JP Morgan Private Wealth Advisors’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,749	Closed	-$202K	–	2040
2021 Q4	$202K	Hold	4,749	–	–	﹤0.01%	1907
2021 Q3	$228K	Buy	4,749 +255	+6%	+$13.2K	﹤0.01%	1803
2021 Q2	$247K	Buy	4,494 +330	+8%	+$17.7K	﹤0.01%	1747
2021 Q1	$216K	Sell	4,164 -411	-9%	-$22.6K	﹤0.01%	1653
2020 Q4	$235K	Buy	+4,575	New	+$210K	﹤0.01%	1588
2020 Q1	–	Sell	-8,328	Closed	-$277K	–	1476
2019 Q4	$277K	Buy	8,328 +504	+6%	+$16.3K	﹤0.01%	1272
2019 Q3	$243K	Buy	+7,824	New	+$255K	﹤0.01%	1265

Other funds holding IGPT

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IGPT Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q1 2022, closing a stake of 4,749 shares — an estimated $202K sold.

JP Morgan Private Wealth Advisors first reported a position in IGPT in Q3 2019 and held it in 7 quarters. The position peaked at $277K in Q4 2019. 74 funds tracked by Wall St. Rank hold IGPT as of Q1 2022.

JP Morgan Private Wealth Advisors reported no remaining Invesco AI and Next Gen Software ETF position as of Q1 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 4,749 Invesco AI and Next Gen Software ETF shares in Q1 2022, an estimated $202K.
JP Morgan Private Wealth Advisors first reported a position in Invesco AI and Next Gen Software ETF in Q3 2019 and held it in 7 quarters.
JP Morgan Private Wealth Advisors's Invesco AI and Next Gen Software ETF position peaked at $277K in Q4 2019.
74 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.