JMPWA
IVRA

JP Morgan Private Wealth Advisors’s Invesco Real Assets ESG ETF IVRA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IVRA Stock Details IVRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$147K Sell
11,878
-1,408
-11% -$18.8K ﹤0.01% 1662
2023
Q2 		$179K Sell
13,286
-2,059
-13% -$27.3K ﹤0.01% 1406
2023
Q1 		$208K Buy
+15,345
New +$212K ﹤0.01% 1814

Other funds holding IVRA

National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Invesco Real Assets ESG ETF (IVRA) stake by 11% in Q3 2023, selling an estimated $18.8K and leaving 11,878 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

JP Morgan Private Wealth Advisors first reported a position in IVRA in Q1 2023 and has held it in 3 quarters since. The position peaked at $208K in Q1 2023. 9 funds tracked by Wall St. Rank hold IVRA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 11,878 shares of Invesco Real Assets ESG ETF worth $147K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,408 Invesco Real Assets ESG ETF shares in Q3 2023, an estimated $18.8K.
  • Invesco Real Assets ESG ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1662 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Invesco Real Assets ESG ETF in Q1 2023 and has held it in 3 quarters since.
  • JP Morgan Private Wealth Advisors's Invesco Real Assets ESG ETF position peaked at $208K in Q1 2023.
  • 9 funds tracked by Wall St. Rank held Invesco Real Assets ESG ETF as of Q3 2023.

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