JP Morgan Private Wealth Advisors’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AIRR Stock Details AIRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$267K	Hold	5,175	–	–	﹤0.01%	1527
2023 Q2	$280K	Sell	5,175 -7,800	-60%	-$377K	﹤0.01%	1264
2023 Q1	$623K	Buy	12,975 +8,175	+170%	+$392K	﹤0.01%	1379
2022 Q4	$212K	Buy	+4,800	New	+$211K	﹤0.01%	1804
2022 Q3	–	Sell	-6,700	Closed	-$249K	–	1919
2022 Q2	$249K	Sell	6,700 -310	-4%	-$12.2K	﹤0.01%	1741
2022 Q1	$297K	Hold	7,010	–	–	﹤0.01%	1749
2021 Q4	$316K	Hold	7,010	–	–	﹤0.01%	1729
2021 Q3	$287K	Buy	+7,010	New	+$289K	﹤0.01%	1714
2020 Q1	–	Sell	-7,300	Closed	-$212K	–	1425
2019 Q4	$212K	Sell	7,300 -8,175	-53%	-$230K	﹤0.01%	1375
2019 Q3	$416K	Buy	+15,475	New	+$400K	﹤0.01%	1058
2018 Q4	–	Sell	-7,330	Closed	-$205K	–	1447
2018 Q3	$205K	Buy	+7,330	New	+$203K	﹤0.01%	1469

Other funds holding AIRR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its First Trust RBA American Industrial Renaissance ETF (AIRR) position steady in Q3 2023 at 5,175 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

JP Morgan Private Wealth Advisors first reported a position in AIRR in Q3 2018 and has held it in 11 quarters since. The position peaked at $623K in Q1 2023. 125 funds tracked by Wall St. Rank hold AIRR as of Q3 2023.

JP Morgan Private Wealth Advisors held 5,175 shares of First Trust RBA American Industrial Renaissance ETF worth $267K as of Q3 2023.
JP Morgan Private Wealth Advisors left its First Trust RBA American Industrial Renaissance ETF share count unchanged in Q3 2023.
First Trust RBA American Industrial Renaissance ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1527 holding.
JP Morgan Private Wealth Advisors first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2018 and has held it in 11 quarters since.
JP Morgan Private Wealth Advisors's First Trust RBA American Industrial Renaissance ETF position peaked at $623K in Q1 2023.
125 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2023.

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