JMPWA
GINN icon

JP Morgan Private Wealth Advisors’s Goldman Sachs Innovate Equity ETF GINN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GINN Stock Details GINN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-47,464
Closed -$1.84M – 1953
2022
Q3 		$1.84M Hold
47,464
– – ﹤0.01% 874
2022
Q2 		$2M Buy
+47,464
New +$2.21M 0.01% 856

Other funds holding GINN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's GINN Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Goldman Sachs Innovate Equity ETF (GINN) in Q4 2022, closing a stake of 47,464 shares — an estimated $1.84M sold.

JP Morgan Private Wealth Advisors first reported a position in GINN in Q2 2022 and held it in 2 quarters. The position peaked at $2M in Q2 2022. 45 funds tracked by Wall St. Rank hold GINN as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Goldman Sachs Innovate Equity ETF position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 47,464 Goldman Sachs Innovate Equity ETF shares in Q4 2022, an estimated $1.84M.
  • JP Morgan Private Wealth Advisors first reported a position in Goldman Sachs Innovate Equity ETF in Q2 2022 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Goldman Sachs Innovate Equity ETF position peaked at $2M in Q2 2022.
  • 45 funds tracked by Wall St. Rank held Goldman Sachs Innovate Equity ETF as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.