JMPWA
FDIQ

JP Morgan Private Wealth Advisors’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FDIQ Stock Details FDIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-10,075
Closed -$491K – 1424
2019
Q1 		$491K Hold
10,075
– – ﹤0.01% 1047
2018
Q4 		$451K Buy
+10,075
New +$510K ﹤0.01% 1006

Other funds holding FDIQ

Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FDIQ Position: Q2 2019 in Review

JP Morgan Private Wealth Advisors sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q2 2019, closing a stake of 10,075 shares — an estimated $491K sold.

JP Morgan Private Wealth Advisors first reported a position in FDIQ in Q4 2018 and held it in 2 quarters. The position peaked at $491K in Q1 2019. 34 funds tracked by Wall St. Rank hold FDIQ as of Q2 2019.

  • JP Morgan Private Wealth Advisors reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q2 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,075 Invesco Bloomberg Financial Data Providers ETF shares in Q2 2019, an estimated $491K.
  • JP Morgan Private Wealth Advisors first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q4 2018 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Invesco Bloomberg Financial Data Providers ETF position peaked at $491K in Q1 2019.
  • 34 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q2 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.