JMPWA
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JP Morgan Private Wealth Advisors’s Invesco S&P Spin-Off ETF CSD Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-8,000
Closed -$228K – 1559
2020
Q1 		$228K Sell
8,000
-2,000
-20% -$85.5K ﹤0.01% 1243
2019
Q4 		$505K Hold
10,000
– – ﹤0.01% 1047
2019
Q3 		$464K Buy
+10,000
New +$473K ﹤0.01% 1033
2019
Q2 		– Sell
-34,128
Closed -$1.72M – 1394
2019
Q1 		$1.72M Sell
34,128
-116
-0.3% -$5.65K 0.01% 649
2018
Q4 		$1.45M Sell
34,244
-26
-0.1% -$1.26K 0.01% 637
2018
Q3 		$1.88M Sell
34,270
-3
-0% -$165 0.01% 645
2018
Q2 		$1.86M Buy
+34,273
New +$1.86M 0.01% 619
2018
Q1 		– Sell
-35,967
Closed -$1.87M – 1313
2017
Q4 		$1.87M Buy
35,967
+4,527
+14% +$233K 0.01% 499
2017
Q3 		$1.59M Buy
+31,440
New +$1.54M 0.01% 517

Other funds holding CSD

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $931M AUM 29.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return