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JP Morgan Private Wealth Advisors’s Columbia Research Enhanced Core ETF RECS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio RECS Stock Details RECS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$444K Buy
17,671
+3,250
+23% +$84.4K ﹤0.01% 1294
2023
Q2 		$373K Buy
14,421
+5,800
+67% +$143K ﹤0.01% 1153
2023
Q1 		$207K Buy
+8,621
New +$203K ﹤0.01% 1818

Other funds holding RECS

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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

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

JP Morgan Private Wealth Advisors increased its Columbia Research Enhanced Core ETF (RECS) stake by 23% in Q3 2023, buying an estimated $84.4K and bringing the position to 17,671 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

JP Morgan Private Wealth Advisors first reported a position in RECS in Q1 2023 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold RECS as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 17,671 shares of Columbia Research Enhanced Core ETF worth $444K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 3,250 Columbia Research Enhanced Core ETF shares in Q3 2023, an estimated $84.4K.
  • Columbia Research Enhanced Core ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1294 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Columbia Research Enhanced Core ETF in Q1 2023 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2023.

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