JMPWA
PIO icon

JP Morgan Private Wealth Advisors’s Invesco Global Water ETF PIO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PIO Stock Details PIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$548K Buy
16,216
+1
+0% +$35 ﹤0.01% 1214
2023
Q2 		$580K Sell
16,215
-639
-4% -$22.4K ﹤0.01% 973
2023
Q1 		$590K Buy
16,854
+245
+1% +$8.5K ﹤0.01% 1408
2022
Q4 		$542K Sell
16,609
-35
-0.2% -$1.11K ﹤0.01% 1441
2022
Q3 		$478K Sell
16,644
-3,087
-16% -$99.3K ﹤0.01% 1475
2022
Q2 		$613K Sell
19,731
-3,998
-17% -$134K ﹤0.01% 1374
2022
Q1 		$867K Sell
23,729
-3,009
-11% -$114K ﹤0.01% 1282
2021
Q4 		$1.16M Buy
26,738
+10,100
+61% +$422K ﹤0.01% 1169
2021
Q3 		$661K Sell
16,638
-9,462
-36% -$396K ﹤0.01% 1398
2021
Q2 		$1.04M Hold
26,100
– – ﹤0.01% 1182
2021
Q1 		$945K Sell
26,100
-59,000
-69% -$2.1M ﹤0.01% 1066
2020
Q4 		$2.97M Hold
85,100
– – 0.01% 617
2020
Q3 		$2.7M Hold
85,100
– – 0.01% 568
2020
Q2 		$2.44M Hold
85,100
– – 0.01% 527
2020
Q1 		$2.09M Hold
85,100
– – 0.01% 533
2019
Q4 		$2.63M Hold
85,100
– – 0.01% 560
2019
Q3 		$2.37M Sell
85,100
-750
-0.9% -$20.8K 0.01% 555
2019
Q2 		$2.39M Hold
85,850
– – 0.01% 558
2019
Q1 		$2.31M Hold
85,850
– – 0.01% 578
2018
Q4 		$1.98M Hold
85,850
– – 0.01% 573
2018
Q3 		$2.2M Sell
85,850
-600
-0.7% -$15.3K 0.01% 604
2018
Q2 		$2.16M Hold
86,450
– – 0.01% 589
2018
Q1 		$2.22M Hold
86,450
– – 0.02% 462
2017
Q4 		$2.25M Buy
86,450
+1,950
+2% +$49.6K 0.01% 461
2017
Q3 		$2.1M Sell
84,500
-18,000
-18% -$433K 0.02% 453
2017
Q2 		$2.43M Sell
102,500
-1,300
-1% -$30.5K 0.02% 417
2017
Q1 		$2.34M Hold
103,800
– – 0.02% 440
2016
Q4 		$2.16M Sell
103,800
-1,000
-1% -$21.1K 0.02% 429
2016
Q3 		$2.33M Hold
104,800
– – 0.02% 404
2016
Q2 		$2.27M Hold
104,800
– – 0.02% 415
2016
Q1 		$2.2M Sell
104,800
-260
-0.2% -$5.12K 0.02% 380
2015
Q4 		$2.2M Hold
105,060
– – 0.02% 352
2015
Q3 		$2.11M Buy
105,060
+1,350
+1% +$29.7K 0.03% 326
2015
Q2 		$2.47M Hold
103,710
– – 0.03% 329
2015
Q1 		$2.39M Sell
103,710
-775
-0.7% -$17.7K 0.03% 338
2014
Q4 		$2.4M Sell
104,485
-2,150
-2% -$49.3K 0.03% 351
2014
Q3 		$2.43M Buy
106,635
+1,300
+1% +$30.9K 0.03% 342
2014
Q2 		$2.59M Hold
105,335
– – 0.04% 260
2014
Q1 		$2.56M Sell
105,335
-1,750
-2% -$40.8K 0.05% 257
2013
Q4 		$2.47M Sell
107,085
-3,500
-3% -$76.4K 0.05% 235
2013
Q3 		$2.33M Sell
110,585
-540
-0.5% -$10.9K 0.05% 235
2013
Q2 		$2.09M Buy
+111,125
New +$2.15M 0.05% 240

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Invesco Global Water ETF (PIO) stake by 0.01% in Q3 2023, buying an estimated $35 and bringing the position to 16,216 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

JP Morgan Private Wealth Advisors first reported a position in PIO in Q2 2013 and has held it in 42 quarters since. The position peaked at $2.97M in Q4 2020. 99 funds tracked by Wall St. Rank hold PIO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 16,216 shares of Invesco Global Water ETF worth $548K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 1 Invesco Global Water ETF share in Q3 2023, an estimated $35.
  • Invesco Global Water ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1214 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Invesco Global Water ETF in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's Invesco Global Water ETF position peaked at $2.97M in Q4 2020.
  • 99 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q3 2023.

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