JP Morgan Private Wealth Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.36M	Buy	51,591 +16,361	+46%	+$773K	0.01%	687
2023 Q2	$1.65M	Sell	35,230 -14,458	-29%	-$645K	0.01%	629
2023 Q1	$2.17M	Sell	49,688 -1,867	-4%	-$80.6K	﹤0.01%	850
2022 Q4	$2.14M	Buy	51,555 +13,655	+36%	+$568K	﹤0.01%	814
2022 Q3	$1.46M	Buy	37,900 +32,793	+642%	+$1.4M	﹤0.01%	972
2022 Q2	$208K	Buy	+5,107	New	+$226K	﹤0.01%	1809

Other funds holding EPS

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its WisdomTree US LargeCap Fund (EPS) stake by 46% in Q3 2023, buying an estimated $773K and bringing the position to 51,591 shares worth $2.36M. The position accounts for 0.01% of the portfolio, ranked #687.

JP Morgan Private Wealth Advisors first reported a position in EPS in Q2 2022 and has held it in 6 quarters since. 109 funds tracked by Wall St. Rank hold EPS as of Q3 2023.

JP Morgan Private Wealth Advisors held 51,591 shares of WisdomTree US LargeCap Fund worth $2.36M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 16,361 WisdomTree US LargeCap Fund shares in Q3 2023, an estimated $773K.
WisdomTree US LargeCap Fund made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #687 holding.
JP Morgan Private Wealth Advisors first reported a position in WisdomTree US LargeCap Fund in Q2 2022 and has held it in 6 quarters since.
109 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2023.

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