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JP Morgan Private Wealth Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PKW Stock Details PKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.36M Sell
37,341
-1,050
-3% -$96.6K 0.01% 598
2023
Q2 		$3.43M Buy
38,391
+3,514
+10% +$300K 0.02% 418
2023
Q1 		$2.97M Buy
34,877
+13,423
+63% +$1.17M 0.01% 744
2022
Q4 		$1.84M Buy
21,454
+10,534
+96% +$888K ﹤0.01% 886
2022
Q3 		$810K Hold
10,920
– – ﹤0.01% 1235
2022
Q2 		$847K Hold
10,920
– – ﹤0.01% 1223
2022
Q1 		$988K Sell
10,920
-4,649
-30% -$427K ﹤0.01% 1228
2021
Q4 		$1.5M Sell
15,569
-24
-0.2% -$2.28K ﹤0.01% 1043
2021
Q3 		$1.41M Buy
15,593
+539
+4% +$49.6K ﹤0.01% 1049
2021
Q2 		$1.36M Buy
15,054
+400
+3% +$35.5K ﹤0.01% 1045
2021
Q1 		$1.23M Sell
14,654
-582
-4% -$46.2K ﹤0.01% 950
2020
Q4 		$1.12M Hold
15,236
– – ﹤0.01% 962
2020
Q3 		$917K Buy
15,236
+3,887
+34% +$235K ﹤0.01% 916
2020
Q2 		$651K Buy
11,349
+309
+3% +$16.8K ﹤0.01% 970
2020
Q1 		$535K Sell
11,040
-6,383
-37% -$396K ﹤0.01% 909
2019
Q4 		$1.2M Sell
17,423
-4,546
-21% -$299K 0.01% 736
2019
Q3 		$1.38M Buy
21,969
+250
+1% +$15.6K 0.01% 667
2019
Q2 		$1.36M Sell
21,719
-494
-2% -$30.4K 0.01% 673
2019
Q1 		$1.32M Hold
22,213
– – 0.01% 708
2018
Q4 		$1.16M Sell
22,213
-762
-3% -$43.5K 0.01% 708
2018
Q3 		$1.4M Buy
22,975
+512
+2% +$30.6K 0.01% 716
2018
Q2 		$1.27M Sell
22,463
-353
-2% -$20.3K 0.01% 702
2018
Q1 		$1.3M Hold
22,816
– – 0.01% 585
2017
Q4 		$1.35M Buy
22,816
+330
+1% +$18.8K 0.01% 585
2017
Q3 		$1.25M Sell
22,486
-215
-0.9% -$11.6K 0.01% 576
2017
Q2 		$1.22M Sell
22,701
-1,330
-6% -$69.7K 0.01% 567
2017
Q1 		$1.25M Sell
24,031
-3,670
-13% -$190K 0.01% 574
2016
Q4 		$1.4M Sell
27,701
-907
-3% -$44.5K 0.01% 512
2016
Q3 		$1.36M Buy
28,608
+567
+2% +$26.7K 0.01% 520
2016
Q2 		$1.27M Buy
28,041
+1,758
+7% +$80K 0.01% 539
2016
Q1 		$1.19M Buy
26,283
+7,265
+38% +$313K 0.01% 511
2015
Q4 		$865K Buy
19,018
+1,605
+9% +$74.5K 0.01% 552
2015
Q3 		$762K Buy
17,413
+10,892
+167% +$511K 0.01% 528
2015
Q2 		$317K Buy
+6,521
New +$323K ﹤0.01% 829

Other funds holding PKW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Invesco BuyBack Achievers ETF (PKW) stake by 2.7% in Q3 2023, selling an estimated $96.6K and leaving 37,341 shares worth $3.36M. The position accounts for 0.01% of the portfolio, ranked #598.

JP Morgan Private Wealth Advisors first reported a position in PKW in Q2 2015 and has held it in 34 quarters since. The position peaked at $3.43M in Q2 2023. 208 funds tracked by Wall St. Rank hold PKW as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 37,341 shares of Invesco BuyBack Achievers ETF worth $3.36M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,050 Invesco BuyBack Achievers ETF shares in Q3 2023, an estimated $96.6K.
  • Invesco BuyBack Achievers ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #598 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Invesco BuyBack Achievers ETF in Q2 2015 and has held it in 34 quarters since.
  • JP Morgan Private Wealth Advisors's Invesco BuyBack Achievers ETF position peaked at $3.43M in Q2 2023.
  • 208 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2023.

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