JP Morgan Private Wealth Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$327K	Buy	+4,351	New	+$344K	﹤0.01%	1433
2023 Q2	–	Sell	-5,031	Closed	-$380K	–	1616
2023 Q1	$380K	Buy	5,031 +10	+0.2%	+$761	﹤0.01%	1583
2022 Q4	$366K	Buy	5,021 +10	+0.2%	+$727	﹤0.01%	1584
2022 Q3	$335K	Buy	5,011 +16	+0.3%	+$1.19K	﹤0.01%	1612
2022 Q2	$353K	Buy	4,995 +9	+0.2%	+$695	﹤0.01%	1578
2022 Q1	$423K	Sell	4,986 -493	-9%	-$41.4K	﹤0.01%	1605
2021 Q4	$490K	Buy	5,479 +511	+10%	+$44.9K	﹤0.01%	1564
2021 Q3	$416K	Buy	4,968 +10	+0.2%	+$858	﹤0.01%	1573
2021 Q2	$419K	Buy	+4,958	New	+$409K	﹤0.01%	1542

Other funds holding EUSA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

RPCA

Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

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

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in iShares MSCI USA Equal Weighted ETF (EUSA) in Q3 2023: 4,351 shares worth $327K. The stake represents ﹤0.01% of the portfolio and ranks #1433 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in EUSA as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in EUSA in Q2 2021 and has held it in 9 quarters since. The position peaked at $490K in Q4 2021. 78 funds tracked by Wall St. Rank hold EUSA as of Q3 2023.

JP Morgan Private Wealth Advisors held 4,351 shares of iShares MSCI USA Equal Weighted ETF worth $327K as of Q3 2023.
iShares MSCI USA Equal Weighted ETF was a new JP Morgan Private Wealth Advisors position in Q3 2023.
iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1433 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2021 and has held it in 9 quarters since.
JP Morgan Private Wealth Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $490K in Q4 2021.
78 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q3 2023.

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