JP Morgan Private Wealth Advisors’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.98M	Sell	35,341 -1,232	-3%	-$108K	0.01%	625
2023 Q2	$3.19M	Sell	36,573 -1,082	-3%	-$89.7K	0.02%	430
2023 Q1	$3.06M	Buy	37,655 +15,694	+71%	+$1.24M	0.01%	736
2022 Q4	$1.67M	Buy	21,961 +2,104	+11%	+$161K	﹤0.01%	911
2022 Q3	$1.41M	Buy	19,857 +4,144	+26%	+$327K	﹤0.01%	985
2022 Q2	$1.18M	Buy	15,713 +648	+4%	+$52.6K	﹤0.01%	1053
2022 Q1	$1.34M	Sell	15,065 -368	-2%	-$32.5K	﹤0.01%	1075
2021 Q4	$1.47M	Sell	15,433 -13	-0.1%	-$1.2K	﹤0.01%	1057
2021 Q3	$1.33M	Sell	15,446 -1,141	-7%	-$101K	﹤0.01%	1077
2021 Q2	$1.43M	Buy	16,587 +457	+3%	+$38.1K	﹤0.01%	1022
2021 Q1	$1.28M	Sell	16,130 -629	-4%	-$48.8K	﹤0.01%	934
2020 Q4	$1.27M	Sell	16,759 -745	-4%	-$53.5K	﹤0.01%	914
2020 Q3	$1.19M	Buy	17,504 +5,334	+44%	+$358K	﹤0.01%	819
2020 Q2	$762K	Buy	+12,170	New	+$721K	﹤0.01%	911

Other funds holding GSLC

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 3.4% in Q3 2023, selling an estimated $108K and leaving 35,341 shares worth $2.98M. The position accounts for 0.01% of the portfolio, ranked #625.

JP Morgan Private Wealth Advisors first reported a position in GSLC in Q2 2020 and has held it in 14 quarters since. The position peaked at $3.19M in Q2 2023. 402 funds tracked by Wall St. Rank hold GSLC as of Q3 2023.

JP Morgan Private Wealth Advisors held 35,341 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $2.98M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,232 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q3 2023, an estimated $108K.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #625 holding.
JP Morgan Private Wealth Advisors first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q2 2020 and has held it in 14 quarters since.
JP Morgan Private Wealth Advisors's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $3.19M in Q2 2023.
402 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q3 2023.

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