JP Morgan Private Wealth Advisors’s Invesco China Technology ETF CQQQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.91M	Sell	52,812 -12,368	-19%	-$490K	0.01%	752
2023 Q2	$2.59M	Sell	65,180 -11,223	-15%	-$468K	0.01%	486
2023 Q1	$3.56M	Sell	76,403 -5,484	-7%	-$255K	0.01%	684
2022 Q4	$3.55M	Sell	81,887 -2,822	-3%	-$108K	0.01%	670
2022 Q3	$3.08M	Sell	84,709 -6,467	-7%	-$287K	0.01%	701
2022 Q2	$4.6M	Sell	91,176 -17,050	-16%	-$770K	0.01%	590
2022 Q1	$5.08M	Sell	108,226 -15,714	-13%	-$867K	0.01%	606
2021 Q4	$7.7M	Buy	123,940 +9,282	+8%	+$619K	0.02%	502
2021 Q3	$7.54M	Buy	114,658 +69,218	+152%	+$4.95M	0.02%	488
2021 Q2	$3.83M	Buy	45,440 +10,033	+28%	+$813K	0.01%	655
2021 Q1	$2.88M	Buy	35,407 +31,747	+867%	+$2.95M	0.01%	646
2020 Q4	$301K	Buy	+3,660	New	+$281K	﹤0.01%	1493

Other funds holding CQQQ

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

QGA

Q Global Advisors Fort Worth, Texas $113M AUM 20.91% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Invesco China Technology ETF (CQQQ) stake by 19% in Q3 2023, selling an estimated $490K and leaving 52,812 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #752.

JP Morgan Private Wealth Advisors first reported a position in CQQQ in Q4 2020 and has held it in 12 quarters since. The position peaked at $7.7M in Q4 2021. 76 funds tracked by Wall St. Rank hold CQQQ as of Q3 2023.

JP Morgan Private Wealth Advisors held 52,812 shares of Invesco China Technology ETF worth $1.91M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 12,368 Invesco China Technology ETF shares in Q3 2023, an estimated $490K.
Invesco China Technology ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #752 holding.
JP Morgan Private Wealth Advisors first reported a position in Invesco China Technology ETF in Q4 2020 and has held it in 12 quarters since.
JP Morgan Private Wealth Advisors's Invesco China Technology ETF position peaked at $7.7M in Q4 2021.
76 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q3 2023.

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