JP Morgan Private Wealth Advisors’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$36.2M	Buy	789,598 +416,799	+112%	+$20.2M	0.1%	198
2023 Q2	$18.3M	Sell	372,799 -2,638	-0.7%	-$125K	0.09%	166
2023 Q1	$17.5M	Buy	375,437 +316,625	+538%	+$14.5M	0.04%	331
2022 Q4	$2.53M	Buy	58,812 +53,499	+1,007%	+$2.28M	0.01%	769
2022 Q3	$208K	Buy	5,313 +21	+0.4%	+$890	﹤0.01%	1795
2022 Q2	$218K	Buy	5,292 +20	+0.4%	+$898	﹤0.01%	1791
2022 Q1	$251K	Buy	5,272 +12	+0.2%	+$562	﹤0.01%	1825
2021 Q4	$267K	Buy	5,260 +8	+0.2%	+$394	﹤0.01%	1792
2021 Q3	$243K	Sell	5,252 -26	-0.5%	-$1.23K	﹤0.01%	1778
2021 Q2	$247K	Buy	+5,278	New	+$244K	﹤0.01%	1749

Other funds holding OMFL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

RJFSA

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors increased its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 112% in Q3 2023, buying an estimated $20.2M and bringing the position to 789,598 shares worth $36.2M. The position accounts for 0.1% of the portfolio, ranked #198.

JP Morgan Private Wealth Advisors first reported a position in OMFL in Q2 2021 and has held it in 10 quarters since. 205 funds tracked by Wall St. Rank hold OMFL as of Q3 2023.

JP Morgan Private Wealth Advisors held 789,598 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $36.2M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 416,799 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q3 2023, an estimated $20.2M.
Invesco Russell 1000 Dynamic Multifactor ETF made up 0.1% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #198 holding.
JP Morgan Private Wealth Advisors first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q2 2021 and has held it in 10 quarters since.
205 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q3 2023.

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