JP Morgan Private Wealth Advisors’s iShares Russell 1000 Pure U.S. Revenue ETF AMCA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-33,420	Closed	-$961K	–	1524
2019 Q3	$961K	Hold	33,420	–	–	0.01%	772
2019 Q2	$944K	Buy	+33,420	New	+$935K	0.01%	772
2018 Q4	–	Sell	-27,445	Closed	-$778K	–	1625
2018 Q3	$778K	Hold	27,445	–	–	﹤0.01%	912
2018 Q2	$746K	Hold	27,445	–	–	﹤0.01%	873
2018 Q1	$714K	Buy	+27,445	New	+$746K	﹤0.01%	749

Other funds holding AMCA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AMCA Position: Q4 2019 in Review

JP Morgan Private Wealth Advisors sold out of iShares Russell 1000 Pure U.S. Revenue ETF (AMCA) in Q4 2019, closing a stake of 33,420 shares — an estimated $961K sold.

JP Morgan Private Wealth Advisors first reported a position in AMCA in Q1 2018 and held it in 5 quarters. The position peaked at $961K in Q3 2019. 5 funds tracked by Wall St. Rank hold AMCA as of Q4 2019.

JP Morgan Private Wealth Advisors reported no remaining iShares Russell 1000 Pure U.S. Revenue ETF position as of Q4 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 33,420 iShares Russell 1000 Pure U.S. Revenue ETF shares in Q4 2019, an estimated $961K.
JP Morgan Private Wealth Advisors first reported a position in iShares Russell 1000 Pure U.S. Revenue ETF in Q1 2018 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's iShares Russell 1000 Pure U.S. Revenue ETF position peaked at $961K in Q3 2019.
5 funds tracked by Wall St. Rank held iShares Russell 1000 Pure U.S. Revenue ETF as of Q4 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.