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JP Morgan Private Wealth Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FPX Stock Details FPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$208K Sell
2,482
-9,829
-80% -$864K ﹤0.01% 1619
2023
Q2 		$1.09M Sell
12,311
-4,433
-26% -$368K 0.01% 740
2023
Q1 		$1.41M Sell
16,744
-2,143
-11% -$178K ﹤0.01% 1014
2022
Q4 		$1.49M Sell
18,887
-4,029
-18% -$337K ﹤0.01% 958
2022
Q3 		$1.86M Sell
22,916
-1,651
-7% -$145K ﹤0.01% 868
2022
Q2 		$2.02M Sell
24,567
-5,089
-17% -$474K 0.01% 848
2022
Q1 		$3.23M Sell
29,656
-9,881
-25% -$1.05M 0.01% 738
2021
Q4 		$4.84M Sell
39,537
-1,546
-4% -$196K 0.01% 618
2021
Q3 		$5.07M Sell
41,083
-158
-0.4% -$20.1K 0.01% 591
2021
Q2 		$5.26M Buy
41,241
+2,883
+8% +$352K 0.01% 582
2021
Q1 		$4.57M Buy
38,358
+4,241
+12% +$533K 0.01% 528
2020
Q4 		$4.04M Sell
34,117
-2,676
-7% -$290K 0.01% 541
2020
Q3 		$3.56M Sell
36,793
-2,136
-5% -$195K 0.01% 512
2020
Q2 		$3.26M Sell
38,929
-124
-0.3% -$9.36K 0.01% 464
2020
Q1 		$2.46M Sell
39,053
-43,919
-53% -$3.39M 0.01% 489
2019
Q4 		$6.67M Sell
82,972
-3,483
-4% -$270K 0.03% 368
2019
Q3 		$6.55M Buy
86,455
+3,870
+5% +$304K 0.03% 353
2019
Q2 		$6.43M Buy
82,585
+3,464
+4% +$263K 0.04% 338
2019
Q1 		$5.92M Buy
79,121
+12,941
+20% +$911K 0.03% 374
2018
Q4 		$4.11M Buy
+66,180
New +$4.43M 0.03% 404

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its First Trust US Equity Opportunities ETF (FPX) stake by 80% in Q3 2023, selling an estimated $864K and leaving 2,482 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

JP Morgan Private Wealth Advisors first reported a position in FPX in Q4 2018 and has held it in 20 quarters since. The position peaked at $6.67M in Q4 2019. 152 funds tracked by Wall St. Rank hold FPX as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,482 shares of First Trust US Equity Opportunities ETF worth $208K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 9,829 First Trust US Equity Opportunities ETF shares in Q3 2023, an estimated $864K.
  • First Trust US Equity Opportunities ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1619 holding.
  • JP Morgan Private Wealth Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2018 and has held it in 20 quarters since.
  • JP Morgan Private Wealth Advisors's First Trust US Equity Opportunities ETF position peaked at $6.67M in Q4 2019.
  • 152 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2023.

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