JP Morgan Private Wealth Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$15.4M	Buy	368,157 +90,893	+33%	+$3.84M	0.04%	307
2023 Q2	$11.3M	Buy	277,264 +59,872	+28%	+$2.27M	0.06%	215
2023 Q1	$8.27M	Buy	217,392 +31,480	+17%	+$1.21M	0.02%	476
2022 Q4	$6.68M	Buy	185,912 +125,472	+208%	+$4.63M	0.01%	514
2022 Q3	$1.96M	Buy	+60,440	New	+$2.19M	0.01%	850

Other funds holding CALF

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RJFSA

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 33% in Q3 2023, buying an estimated $3.84M and bringing the position to 368,157 shares worth $15.4M. The position accounts for 0.04% of the portfolio, ranked #307.

JP Morgan Private Wealth Advisors first reported a position in CALF in Q3 2022 and has held it in 5 quarters since. 279 funds tracked by Wall St. Rank hold CALF as of Q3 2023.

JP Morgan Private Wealth Advisors held 368,157 shares of Pacer US Small Cap Cash Cows 100 ETF worth $15.4M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 90,893 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2023, an estimated $3.84M.
Pacer US Small Cap Cash Cows 100 ETF made up 0.04% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #307 holding.
JP Morgan Private Wealth Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2022 and has held it in 5 quarters since.
279 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2023.

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