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JP Morgan Private Wealth Advisors’s Amplify Mobile Payments ETF IPAY Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IPAY Stock Details IPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,230
Closed -$223K – 1746
2023
Q2 		$223K Buy
5,230
+350
+7% +$14.6K ﹤0.01% 1355
2023
Q1 		$203K Sell
4,880
-750
-13% -$31.7K ﹤0.01% 1827
2022
Q4 		$221K Sell
5,630
-29,711
-84% -$1.18M ﹤0.01% 1778
2022
Q3 		$1.33M Sell
35,341
-4,793
-12% -$204K ﹤0.01% 1002
2022
Q2 		$1.57M Sell
40,134
-15,801
-28% -$710K ﹤0.01% 925
2022
Q1 		$2.92M Sell
55,935
-48,960
-47% -$2.55M 0.01% 783
2021
Q4 		$6.09M Buy
104,895
+95,145
+976% +$5.97M 0.01% 563
2021
Q3 		$660K Buy
9,750
+2,000
+26% +$141K ﹤0.01% 1399
2021
Q2 		$546K Buy
7,750
+650
+9% +$45.4K ﹤0.01% 1447
2021
Q1 		$474K Sell
7,100
-100
-1% -$6.77K ﹤0.01% 1334
2020
Q4 		$479K Buy
7,200
+100
+1% +$5.93K ﹤0.01% 1307
2020
Q3 		$386K Sell
7,100
-460
-6% -$24.6K ﹤0.01% 1256
2020
Q2 		$371K Sell
7,560
-5,320
-41% -$239K ﹤0.01% 1223
2020
Q1 		$480K Sell
12,880
-950
-7% -$45.4K ﹤0.01% 941
2019
Q4 		$685K Buy
13,830
+460
+3% +$21.9K ﹤0.01% 932
2019
Q3 		$623K Buy
13,370
+2,640
+25% +$127K ﹤0.01% 926
2019
Q2 		$503K Buy
10,730
+2,230
+26% +$99.2K ﹤0.01% 986
2019
Q1 		$365K Buy
8,500
+350
+4% +$13.9K ﹤0.01% 1133
2018
Q4 		$285K Sell
8,150
-250
-3% -$9.6K ﹤0.01% 1193
2018
Q3 		$360K Buy
8,400
+1,350
+19% +$55.7K ﹤0.01% 1213
2018
Q2 		$274K Buy
+7,050
New +$268K ﹤0.01% 1238

Other funds holding IPAY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Amplify Mobile Payments ETF (IPAY) in Q3 2023, closing a stake of 5,230 shares — an estimated $223K sold.

JP Morgan Private Wealth Advisors first reported a position in IPAY in Q2 2018 and held it in 21 quarters. The position peaked at $6.09M in Q4 2021. 105 funds tracked by Wall St. Rank hold IPAY as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Amplify Mobile Payments ETF position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 5,230 Amplify Mobile Payments ETF shares in Q3 2023, an estimated $223K.
  • JP Morgan Private Wealth Advisors first reported a position in Amplify Mobile Payments ETF in Q2 2018 and held it in 21 quarters.
  • JP Morgan Private Wealth Advisors's Amplify Mobile Payments ETF position peaked at $6.09M in Q4 2021.
  • 105 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q3 2023.

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