JP Morgan Private Wealth Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-109,068	Closed	-$3.99M	–	1795
2023 Q1	$3.99M	Sell	109,068 -5,167	-5%	-$189K	0.01%	648
2022 Q4	$4.17M	Sell	114,235 -5,819	-5%	-$208K	0.01%	622
2022 Q3	$3.88M	Buy	120,054 +550	+0.5%	+$19.6K	0.01%	627
2022 Q2	$4.12M	Sell	119,504 -1,563	-1%	-$57.1K	0.01%	623
2022 Q1	$4.66M	Sell	121,067 -49,412	-29%	-$1.88M	0.01%	637
2021 Q4	$6.77M	Sell	170,479 -5,124	-3%	-$196K	0.01%	531
2021 Q3	$6.32M	Sell	175,603 -7,030	-4%	-$261K	0.02%	538
2021 Q2	$6.62M	Sell	182,633 -72,520	-28%	-$2.61M	0.02%	514
2021 Q1	$8.83M	Sell	255,153 -8,604	-3%	-$287K	0.03%	391
2020 Q4	$8.67M	Sell	263,757 -30,129	-10%	-$959K	0.03%	382
2020 Q3	$8.9M	Sell	293,886 -12,274	-4%	-$367K	0.03%	344
2020 Q2	$8.63M	Sell	306,160 -17,037	-5%	-$467K	0.04%	306
2020 Q1	$7.97M	Buy	+323,197	New	+$9.38M	0.05%	294

Other funds holding PFM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

RJFSA

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

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors's PFM Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2023, closing a stake of 109,068 shares — an estimated $3.99M sold.

JP Morgan Private Wealth Advisors first reported a position in PFM in Q1 2020 and held it in 13 quarters. The position peaked at $8.9M in Q3 2020. 123 funds tracked by Wall St. Rank hold PFM as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining Invesco Dividend Achievers ETF position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 109,068 Invesco Dividend Achievers ETF shares in Q2 2023, an estimated $3.99M.
JP Morgan Private Wealth Advisors first reported a position in Invesco Dividend Achievers ETF in Q1 2020 and held it in 13 quarters.
JP Morgan Private Wealth Advisors's Invesco Dividend Achievers ETF position peaked at $8.9M in Q3 2020.
123 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.