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JP Morgan Private Wealth Advisors’s EA Bridgeway Blue Chip ETF BBLU Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BBLU Stock Details BBLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-156,732
Closed -$1.26M – 1942
2022
Q4 		$1.26M Buy
+156,732
New +$1.66M ﹤0.01% 1036

Other funds holding BBLU

Osaic Holdings
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BBLU Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of EA Bridgeway Blue Chip ETF (BBLU) in Q1 2023, closing a stake of 156,732 shares — an estimated $1.26M sold.

JP Morgan Private Wealth Advisors first reported a position in BBLU in Q4 2022 and held it in 1 quarter. The position peaked at $1.26M in Q4 2022. 34 funds tracked by Wall St. Rank hold BBLU as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining EA Bridgeway Blue Chip ETF position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 156,732 EA Bridgeway Blue Chip ETF shares in Q1 2023, an estimated $1.26M.
  • JP Morgan Private Wealth Advisors first reported a position in EA Bridgeway Blue Chip ETF in Q4 2022 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's EA Bridgeway Blue Chip ETF position peaked at $1.26M in Q4 2022.
  • 34 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.