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JP Morgan Private Wealth Advisors’s American Century US Quality Growth ETF QGRO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio QGRO Stock Details QGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$485K Buy
7,193
+490
+7% +$33.9K ﹤0.01% 1260
2023
Q2 		$463K Buy
+6,703
New +$435K ﹤0.01% 1070

Other funds holding QGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its American Century US Quality Growth ETF (QGRO) stake by 7.3% in Q3 2023, buying an estimated $33.9K and bringing the position to 7,193 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

JP Morgan Private Wealth Advisors first reported a position in QGRO in Q2 2023 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold QGRO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 7,193 shares of American Century US Quality Growth ETF worth $485K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 490 American Century US Quality Growth ETF shares in Q3 2023, an estimated $33.9K.
  • American Century US Quality Growth ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1260 holding.
  • JP Morgan Private Wealth Advisors first reported a position in American Century US Quality Growth ETF in Q2 2023 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held American Century US Quality Growth ETF as of Q3 2023.

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