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JP Morgan Private Wealth Advisors’s FlexShares Quality Dividend Index Fund QDF Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio QDF Stock Details QDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,600
Closed -$282K – 2065
2021
Q4 		$282K Hold
4,600
– – ﹤0.01% 1770
2021
Q3 		$256K Hold
4,600
– – ﹤0.01% 1761
2021
Q2 		$258K Hold
4,600
– – ﹤0.01% 1726
2021
Q1 		$245K Sell
4,600
-670
-13% -$34.4K ﹤0.01% 1607
2020
Q4 		$261K Sell
5,270
-1,525
-22% -$71.8K ﹤0.01% 1555
2020
Q3 		$303K Buy
6,795
+150
+2% +$6.71K ﹤0.01% 1362
2020
Q2 		$281K Buy
6,645
+545
+9% +$22.1K ﹤0.01% 1333
2020
Q1 		$219K Sell
6,100
-590
-9% -$26.2K ﹤0.01% 1262
2019
Q4 		$324K Hold
6,690
– – ﹤0.01% 1204
2019
Q3 		$304K Buy
6,690
+1,800
+37% +$80.8K ﹤0.01% 1188
2019
Q2 		$219K Buy
4,890
+223
+5% +$9.99K ﹤0.01% 1272
2019
Q1 		$209K Buy
+4,667
New +$201K ﹤0.01% 1364
2018
Q4 		– Sell
-4,300
Closed -$204K – 1563
2018
Q3 		$204K Buy
+4,300
New +$202K ﹤0.01% 1476

Other funds holding QDF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

JP Morgan Private Wealth Advisors's QDF Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of FlexShares Quality Dividend Index Fund (QDF) in Q1 2022, closing a stake of 4,600 shares — an estimated $282K sold.

JP Morgan Private Wealth Advisors first reported a position in QDF in Q3 2018 and held it in 13 quarters. The position peaked at $324K in Q4 2019. 133 funds tracked by Wall St. Rank hold QDF as of Q1 2022.

  • JP Morgan Private Wealth Advisors reported no remaining FlexShares Quality Dividend Index Fund position as of Q1 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 4,600 FlexShares Quality Dividend Index Fund shares in Q1 2022, an estimated $282K.
  • JP Morgan Private Wealth Advisors first reported a position in FlexShares Quality Dividend Index Fund in Q3 2018 and held it in 13 quarters.
  • JP Morgan Private Wealth Advisors's FlexShares Quality Dividend Index Fund position peaked at $324K in Q4 2019.
  • 133 funds tracked by Wall St. Rank held FlexShares Quality Dividend Index Fund as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.