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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$29M	Sell	586,672 -21,546	-4%	-$1.08M	0.08%	226
2023 Q2	$29.1M	Sell	608,218 -89,543	-13%	-$4.16M	0.15%	133
2023 Q1	$32.8M	Buy	697,761 +136,845	+24%	+$6.54M	0.07%	246
2022 Q4	$25.9M	Buy	560,916 +333,472	+147%	+$15.5M	0.06%	277
2022 Q3	$9.33M	Buy	+227,444	New	+$10.2M	0.02%	416

Other funds holding COWZ

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 3.5% in Q3 2023, selling an estimated $1.08M and leaving 586,672 shares worth $29M. The position accounts for 0.08% of the portfolio, ranked #226.

JP Morgan Private Wealth Advisors first reported a position in COWZ in Q3 2022 and has held it in 5 quarters since. The position peaked at $32.8M in Q1 2023. 577 funds tracked by Wall St. Rank hold COWZ as of Q3 2023.

JP Morgan Private Wealth Advisors held 586,672 shares of Pacer US Cash Cows 100 ETF worth $29M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 21,546 Pacer US Cash Cows 100 ETF shares in Q3 2023, an estimated $1.08M.
Pacer US Cash Cows 100 ETF made up 0.08% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #226 holding.
JP Morgan Private Wealth Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q3 2022 and has held it in 5 quarters since.
JP Morgan Private Wealth Advisors's Pacer US Cash Cows 100 ETF position peaked at $32.8M in Q1 2023.
577 funds tracked by Wall St. Rank held Pacer US 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.