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JP Morgan Private Wealth Advisors’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BSVO Stock Details BSVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.66M Sell
90,597
-1,830
-2% -$34.2K ﹤0.01% 809
2023
Q2 		$1.65M Hold
92,427
– – 0.01% 628
2023
Q1 		$1.62M Buy
+92,427
New +$1.6M ﹤0.01% 960

Other funds holding BSVO

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
CA
Claris Advisors St. Louis, Missouri $383M AUM 27.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
GC
Gibson Capital Wexford, Pennsylvania $610M AUM 20.96% 1-Year Est. Return
DWM
Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 2% in Q3 2023, selling an estimated $34.2K and leaving 90,597 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #809.

JP Morgan Private Wealth Advisors first reported a position in BSVO in Q1 2023 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold BSVO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 90,597 shares of EA Bridgeway Omni Small-Cap Value ETF worth $1.66M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,830 EA Bridgeway Omni Small-Cap Value ETF shares in Q3 2023, an estimated $34.2K.
  • EA Bridgeway Omni Small-Cap Value ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #809 holding.
  • JP Morgan Private Wealth Advisors first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q3 2023.

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