JP Morgan Private Wealth Advisors’s Hartford Large Cap Growth ETF HFGO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$8.64M	Buy	596,086 +25,084	+4%	+$385K	0.02%	396
2023 Q2	$8.8M	Buy	571,002 +60,144	+12%	+$858K	0.05%	248
2023 Q1	$7.01M	Buy	510,858 +19,625	+4%	+$253K	0.01%	511
2022 Q4	$5.79M	Buy	491,233 +102,409	+26%	+$1.22M	0.01%	541
2022 Q3	$4.43M	Buy	388,824 +213,500	+122%	+$2.68M	0.01%	587
2022 Q2	$2.01M	Buy	+175,324	New	+$2.32M	0.01%	851

Other funds holding HFGO

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Hartford Large Cap Growth ETF (HFGO) stake by 4.4% in Q3 2023, buying an estimated $385K and bringing the position to 596,086 shares worth $8.64M. The position accounts for 0.02% of the portfolio, ranked #396.

JP Morgan Private Wealth Advisors first reported a position in HFGO in Q2 2022 and has held it in 6 quarters since. The position peaked at $8.8M in Q2 2023. 5 funds tracked by Wall St. Rank hold HFGO as of Q3 2023.

JP Morgan Private Wealth Advisors held 596,086 shares of Hartford Large Cap Growth ETF worth $8.64M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 25,084 Hartford Large Cap Growth ETF shares in Q3 2023, an estimated $385K.
Hartford Large Cap Growth ETF made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #396 holding.
JP Morgan Private Wealth Advisors first reported a position in Hartford Large Cap Growth ETF in Q2 2022 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's Hartford Large Cap Growth ETF position peaked at $8.8M in Q2 2023.
5 funds tracked by Wall St. Rank held Hartford Large Cap Growth ETF as of Q3 2023.

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