JP Morgan Private Wealth Advisors’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$288K	Sell	6,867 -693	-9%	-$30.4K	﹤0.01%	1499
2023 Q2	$333K	Sell	7,560 -78	-1%	-$3.32K	﹤0.01%	1202
2023 Q1	$322K	Buy	7,638 +1,911	+33%	+$79.5K	﹤0.01%	1653
2022 Q4	$237K	Buy	5,727 +15	+0.3%	+$610	﹤0.01%	1748
2022 Q3	$211K	Buy	+5,712	New	+$233K	﹤0.01%	1787

Other funds holding OUSA

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

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors reduced its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) stake by 9.2% in Q3 2023, selling an estimated $30.4K and leaving 6,867 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

JP Morgan Private Wealth Advisors first reported a position in OUSA in Q3 2022 and has held it in 5 quarters since. The position peaked at $333K in Q2 2023. 109 funds tracked by Wall St. Rank hold OUSA as of Q3 2023.

JP Morgan Private Wealth Advisors held 6,867 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $288K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 693 ALPS O'Shares U.S. Quality Dividend ETF shares in Q3 2023, an estimated $30.4K.
ALPS O'Shares U.S. Quality Dividend ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1499 holding.
JP Morgan Private Wealth Advisors first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q3 2022 and has held it in 5 quarters since.
JP Morgan Private Wealth Advisors's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $333K in Q2 2023.
109 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q3 2023.

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