JP Morgan Private Wealth Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$289K	Buy	3,755 +100	+3%	+$7.97K	﹤0.01%	1496
2023 Q2	$296K	Buy	3,655 +1	+0%	+$76	﹤0.01%	1246
2023 Q1	$278K	Hold	3,654	–	–	﹤0.01%	1710
2022 Q4	$260K	Buy	+3,654	New	+$266K	﹤0.01%	1709
2022 Q2	–	Sell	-3,404	Closed	-$276K	–	2001
2022 Q1	$276K	Buy	3,404 +279	+9%	+$22.6K	﹤0.01%	1785
2021 Q4	$295K	Buy	+3,125	New	+$296K	﹤0.01%	1751
2018 Q4	–	Sell	-3,804	Closed	-$227K	–	1554
2018 Q3	$227K	Buy	+3,804	New	+$221K	﹤0.01%	1423
2016 Q2	–	Sell	-7,096	Closed	-$289K	–	1302
2016 Q1	$289K	Buy	+7,096	New	+$275K	﹤0.01%	964

Other funds holding PDP

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

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

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

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

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

JP Morgan Private Wealth Advisors increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 2.7% in Q3 2023, buying an estimated $7.97K and bringing the position to 3,755 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

JP Morgan Private Wealth Advisors first reported a position in PDP in Q1 2016 and has held it in 8 quarters since. The position peaked at $296K in Q2 2023. 172 funds tracked by Wall St. Rank hold PDP as of Q3 2023.

JP Morgan Private Wealth Advisors held 3,755 shares of Invesco Dorsey Wright Momentum ETF worth $289K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 100 Invesco Dorsey Wright Momentum ETF shares in Q3 2023, an estimated $7.97K.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1496 holding.
JP Morgan Private Wealth Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2016 and has held it in 8 quarters since.
JP Morgan Private Wealth Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $296K in Q2 2023.
172 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2023.

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