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JP Morgan Private Wealth Advisors’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PSCH Stock Details PSCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,800
Closed -$210K – 1811
2023
Q1 		$210K Buy
+4,800
New +$217K ﹤0.01% 1812

Other funds holding PSCH

WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PSCH Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q2 2023, closing a stake of 4,800 shares — an estimated $210K sold.

JP Morgan Private Wealth Advisors first reported a position in PSCH in Q1 2023 and held it in 1 quarter. The position peaked at $210K in Q1 2023. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 4,800 Invesco S&P SmallCap Health Care ETF shares in Q2 2023, an estimated $210K.
  • JP Morgan Private Wealth Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q1 2023 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Invesco S&P SmallCap Health Care ETF position peaked at $210K in Q1 2023.
  • 74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.