JP Morgan Private Wealth Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$572K	Sell	7,163 -78	-1%	-$6.52K	﹤0.01%	1196
2023 Q2	$612K	Sell	7,241 -4,234	-37%	-$342K	﹤0.01%	955
2023 Q1	$924K	Buy	11,475 +49	+0.4%	+$3.91K	﹤0.01%	1195
2022 Q4	$896K	Buy	11,426 +2,717	+31%	+$205K	﹤0.01%	1193
2022 Q3	$562K	Sell	8,709 -2,861	-25%	-$205K	﹤0.01%	1409
2022 Q2	$811K	Buy	11,570 +6,484	+127%	+$471K	﹤0.01%	1239
2022 Q1	$398K	Buy	+5,086	New	+$377K	﹤0.01%	1630
2019 Q2	–	Sell	-35,292	Closed	-$2.05M	–	1447
2019 Q1	$2.05M	Buy	35,292 +14	+0%	+$785	0.01%	606
2018 Q4	$1.74M	Buy	35,278 +11,377	+48%	+$627K	0.01%	599
2018 Q3	$1.47M	Buy	+23,901	New	+$1.4M	0.01%	695
2018 Q2	–	Sell	-5,175	Closed	-$294K	–	1510
2018 Q1	$294K	Buy	+5,175	New	+$293K	﹤0.01%	1048

Other funds holding PPA

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

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

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

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Invesco Aerospace & Defense ETF (PPA) stake by 1.1% in Q3 2023, selling an estimated $6.52K and leaving 7,163 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

JP Morgan Private Wealth Advisors first reported a position in PPA in Q1 2018 and has held it in 11 quarters since. The position peaked at $2.05M in Q1 2019. 240 funds tracked by Wall St. Rank hold PPA as of Q3 2023.

JP Morgan Private Wealth Advisors held 7,163 shares of Invesco Aerospace & Defense ETF worth $572K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 78 Invesco Aerospace & Defense ETF shares in Q3 2023, an estimated $6.52K.
Invesco Aerospace & Defense ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1196 holding.
JP Morgan Private Wealth Advisors first reported a position in Invesco Aerospace & Defense ETF in Q1 2018 and has held it in 11 quarters since.
JP Morgan Private Wealth Advisors's Invesco Aerospace & Defense ETF position peaked at $2.05M in Q1 2019.
240 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2023.

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