JP Morgan Private Wealth Advisors’s Invesco India ETF IMVP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$3.92M	Buy	+167,016	New	+$3.92M	0.01%	553
2020 Q1	–	Sell	-19,935	Closed	-$396K	–	1511
2019 Q4	$396K	Sell	19,935 -840	-4%	-$20.4K	﹤0.01%	1129
2019 Q3	$503K	Hold	20,775	–	–	﹤0.01%	1003
2019 Q2	$525K	Hold	20,775	–	–	﹤0.01%	965
2019 Q1	$526K	Buy	20,775 +2,000	+11%	+$48.1K	﹤0.01%	1020
2018 Q4	$454K	Hold	18,775	–	–	﹤0.01%	1004
2018 Q3	$450K	Buy	+18,775	New	+$480K	﹤0.01%	1108

Other funds holding IMVP

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EAM

Eschler Asset Management London, United Kingdom $56.2M AUM 86.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Invesco India ETF (IMVP) in Q3 2023: 167,016 shares worth $3.92M. The stake represents 0.01% of the portfolio and ranks #553 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in IMVP as recently as Q4 2019.

JP Morgan Private Wealth Advisors first reported a position in IMVP in Q3 2018 and has held it in 7 quarters since. 47 funds tracked by Wall St. Rank hold IMVP as of Q3 2023.

JP Morgan Private Wealth Advisors held 167,016 shares of Invesco India ETF worth $3.92M as of Q3 2023.
Invesco India ETF was a new JP Morgan Private Wealth Advisors position in Q3 2023.
Invesco India ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #553 holding.
JP Morgan Private Wealth Advisors first reported a position in Invesco India ETF in Q3 2018 and has held it in 7 quarters since.
47 funds tracked by Wall St. Rank held Invesco India ETF as of Q3 2023.

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