JMPWA
IMVP

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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
EAM
Eschler Asset Management London, United Kingdom $100M AUM 83.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return