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JP Morgan Private Wealth Advisors’s ProShares Online Retail ETF ONLN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ONLN Stock Details ONLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-9,374
Closed -$280K – 1983
2022
Q3 		$280K Buy
9,374
+338
+4% +$11.8K ﹤0.01% 1679
2022
Q2 		$294K Sell
9,036
-73
-0.8% -$2.69K ﹤0.01% 1658
2022
Q1 		$418K Buy
+9,109
New +$442K ﹤0.01% 1609

Other funds holding ONLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ONLN Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of ProShares Online Retail ETF (ONLN) in Q4 2022, closing a stake of 9,374 shares — an estimated $280K sold.

JP Morgan Private Wealth Advisors first reported a position in ONLN in Q1 2022 and held it in 3 quarters. The position peaked at $418K in Q1 2022. 60 funds tracked by Wall St. Rank hold ONLN as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining ProShares Online Retail ETF position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 9,374 ProShares Online Retail ETF shares in Q4 2022, an estimated $280K.
  • JP Morgan Private Wealth Advisors first reported a position in ProShares Online Retail ETF in Q1 2022 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's ProShares Online Retail ETF position peaked at $418K in Q1 2022.
  • 60 funds tracked by Wall St. Rank held ProShares Online Retail ETF as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.