JP Morgan Private Wealth Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$290K	Sell	8,565 -511	-6%	-$18.5K	﹤0.01%	1494
2023 Q2	$333K	Buy	9,076 +38	+0.4%	+$1.4K	﹤0.01%	1201
2023 Q1	$337K	Sell	9,038 -736,001	-99%	-$27.6M	﹤0.01%	1633
2022 Q4	$28.3M	Sell	745,039 -1,092	-0.1%	-$40.4K	0.06%	263
2022 Q3	$25.5M	Buy	+746,131	New	+$28.4M	0.07%	248

Other funds holding LVHD

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

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

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

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

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

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 5.6% in Q3 2023, selling an estimated $18.5K and leaving 8,565 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

JP Morgan Private Wealth Advisors first reported a position in LVHD in Q3 2022 and has held it in 5 quarters since. The position peaked at $28.3M in Q4 2022. 110 funds tracked by Wall St. Rank hold LVHD as of Q3 2023.

JP Morgan Private Wealth Advisors held 8,565 shares of Franklin US Low Volatility High Dividend Index ETF worth $290K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 511 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2023, an estimated $18.5K.
Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1494 holding.
JP Morgan Private Wealth Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2022 and has held it in 5 quarters since.
JP Morgan Private Wealth Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $28.3M in Q4 2022.
110 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2023.

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