JP Morgan Private Wealth Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$205K	Hold	5,151	–	–	﹤0.01%	1624
2023 Q2	$216K	Sell	5,151 -390	-7%	-$15.8K	﹤0.01%	1365
2023 Q1	$228K	Hold	5,541	–	–	﹤0.01%	1782
2022 Q4	$223K	Hold	5,541	–	–	﹤0.01%	1776
2022 Q3	$205K	Hold	5,541	–	–	﹤0.01%	1800
2022 Q2	$217K	Hold	5,541	–	–	﹤0.01%	1792
2022 Q1	$258K	Sell	5,541 -435	-7%	-$19.7K	﹤0.01%	1811
2021 Q4	$283K	Buy	5,976 +435	+8%	+$20.3K	﹤0.01%	1765
2021 Q3	$247K	Hold	5,541	–	–	﹤0.01%	1769
2021 Q2	$253K	Hold	5,541	–	–	﹤0.01%	1733
2021 Q1	$238K	Hold	5,541	–	–	﹤0.01%	1615
2020 Q4	$216K	Buy	+5,541	New	+$199K	﹤0.01%	1617

Other funds holding EQAL

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RWP

Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

WCP

Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its Invesco Russell 1000 Equal Weight ETF (EQAL) position steady in Q3 2023 at 5,151 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

JP Morgan Private Wealth Advisors first reported a position in EQAL in Q4 2020 and has held it in 12 quarters since. The position peaked at $283K in Q4 2021. 63 funds tracked by Wall St. Rank hold EQAL as of Q3 2023.

JP Morgan Private Wealth Advisors held 5,151 shares of Invesco Russell 1000 Equal Weight ETF worth $205K as of Q3 2023.
JP Morgan Private Wealth Advisors left its Invesco Russell 1000 Equal Weight ETF share count unchanged in Q3 2023.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1624 holding.
JP Morgan Private Wealth Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2020 and has held it in 12 quarters since.
JP Morgan Private Wealth Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $283K in Q4 2021.
63 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2023.

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