JP Morgan Private Wealth Advisors’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,919	Closed	-$279K	–	1977
2022 Q1	$279K	Buy	6,919 +545	+9%	+$22.8K	﹤0.01%	1781
2021 Q4	$277K	Sell	6,374 -2,955	-32%	-$129K	﹤0.01%	1776
2021 Q3	$394K	Sell	9,329 -2,949	-24%	-$126K	﹤0.01%	1596
2021 Q2	$518K	Buy	+12,278	New	+$514K	﹤0.01%	1467

Other funds holding LEGR

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

RJFSA

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

JP Morgan Private Wealth Advisors's LEGR Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q2 2022, closing a stake of 6,919 shares — an estimated $279K sold.

JP Morgan Private Wealth Advisors first reported a position in LEGR in Q2 2021 and held it in 4 quarters. The position peaked at $518K in Q2 2021. 65 funds tracked by Wall St. Rank hold LEGR as of Q2 2022.

JP Morgan Private Wealth Advisors reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q2 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 6,919 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2022, an estimated $279K.
JP Morgan Private Wealth Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2021 and held it in 4 quarters.
JP Morgan Private Wealth Advisors's First Trust Indxx Innovative Transaction & Process ETF position peaked at $518K in Q2 2021.
65 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.