JP Morgan Private Wealth Advisors’s Pacer Industrial Real Estate ETF INDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$232K	Buy	6,620 +580	+10%	+$22.3K	﹤0.01%	1583
2023 Q2	$236K	Buy	+6,040	New	+$241K	﹤0.01%	1332

Other funds holding INDS

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Pacer Industrial Real Estate ETF (INDS) stake by 9.6% in Q3 2023, buying an estimated $22.3K and bringing the position to 6,620 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

JP Morgan Private Wealth Advisors first reported a position in INDS in Q2 2023 and has held it in 2 quarters since. The position peaked at $236K in Q2 2023. 77 funds tracked by Wall St. Rank hold INDS as of Q3 2023.

JP Morgan Private Wealth Advisors held 6,620 shares of Pacer Industrial Real Estate ETF worth $232K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 580 Pacer Industrial Real Estate ETF shares in Q3 2023, an estimated $22.3K.
Pacer Industrial Real Estate ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1583 holding.
JP Morgan Private Wealth Advisors first reported a position in Pacer Industrial Real Estate ETF in Q2 2023 and has held it in 2 quarters since.
JP Morgan Private Wealth Advisors's Pacer Industrial Real Estate ETF position peaked at $236K in Q2 2023.
77 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q3 2023.

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