JP Morgan Private Wealth Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$6.16M	Sell	234,966 -61,269	-21%	-$1.67M	0.02%	463
2023 Q2	$8.04M	Sell	296,235 -51,618	-15%	-$1.33M	0.04%	264
2023 Q1	$8.86M	Sell	347,853 -4,750	-1%	-$120K	0.02%	457
2022 Q4	$8.56M	Sell	352,603 -4,820	-1%	-$117K	0.02%	454
2022 Q3	$7.95M	Sell	357,423 -34,777	-9%	-$854K	0.02%	445
2022 Q2	$9.14M	Buy	392,200 +169,242	+76%	+$4.28M	0.02%	423
2022 Q1	$6.15M	Sell	222,958 -759	-0.3%	-$20.8K	0.01%	558
2021 Q4	$6.48M	Hold	223,717	–	–	0.01%	546
2021 Q3	$5.94M	Sell	223,717 -15,354	-6%	-$417K	0.01%	553
2021 Q2	$6.45M	Buy	+239,071	New	+$6.35M	0.02%	518

Other funds holding DFAC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 21% in Q3 2023, selling an estimated $1.67M and leaving 234,966 shares worth $6.16M. The position accounts for 0.02% of the portfolio, ranked #463.

JP Morgan Private Wealth Advisors first reported a position in DFAC in Q2 2021 and has held it in 10 quarters since. The position peaked at $9.14M in Q2 2022. 688 funds tracked by Wall St. Rank hold DFAC as of Q3 2023.

JP Morgan Private Wealth Advisors held 234,966 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $6.16M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 61,269 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2023, an estimated $1.67M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #463 holding.
JP Morgan Private Wealth Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $9.14M in Q2 2022.
688 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2023.

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