JP Morgan Private Wealth Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$135K	Hold	11,871	–	–	﹤0.01%	1667
2023 Q2	$143K	Sell	11,871 -1,157	-9%	-$12.7K	﹤0.01%	1423
2023 Q1	$147K	Sell	13,028 -5,214	-29%	-$64.2K	﹤0.01%	1874
2022 Q4	$213K	Hold	18,242	–	–	﹤0.01%	1798
2022 Q3	$202K	Sell	18,242 -1,902	-9%	-$27.3K	﹤0.01%	1809
2022 Q2	$282K	Sell	20,144 -3,055	-13%	-$46.5K	﹤0.01%	1684
2022 Q1	$396K	Sell	23,199 -11,863	-34%	-$203K	﹤0.01%	1634
2021 Q4	$630K	Hold	35,062	–	–	﹤0.01%	1457
2021 Q3	$667K	Buy	35,062 +5,118	+17%	+$97.5K	﹤0.01%	1391
2021 Q2	$594K	Buy	29,944 +7,185	+32%	+$139K	﹤0.01%	1415
2021 Q1	$431K	Buy	22,759 +5,291	+30%	+$93.9K	﹤0.01%	1378
2020 Q4	$293K	Buy	+17,468	New	+$268K	﹤0.01%	1505
2020 Q2	–	Sell	-12,060	Closed	-$121K	–	1581
2020 Q1	$121K	Buy	+12,060	New	+$260K	﹤0.01%	1350

Other funds holding MORT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q3 2023 at 11,871 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

JP Morgan Private Wealth Advisors first reported a position in MORT in Q1 2020 and has held it in 13 quarters since. The position peaked at $667K in Q3 2021. 65 funds tracked by Wall St. Rank hold MORT as of Q3 2023.

JP Morgan Private Wealth Advisors held 11,871 shares of VanEck Mortgage REIT Income ETF worth $135K as of Q3 2023.
JP Morgan Private Wealth Advisors left its VanEck Mortgage REIT Income ETF share count unchanged in Q3 2023.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1667 holding.
JP Morgan Private Wealth Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q1 2020 and has held it in 13 quarters since.
JP Morgan Private Wealth Advisors's VanEck Mortgage REIT Income ETF position peaked at $667K in Q3 2021.
65 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2023.

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