JP Morgan Private Wealth Advisors’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$808K	Buy	10,801 +7,702	+249%	+$596K	﹤0.01%	1059
2023 Q2	$239K	Sell	3,099 -13,333	-81%	-$969K	﹤0.01%	1329
2023 Q1	$1.19M	Sell	16,432 -380	-2%	-$26.2K	﹤0.01%	1090
2022 Q4	$1.07M	Buy	16,812 +374	+2%	+$24.1K	﹤0.01%	1109
2022 Q3	$990K	Buy	16,438 +2,697	+20%	+$181K	﹤0.01%	1140
2022 Q2	$865K	Buy	13,741 +3,449	+34%	+$236K	﹤0.01%	1211
2022 Q1	$796K	Sell	10,292 -200	-2%	-$15.3K	﹤0.01%	1318
2021 Q4	$895K	Hold	10,492	–	–	﹤0.01%	1303
2021 Q3	$870K	Buy	10,492 +725	+7%	+$61.7K	﹤0.01%	1280
2021 Q2	$816K	Buy	9,767 +607	+7%	+$48.4K	﹤0.01%	1290
2021 Q1	$704K	Hold	9,160	–	–	﹤0.01%	1191
2020 Q4	$688K	Buy	9,160 +3,585	+64%	+$249K	﹤0.01%	1152
2020 Q3	$359K	Buy	+5,575	New	+$352K	﹤0.01%	1287

Other funds holding QQQE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

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

RFG

RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) stake by 249% in Q3 2023, buying an estimated $596K and bringing the position to 10,801 shares worth $808K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

JP Morgan Private Wealth Advisors first reported a position in QQQE in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.19M in Q1 2023. 152 funds tracked by Wall St. Rank hold QQQE as of Q3 2023.

JP Morgan Private Wealth Advisors held 10,801 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $808K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 7,702 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q3 2023, an estimated $596K.
Direxion NASDAQ-100 Equal Weighted Index ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1059 holding.
JP Morgan Private Wealth Advisors first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q3 2020 and has held it in 13 quarters since.
JP Morgan Private Wealth Advisors's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $1.19M in Q1 2023.
152 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2023.

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