JP Morgan Private Wealth Advisors’s First Trust Water ETF FIW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$3.3M	Buy	39,876 +1	+0%	+$88	0.01%	603
2023 Q2	$3.53M	Buy	39,875 +588	+1%	+$49.4K	0.02%	407
2023 Q1	$3.29M	Sell	39,287 -6,200	-14%	-$513K	0.01%	712
2022 Q4	$3.61M	Sell	45,487 -1,835	-4%	-$145K	0.01%	664
2022 Q3	$3.4M	Sell	47,322 -2,787	-6%	-$217K	0.01%	669
2022 Q2	$3.61M	Sell	50,109 -2,523	-5%	-$193K	0.01%	661
2022 Q1	$4.44M	Buy	52,632 +4,804	+10%	+$401K	0.01%	658
2021 Q4	$4.53M	Buy	47,828 +9,544	+25%	+$868K	0.01%	640
2021 Q3	$3.26M	Buy	+38,284	New	+$3.35M	0.01%	714
2020 Q1	–	Sell	-3,421	Closed	-$205K	–	1458
2019 Q4	$205K	Buy	+3,421	New	+$196K	﹤0.01%	1395

Other funds holding FIW

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors increased its First Trust Water ETF (FIW) stake by 0% in Q3 2023, buying an estimated $88 and bringing the position to 39,876 shares worth $3.3M. The position accounts for 0.01% of the portfolio, ranked #603.

JP Morgan Private Wealth Advisors first reported a position in FIW in Q4 2019 and has held it in 10 quarters since. The position peaked at $4.53M in Q4 2021. 239 funds tracked by Wall St. Rank hold FIW as of Q3 2023.

JP Morgan Private Wealth Advisors held 39,876 shares of First Trust Water ETF worth $3.3M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 1 First Trust Water ETF share in Q3 2023, an estimated $88.
First Trust Water ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #603 holding.
JP Morgan Private Wealth Advisors first reported a position in First Trust Water ETF in Q4 2019 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's First Trust Water ETF position peaked at $4.53M in Q4 2021.
239 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2023.

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