JP Morgan Private Wealth Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.25M	Buy	8,485 +2,086	+33%	+$318K	﹤0.01%	899
2023 Q2	$973K	Sell	6,399 -1,416	-18%	-$196K	0.01%	770
2023 Q1	$1.03M	Sell	7,815 -24,042	-75%	-$2.92M	﹤0.01%	1146
2022 Q4	$3.49M	Buy	31,857 +13,440	+73%	+$1.53M	0.01%	675
2022 Q3	$2.02M	Buy	+18,417	New	+$2.29M	0.01%	835

Other funds holding QQQM

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 33% in Q3 2023, buying an estimated $318K and bringing the position to 8,485 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #899.

JP Morgan Private Wealth Advisors first reported a position in QQQM in Q3 2022 and has held it in 5 quarters since. The position peaked at $3.49M in Q4 2022. 434 funds tracked by Wall St. Rank hold QQQM as of Q3 2023.

JP Morgan Private Wealth Advisors held 8,485 shares of Invesco NASDAQ 100 ETF worth $1.25M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 2,086 Invesco NASDAQ 100 ETF shares in Q3 2023, an estimated $318K.
Invesco NASDAQ 100 ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #899 holding.
JP Morgan Private Wealth Advisors first reported a position in Invesco NASDAQ 100 ETF in Q3 2022 and has held it in 5 quarters since.
JP Morgan Private Wealth Advisors's Invesco NASDAQ 100 ETF position peaked at $3.49M in Q4 2022.
434 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2023.

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