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JP Morgan Private Wealth Advisors’s Invesco Pharmaceuticals ETF PJP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PJP Stock Details PJP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$318K Hold
4,397
– – ﹤0.01% 1449
2023
Q2 		$333K Hold
4,397
– – ﹤0.01% 1203
2023
Q1 		$334K Sell
4,397
-200
-4% -$15.4K ﹤0.01% 1636
2022
Q4 		$361K Buy
4,597
+26
+0.6% +$2K ﹤0.01% 1589
2022
Q3 		$326K Buy
4,571
+258
+6% +$19.2K ﹤0.01% 1622
2022
Q2 		$323K Buy
4,313
+242
+6% +$18.3K ﹤0.01% 1611
2022
Q1 		$324K Buy
4,071
+1,174
+41% +$91K ﹤0.01% 1718
2021
Q4 		$235K Hold
2,897
– – ﹤0.01% 1849
2021
Q3 		$224K Sell
2,897
-180
-6% -$14.5K ﹤0.01% 1813
2021
Q2 		$248K Buy
3,077
+350
+13% +$27.8K ﹤0.01% 1746
2021
Q1 		$215K Sell
2,727
-350
-11% -$27.3K ﹤0.01% 1658
2020
Q4 		$220K Buy
+3,077
New +$206K ﹤0.01% 1613
2020
Q3 		– Sell
-3,960
Closed -$256K – 1616
2020
Q2 		$256K Sell
3,960
-80
-2% -$4.97K ﹤0.01% 1371
2020
Q1 		$222K Buy
4,040
+80
+2% +$4.87K ﹤0.01% 1256
2019
Q4 		$256K Buy
+3,960
New +$241K ﹤0.01% 1304
2019
Q2 		– Sell
-3,279
Closed -$214K – 1444
2019
Q1 		$214K Sell
3,279
-408
-11% -$26.8K ﹤0.01% 1354
2018
Q4 		$230K Buy
3,687
+48
+1% +$3.24K ﹤0.01% 1282
2018
Q3 		$268K Buy
3,639
+300
+9% +$21.5K ﹤0.01% 1357
2018
Q2 		$224K Sell
3,339
-120
-3% -$7.72K ﹤0.01% 1316
2018
Q1 		$216K Sell
3,459
-30
-0.9% -$1.98K ﹤0.01% 1166
2017
Q4 		$224K Sell
3,489
-195
-5% -$12.5K ﹤0.01% 1149
2017
Q3 		$241K Hold
3,684
– – ﹤0.01% 1094
2017
Q2 		$231K Buy
3,684
+19
+0.5% +$1.14K ﹤0.01% 1105
2017
Q1 		$215K Sell
3,665
-2,723
-43% -$159K ﹤0.01% 1210
2016
Q4 		$358K Buy
6,388
+2,880
+82% +$166K ﹤0.01% 926
2016
Q3 		$216K Buy
3,508
+255
+8% +$16.7K ﹤0.01% 1116
2016
Q2 		$206K Buy
+3,253
New +$205K ﹤0.01% 1141

Other funds holding PJP

PAM
Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
DBIA
Dumont & Blake Investment Advisors Princeton, New Jersey $445M AUM 31.98% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its Invesco Pharmaceuticals ETF (PJP) position steady in Q3 2023 at 4,397 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

JP Morgan Private Wealth Advisors first reported a position in PJP in Q2 2016 and has held it in 27 quarters since. The position peaked at $361K in Q4 2022. 83 funds tracked by Wall St. Rank hold PJP as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 4,397 shares of Invesco Pharmaceuticals ETF worth $318K as of Q3 2023.
  • JP Morgan Private Wealth Advisors left its Invesco Pharmaceuticals ETF share count unchanged in Q3 2023.
  • Invesco Pharmaceuticals ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1449 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Invesco Pharmaceuticals ETF in Q2 2016 and has held it in 27 quarters since.
  • JP Morgan Private Wealth Advisors's Invesco Pharmaceuticals ETF position peaked at $361K in Q4 2022.
  • 83 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q3 2023.

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