JMPWA
FMAR icon

JP Morgan Private Wealth Advisors’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FMAR Stock Details FMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7,417
Closed -$249K – 1627
2023
Q1 		$249K Buy
+7,417
New +$241K ﹤0.01% 1748

Other funds holding FMAR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FMAR Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q2 2023, closing a stake of 7,417 shares — an estimated $249K sold.

JP Morgan Private Wealth Advisors first reported a position in FMAR in Q1 2023 and held it in 1 quarter. The position peaked at $249K in Q1 2023. 68 funds tracked by Wall St. Rank hold FMAR as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF March position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 7,417 FT Vest US Equity Buffer ETF March shares in Q2 2023, an estimated $249K.
  • JP Morgan Private Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF March in Q1 2023 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's FT Vest US Equity Buffer ETF March position peaked at $249K in Q1 2023.
  • 68 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.