JP Morgan Private Wealth Advisors’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$23.1M	Buy	346,112 +164,143	+90%	+$11.5M	0.07%	253
2023 Q2	$12.8M	Buy	181,969 +402	+0.2%	+$27.9K	0.07%	202
2023 Q1	$12.8M	Buy	181,567 +22,846	+14%	+$1.66M	0.03%	389
2022 Q4	$11.4M	Buy	158,721 +147,987	+1,379%	+$10.5M	0.03%	398
2022 Q3	$692K	Buy	10,734 +4,302	+67%	+$302K	﹤0.01%	1314
2022 Q2	$434K	Buy	6,432 +641	+11%	+$44.9K	﹤0.01%	1510
2022 Q1	$419K	Buy	5,791 +201	+4%	+$14.4K	﹤0.01%	1608
2021 Q4	$412K	Hold	5,590	–	–	﹤0.01%	1626
2021 Q3	$379K	Hold	5,590	–	–	﹤0.01%	1612
2021 Q2	$399K	Buy	+5,590	New	+$405K	﹤0.01%	1568

Other funds holding REGL

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

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 90% in Q3 2023, buying an estimated $11.5M and bringing the position to 346,112 shares worth $23.1M. The position accounts for 0.07% of the portfolio, ranked #253.

JP Morgan Private Wealth Advisors first reported a position in REGL in Q2 2021 and has held it in 10 quarters since. 203 funds tracked by Wall St. Rank hold REGL as of Q3 2023.

JP Morgan Private Wealth Advisors held 346,112 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $23.1M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 164,143 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2023, an estimated $11.5M.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.07% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #253 holding.
JP Morgan Private Wealth Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2021 and has held it in 10 quarters since.
203 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2023.

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