JP Morgan Private Wealth Advisors’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,364	Closed	-$209K	–	1750
2023 Q2	$209K	Sell	3,364 -8,412	-71%	-$485K	﹤0.01%	1371
2023 Q1	$661K	Sell	11,776 -524	-4%	-$29.4K	﹤0.01%	1351
2022 Q4	$641K	Buy	12,300 +6	+0%	+$315	﹤0.01%	1355
2022 Q3	$602K	Sell	12,294 -2	-0%	-$109	﹤0.01%	1375
2022 Q2	$626K	Buy	12,296 +326	+3%	+$17.9K	﹤0.01%	1362
2022 Q1	$730K	Sell	11,970 -8,445	-41%	-$513K	﹤0.01%	1356
2021 Q4	$1.38M	Buy	20,415 +929	+5%	+$62.4K	﹤0.01%	1087
2021 Q3	$1.26M	Sell	19,486 -9,562	-33%	-$643K	﹤0.01%	1107
2021 Q2	$1.96M	Sell	29,048 -165	-0.6%	-$11.2K	0.01%	889
2021 Q1	$1.96M	Sell	29,213 -4,760	-14%	-$316K	0.01%	776
2020 Q4	$2.13M	Buy	33,973 +4,015	+13%	+$231K	0.01%	711
2020 Q3	$1.55M	Buy	29,958 +1,017	+4%	+$52K	0.01%	729
2020 Q2	$1.38M	Buy	+28,941	New	+$1.23M	0.01%	694

Other funds holding JSMD

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

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

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q3 2023, closing a stake of 3,364 shares — an estimated $209K sold.

JP Morgan Private Wealth Advisors first reported a position in JSMD in Q2 2020 and held it in 13 quarters. The position peaked at $2.13M in Q4 2020. 54 funds tracked by Wall St. Rank hold JSMD as of Q3 2023.

JP Morgan Private Wealth Advisors reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q3 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 3,364 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q3 2023, an estimated $209K.
JP Morgan Private Wealth Advisors first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q2 2020 and held it in 13 quarters.
JP Morgan Private Wealth Advisors's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $2.13M in Q4 2020.
54 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q3 2023.

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