JP Morgan Private Wealth Advisors’s ALPS Equal Sector Weight ETF EQL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.47M	Buy	73,809 +249	+0.3%	+$8.7K	0.01%	673
2023 Q2	$2.56M	Sell	73,560 -21,564	-23%	-$722K	0.01%	489
2023 Q1	$3.16M	Sell	95,124 -102,630	-52%	-$3.38M	0.01%	725
2022 Q4	$6.31M	Buy	+197,754	New	+$6.3M	0.01%	527

Other funds holding EQL

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

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

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

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its ALPS Equal Sector Weight ETF (EQL) stake by 0.34% in Q3 2023, buying an estimated $8.7K and bringing the position to 73,809 shares worth $2.47M. The position accounts for 0.01% of the portfolio, ranked #673.

JP Morgan Private Wealth Advisors first reported a position in EQL in Q4 2022 and has held it in 4 quarters since. The position peaked at $6.31M in Q4 2022. 46 funds tracked by Wall St. Rank hold EQL as of Q3 2023.

JP Morgan Private Wealth Advisors held 73,809 shares of ALPS Equal Sector Weight ETF worth $2.47M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 249 ALPS Equal Sector Weight ETF shares in Q3 2023, an estimated $8.7K.
ALPS Equal Sector Weight ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #673 holding.
JP Morgan Private Wealth Advisors first reported a position in ALPS Equal Sector Weight ETF in Q4 2022 and has held it in 4 quarters since.
JP Morgan Private Wealth Advisors's ALPS Equal Sector Weight ETF position peaked at $6.31M in Q4 2022.
46 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2023.

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