JP Morgan Private Wealth Advisors’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$301K	Sell	9,755 -1,275	-12%	-$37.2K	﹤0.01%	1474
2023 Q2	$274K	Sell	11,030 -1,650	-13%	-$39.5K	﹤0.01%	1273
2023 Q1	$316K	Sell	12,680 -1,140	-8%	-$30.4K	﹤0.01%	1659
2022 Q4	$354K	Buy	13,820 +50	+0.4%	+$1.2K	﹤0.01%	1600
2022 Q3	$254K	Hold	13,770	–	–	﹤0.01%	1723
2022 Q2	$262K	Buy	13,770 +1,485	+12%	+$33.1K	﹤0.01%	1716
2022 Q1	$283K	Buy	12,285 +295	+2%	+$5.92K	﹤0.01%	1775
2021 Q4	$191K	Buy	+11,990	New	+$208K	﹤0.01%	1918

Other funds holding PXJ

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Invesco Oil & Gas Services ETF (PXJ) stake by 12% in Q3 2023, selling an estimated $37.2K and leaving 9,755 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

JP Morgan Private Wealth Advisors first reported a position in PXJ in Q4 2021 and has held it in 8 quarters since. The position peaked at $354K in Q4 2022. 19 funds tracked by Wall St. Rank hold PXJ as of Q3 2023.

JP Morgan Private Wealth Advisors held 9,755 shares of Invesco Oil & Gas Services ETF worth $301K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,275 Invesco Oil & Gas Services ETF shares in Q3 2023, an estimated $37.2K.
Invesco Oil & Gas Services ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1474 holding.
JP Morgan Private Wealth Advisors first reported a position in Invesco Oil & Gas Services ETF in Q4 2021 and has held it in 8 quarters since.
JP Morgan Private Wealth Advisors's Invesco Oil & Gas Services ETF position peaked at $354K in Q4 2022.
19 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q3 2023.

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