JP Morgan Private Wealth Advisors’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-7,073	Closed	-$205K	–	2007
2022 Q1	$205K	Buy	+7,073	New	+$208K	﹤0.01%	1901
2021 Q2	–	Sell	-6,323	Closed	-$201K	–	1932
2021 Q1	$201K	Sell	6,323 -584	-8%	-$19.1K	﹤0.01%	1692
2020 Q4	$213K	Buy	+6,907	New	+$195K	﹤0.01%	1625

Other funds holding QQQJ

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

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

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

EFG

Erickson Financial Group Allentown, Pennsylvania $160M AUM 16.74% 1-Year Est. Return

JP Morgan Private Wealth Advisors's QQQJ Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q2 2022, closing a stake of 7,073 shares — an estimated $205K sold.

JP Morgan Private Wealth Advisors first reported a position in QQQJ in Q4 2020 and held it in 3 quarters. The position peaked at $213K in Q4 2020. 159 funds tracked by Wall St. Rank hold QQQJ as of Q2 2022.

JP Morgan Private Wealth Advisors reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q2 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 7,073 Invesco NASDAQ Next Gen 100 ETF shares in Q2 2022, an estimated $205K.
JP Morgan Private Wealth Advisors first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2020 and held it in 3 quarters.
JP Morgan Private Wealth Advisors's Invesco NASDAQ Next Gen 100 ETF position peaked at $213K in Q4 2020.
159 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.