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JP Morgan Private Wealth Advisors’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PSP Stock Details PSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,499
Closed -$131K – 1771
2023
Q2 		$131K Sell
2,499
-3,524
-59% -$182K ﹤0.01% 1427
2023
Q1 		$304K Sell
6,023
-15,916
-73% -$826K ﹤0.01% 1671
2022
Q4 		$1.04M Buy
21,939
+17,598
+405% +$830K ﹤0.01% 1124
2022
Q3 		$184K Buy
4,341
+15
+0.3% +$752 ﹤0.01% 1826
2022
Q2 		$212K Sell
4,326
-33
-0.8% -$1.85K ﹤0.01% 1801
2022
Q1 		$281K Sell
4,359
-3,460
-44% -$234K ﹤0.01% 1778
2021
Q4 		$604K Sell
7,819
-174
-2% -$13.8K ﹤0.01% 1477
2021
Q3 		$599K Buy
7,993
+278
+4% +$22.1K ﹤0.01% 1428
2021
Q2 		$591K Sell
7,715
-5,686
-42% -$443K ﹤0.01% 1416
2021
Q1 		$972K Buy
13,401
+10
+0.1% +$712 ﹤0.01% 1054
2020
Q4 		$903K Buy
13,391
+20
+0.1% +$1.22K ﹤0.01% 1039
2020
Q3 		$727K Sell
13,371
-552
-4% -$30.2K ﹤0.01% 1013
2020
Q2 		$721K Buy
13,923
+19
+0.1% +$902 ﹤0.01% 929
2020
Q1 		$565K Buy
13,904
+315
+2% +$18.2K ﹤0.01% 893
2019
Q4 		$869K Buy
13,589
+692
+5% +$42.5K ﹤0.01% 852
2019
Q3 		$762K Buy
+12,897
New +$768K ﹤0.01% 853

Other funds holding PSP

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $259M AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Invesco Global Listed Private Equity ETF (PSP) in Q3 2023, closing a stake of 2,499 shares — an estimated $131K sold.

JP Morgan Private Wealth Advisors first reported a position in PSP in Q3 2019 and held it in 16 quarters. The position peaked at $1.04M in Q4 2022. 73 funds tracked by Wall St. Rank hold PSP as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Invesco Global Listed Private Equity ETF position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,499 Invesco Global Listed Private Equity ETF shares in Q3 2023, an estimated $131K.
  • JP Morgan Private Wealth Advisors first reported a position in Invesco Global Listed Private Equity ETF in Q3 2019 and held it in 16 quarters.
  • JP Morgan Private Wealth Advisors's Invesco Global Listed Private Equity ETF position peaked at $1.04M in Q4 2022.
  • 73 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q3 2023.

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