JP Morgan Private Wealth Advisors’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.31M	Buy	37,201 +9,888	+36%	+$360K	﹤0.01%	888
2023 Q2	$1M	Buy	27,313 +13,343	+96%	+$470K	0.01%	765
2023 Q1	$493K	Buy	+13,970	New	+$495K	﹤0.01%	1486

Other funds holding OUSM

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

RJFSA

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 36% in Q3 2023, buying an estimated $360K and bringing the position to 37,201 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #888.

JP Morgan Private Wealth Advisors first reported a position in OUSM in Q1 2023 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold OUSM as of Q3 2023.

JP Morgan Private Wealth Advisors held 37,201 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $1.31M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 9,888 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q3 2023, an estimated $360K.
ALPS O'Shares US Small-Cap Quality Dividend ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #888 holding.
JP Morgan Private Wealth Advisors first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q1 2023 and has held it in 3 quarters since.
62 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q3 2023.

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