JMPWA
IBUY icon

JP Morgan Private Wealth Advisors’s Amplify Online Retail ETF IBUY Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IBUY Stock Details IBUY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,168
Closed -$493K – 1672
2023
Q1 		$493K Sell
11,168
-1,251
-10% -$56K ﹤0.01% 1487
2022
Q4 		$484K Sell
12,419
-1,113
-8% -$45.4K ﹤0.01% 1485
2022
Q3 		$535K Buy
13,532
+600
+5% +$27.8K ﹤0.01% 1427
2022
Q2 		$542K Buy
12,932
+1,229
+11% +$62.8K ﹤0.01% 1428
2022
Q1 		$769K Sell
11,703
-1,720
-13% -$122K ﹤0.01% 1333
2021
Q4 		$1.18M Sell
13,423
-2,000
-13% -$205K ﹤0.01% 1160
2021
Q3 		$1.69M Sell
15,423
-92
-0.6% -$10.9K ﹤0.01% 963
2021
Q2 		$2.01M Buy
15,515
+1,659
+12% +$204K 0.01% 879
2021
Q1 		$1.72M Sell
13,856
-225
-2% -$28.8K 0.01% 819
2020
Q4 		$1.61M Buy
14,081
+3,901
+38% +$397K 0.01% 828
2020
Q3 		$898K Buy
+10,180
New +$865K ﹤0.01% 927

Other funds holding IBUY

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 IBUY Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Amplify Online Retail ETF (IBUY) in Q2 2023, closing a stake of 11,168 shares — an estimated $493K sold.

JP Morgan Private Wealth Advisors first reported a position in IBUY in Q3 2020 and held it in 11 quarters. The position peaked at $2.01M in Q2 2021. 69 funds tracked by Wall St. Rank hold IBUY as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Amplify Online Retail ETF position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 11,168 Amplify Online Retail ETF shares in Q2 2023, an estimated $493K.
  • JP Morgan Private Wealth Advisors first reported a position in Amplify Online Retail ETF in Q3 2020 and held it in 11 quarters.
  • JP Morgan Private Wealth Advisors's Amplify Online Retail ETF position peaked at $2.01M in Q2 2021.
  • 69 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q2 2023.

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