JP Morgan Private Wealth Advisors’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,769	Closed	-$131K	–	1770
2023 Q2	$131K	Sell	2,769 -381	-12%	-$17.3K	﹤0.01%	1428
2023 Q1	$146K	Buy	3,150 +420	+15%	+$21.1K	﹤0.01%	1875
2022 Q4	$139K	Sell	2,730 -27,502	-91%	-$1.42M	﹤0.01%	1863
2022 Q3	$1.29M	Buy	+30,232	New	+$1.39M	﹤0.01%	1022

Other funds holding PSCE

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q3 2023, closing a stake of 2,769 shares — an estimated $131K sold.

JP Morgan Private Wealth Advisors first reported a position in PSCE in Q3 2022 and held it in 4 quarters. The position peaked at $1.29M in Q3 2022. 45 funds tracked by Wall St. Rank hold PSCE as of Q3 2023.

JP Morgan Private Wealth Advisors reported no remaining Invesco S&P SmallCap Energy ETF position as of Q3 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 2,769 Invesco S&P SmallCap Energy ETF shares in Q3 2023, an estimated $131K.
JP Morgan Private Wealth Advisors first reported a position in Invesco S&P SmallCap Energy ETF in Q3 2022 and held it in 4 quarters.
JP Morgan Private Wealth Advisors's Invesco S&P SmallCap Energy ETF position peaked at $1.29M in Q3 2022.
45 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q3 2023.

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