JMPWA
QTEC icon

JP Morgan Private Wealth Advisors’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio QTEC Stock Details QTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$743K Sell
5,112
-355
-6% -$52.8K ﹤0.01% 1090
2023
Q2 		$805K Sell
5,467
-1,328
-20% -$176K ﹤0.01% 844
2023
Q1 		$887K Sell
6,795
-140
-2% -$16.8K ﹤0.01% 1215
2022
Q4 		$730K Sell
6,935
-1,488
-18% -$160K ﹤0.01% 1296
2022
Q3 		$883K Sell
8,423
-453
-5% -$55.1K ﹤0.01% 1199
2022
Q2 		$1.02M Sell
8,876
-635
-7% -$81.6K ﹤0.01% 1144
2022
Q1 		$1.45M Buy
9,511
+277
+3% +$42.2K ﹤0.01% 1041
2021
Q4 		$1.62M Buy
9,234
+540
+6% +$92.2K ﹤0.01% 1003
2021
Q3 		$1.37M Sell
8,694
-266
-3% -$43.2K ﹤0.01% 1059
2021
Q2 		$1.43M Buy
8,960
+638
+8% +$95K ﹤0.01% 1024
2021
Q1 		$1.2M Sell
8,322
-220
-3% -$31.6K ﹤0.01% 962
2020
Q4 		$1.18M Sell
8,542
-145
-2% -$18.5K ﹤0.01% 940
2020
Q3 		$1.02M Sell
8,687
-959
-10% -$111K ﹤0.01% 885
2020
Q2 		$1.05M Buy
9,646
+679
+8% +$66.9K ﹤0.01% 791
2020
Q1 		$758K Buy
8,967
+4,220
+89% +$409K ﹤0.01% 799
2019
Q4 		$475K Hold
4,747
– – ﹤0.01% 1070
2019
Q3 		$416K Hold
4,747
– – ﹤0.01% 1060
2019
Q2 		$406K Buy
4,747
+565
+14% +$47.6K ﹤0.01% 1053
2019
Q1 		$344K Buy
4,182
+290
+7% +$22.4K ﹤0.01% 1150
2018
Q4 		$265K Buy
+3,892
New +$280K ﹤0.01% 1230

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its First Trust NASDAQ-100 Technology Index Fund (QTEC) stake by 6.5% in Q3 2023, selling an estimated $52.8K and leaving 5,112 shares worth $743K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

JP Morgan Private Wealth Advisors first reported a position in QTEC in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.62M in Q4 2021. 268 funds tracked by Wall St. Rank hold QTEC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 5,112 shares of First Trust NASDAQ-100 Technology Index Fund worth $743K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 355 First Trust NASDAQ-100 Technology Index Fund shares in Q3 2023, an estimated $52.8K.
  • First Trust NASDAQ-100 Technology Index Fund made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1090 holding.
  • JP Morgan Private Wealth Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2018 and has held it in 20 quarters since.
  • JP Morgan Private Wealth Advisors's First Trust NASDAQ-100 Technology Index Fund position peaked at $1.62M in Q4 2021.
  • 268 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q3 2023.

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