held it in 1 quarter.
  • JP Morgan Chase's Pacer WealthShield ETF position peaked at $370K in Q2 2022.
  • 17 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q3 2022.

Based on JP Morgan Chase's 13F filing for Q3 2022, filed 14 Nov 2022.