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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.59M	Sell	94,986 -690	-0.7%	-$12.2K	﹤0.01%	820
2023 Q2	$1.73M	Sell	95,676 -1,100	-1%	-$19.8K	0.01%	614
2023 Q1	$1.73M	Buy	96,776 +500	+0.5%	+$8.76K	﹤0.01%	937
2022 Q4	$1.61M	Buy	96,276 +1,790	+2%	+$29.4K	﹤0.01%	928
2022 Q3	$1.44M	Hold	94,486	–	–	﹤0.01%	975
2022 Q2	$1.62M	Buy	94,486 +650	+0.7%	+$12K	﹤0.01%	917
2022 Q1	$1.84M	Hold	93,836	–	–	﹤0.01%	936
2021 Q4	$1.73M	Buy	93,836 +160	+0.2%	+$2.9K	﹤0.01%	970
2021 Q3	$1.65M	Hold	93,676	–	–	﹤0.01%	980
2021 Q2	$1.66M	Buy	93,676 +110	+0.1%	+$1.94K	﹤0.01%	961
2021 Q1	$1.56M	Buy	93,566 +1,350	+1%	+$22.1K	0.01%	861
2020 Q4	$1.42M	Hold	92,216	–	–	﹤0.01%	871
2020 Q3	$1.17M	Hold	92,216	–	–	﹤0.01%	829
2020 Q2	$1.12M	Sell	92,216 -8,400	-8%	-$102K	0.01%	767
2020 Q1	$1.14M	Sell	100,616 -1,450	-1%	-$22.2K	0.01%	670
2019 Q4	$1.74M	Buy	102,066 +12,300	+14%	+$201K	0.01%	640
2019 Q3	$1.44M	Sell	89,766 -2,114	-2%	-$33.7K	0.01%	653
2019 Q2	$1.5M	Hold	91,880	–	–	0.01%	649
2019 Q1	$1.46M	Sell	91,880 -3,488	-4%	-$54.1K	0.01%	683
2018 Q4	$1.35M	Sell	95,368 -325	-0.3%	-$4.86K	0.01%	663
2018 Q3	$1.51M	Buy	+95,693	New	+$1.52M	0.01%	691
2015 Q4	–	Sell	-19,889	Closed	-$287K	–	1202
2015 Q3	$287K	Buy	+19,889	New	+$315K	﹤0.01%	808
2015 Q2	–	Sell	-20,178	Closed	-$352K	–	1120
2015 Q1	$352K	Buy	20,178 +95	+0.5%	+$1.68K	﹤0.01%	831
2014 Q4	$352K	Buy	20,083 +148	+0.7%	+$2.66K	﹤0.01%	823
2014 Q3	$369K	Buy	+19,935	New	+$384K	﹤0.01%	783
2013 Q4	–	Sell	-61,125	Closed	-$1.06M	–	702
2013 Q3	$1.06M	Sell	61,125 -225	-0.4%	-$3.82K	0.02%	324
2013 Q2	$1M	Buy	+61,350	New	+$1.04M	0.02%	319

Other funds holding PID

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

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

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

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

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

KCM

Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

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

RJFSA

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Invesco International Dividend Achievers ETF (PID) stake by 0.72% in Q3 2023, selling an estimated $12.2K and leaving 94,986 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #820.

JP Morgan Private Wealth Advisors first reported a position in PID in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.84M in Q1 2022. 149 funds tracked by Wall St. Rank hold PID as of Q3 2023.

JP Morgan Private Wealth Advisors held 94,986 shares of Invesco International Dividend Achievers ETF worth $1.59M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 690 Invesco International Dividend Achievers ETF shares in Q3 2023, an estimated $12.2K.
Invesco International Dividend Achievers ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #820 holding.
JP Morgan Private Wealth Advisors first reported a position in Invesco International Dividend Achievers ETF in Q2 2013 and has held it in 27 quarters since.
JP Morgan Private Wealth Advisors's Invesco International Dividend Achievers ETF position peaked at $1.84M in Q1 2022.
149 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q3 2023.

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