JP Morgan Private Wealth Advisors’s AlphaClone Alternative Alpha ETF ALFA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,800	Closed	-$218K	–	2115
2021 Q4	$218K	Hold	2,800	–	–	﹤0.01%	1878
2021 Q3	$232K	Hold	2,800	–	–	﹤0.01%	1791
2021 Q2	$237K	Hold	2,800	–	–	﹤0.01%	1773
2021 Q1	$211K	Hold	2,800	–	–	﹤0.01%	1669
2020 Q4	$215K	Buy	+2,800	New	+$200K	﹤0.01%	1620
2016 Q1	–	Sell	-7,767	Closed	-$291K	–	1356
2015 Q4	$291K	Buy	+7,767	New	+$296K	﹤0.01%	878

Other funds holding ALFA

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

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

ACP

Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's ALFA Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of AlphaClone Alternative Alpha ETF (ALFA) in Q1 2022, closing a stake of 2,800 shares — an estimated $218K sold.

JP Morgan Private Wealth Advisors first reported a position in ALFA in Q4 2015 and held it in 6 quarters. The position peaked at $291K in Q4 2015. 14 funds tracked by Wall St. Rank hold ALFA as of Q1 2022.

JP Morgan Private Wealth Advisors reported no remaining AlphaClone Alternative Alpha ETF position as of Q1 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 2,800 AlphaClone Alternative Alpha ETF shares in Q1 2022, an estimated $218K.
JP Morgan Private Wealth Advisors first reported a position in AlphaClone Alternative Alpha ETF in Q4 2015 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's AlphaClone Alternative Alpha ETF position peaked at $291K in Q4 2015.
14 funds tracked by Wall St. Rank held AlphaClone Alternative Alpha ETF as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.