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JP Morgan Private Wealth Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$792K Hold
18,286
– – ﹤0.01% 1063
2023
Q2 		$815K Hold
18,286
– – ﹤0.01% 836
2023
Q1 		$758K Buy
18,286
+300
+2% +$12.2K ﹤0.01% 1297
2022
Q4 		$702K Buy
17,986
+7,471
+71% +$292K ﹤0.01% 1320
2022
Q3 		$381K Buy
+10,515
New +$422K ﹤0.01% 1562

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its iShares US Equity Factor ETF (LRGF) position steady in Q3 2023 at 18,286 shares worth $792K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

JP Morgan Private Wealth Advisors first reported a position in LRGF in Q3 2022 and has held it in 5 quarters since. The position peaked at $815K in Q2 2023. 155 funds tracked by Wall St. Rank hold LRGF as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 18,286 shares of iShares US Equity Factor ETF worth $792K as of Q3 2023.
  • JP Morgan Private Wealth Advisors left its iShares US Equity Factor ETF share count unchanged in Q3 2023.
  • iShares US Equity Factor ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1063 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares US Equity Factor ETF in Q3 2022 and has held it in 5 quarters since.
  • JP Morgan Private Wealth Advisors's iShares US Equity Factor ETF position peaked at $815K in Q2 2023.
  • 155 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2023.

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