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JP Morgan Private Wealth Advisors’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ETHO Stock Details ETHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$880K Sell
17,593
-340
-2% -$18K ﹤0.01% 1024
2023
Q2 		$955K Sell
17,933
-260
-1% -$13.3K 0.01% 775
2023
Q1 		$949K Buy
18,193
+8,655
+91% +$452K ﹤0.01% 1185
2022
Q4 		$471K Sell
9,538
-574
-6% -$28.5K ﹤0.01% 1494
2022
Q3 		$467K Buy
10,112
+574
+6% +$29.5K ﹤0.01% 1489
2022
Q2 		$454K Hold
9,538
– – ﹤0.01% 1489
2022
Q1 		$557K Sell
9,538
-878
-8% -$51K ﹤0.01% 1489
2021
Q4 		$671K Hold
10,416
– – ﹤0.01% 1429
2021
Q3 		$619K Hold
10,416
– – ﹤0.01% 1417
2021
Q2 		$630K Buy
10,416
+878
+9% +$51.7K ﹤0.01% 1395
2021
Q1 		$549K Sell
9,538
-1,300
-12% -$73K ﹤0.01% 1275
2020
Q4 		$576K Buy
10,838
+500
+5% +$24.4K ﹤0.01% 1236
2020
Q3 		$458K Sell
10,338
-1,000
-9% -$43.7K ﹤0.01% 1197
2020
Q2 		$467K Buy
+11,338
New +$431K ﹤0.01% 1135
2018
Q3 		– Sell
-7,378
Closed -$262K – 1590
2018
Q2 		$262K Buy
+7,378
New +$259K ﹤0.01% 1258

Other funds holding ETHO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Amplify Etho Climate Leadership US ETF (ETHO) stake by 1.9% in Q3 2023, selling an estimated $18K and leaving 17,593 shares worth $880K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

JP Morgan Private Wealth Advisors first reported a position in ETHO in Q2 2018 and has held it in 15 quarters since. The position peaked at $955K in Q2 2023. 53 funds tracked by Wall St. Rank hold ETHO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 17,593 shares of Amplify Etho Climate Leadership US ETF worth $880K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 340 Amplify Etho Climate Leadership US ETF shares in Q3 2023, an estimated $18K.
  • Amplify Etho Climate Leadership US ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1024 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Amplify Etho Climate Leadership US ETF in Q2 2018 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's Amplify Etho Climate Leadership US ETF position peaked at $955K in Q2 2023.
  • 53 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q3 2023.

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