JP Morgan Private Wealth Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-14,648	Closed	-$479K	–	2008
2022 Q1	$479K	Buy	14,648 +8,278	+130%	+$273K	﹤0.01%	1556
2021 Q4	$220K	Hold	6,370	–	–	﹤0.01%	1875
2021 Q3	$230K	Buy	6,370 +18	+0.3%	+$655	﹤0.01%	1798
2021 Q2	$236K	Buy	+6,352	New	+$233K	﹤0.01%	1775
2019 Q4	–	Sell	-5,218	Closed	-$220K	–	1497
2019 Q3	$220K	Buy	+5,218	New	+$220K	﹤0.01%	1307
2019 Q1	–	Sell	-5,161	Closed	-$206K	–	1502
2018 Q4	$206K	Sell	5,161 -245	-5%	-$10.4K	﹤0.01%	1333
2018 Q3	$236K	Buy	5,406 +11	+0.2%	+$491	﹤0.01%	1403
2018 Q2	$235K	Buy	+5,395	New	+$234K	﹤0.01%	1301

Other funds holding REM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BWA

BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2022, closing a stake of 14,648 shares — an estimated $479K sold.

JP Morgan Private Wealth Advisors first reported a position in REM in Q2 2018 and held it in 8 quarters. The position peaked at $479K in Q1 2022. 128 funds tracked by Wall St. Rank hold REM as of Q2 2022.

JP Morgan Private Wealth Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 14,648 iShares Mortgage Real Estate ETF shares in Q2 2022, an estimated $479K.
JP Morgan Private Wealth Advisors first reported a position in iShares Mortgage Real Estate ETF in Q2 2018 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's iShares Mortgage Real Estate ETF position peaked at $479K in Q1 2022.
128 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2022.

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