JP Morgan Private Wealth Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$661K	Sell	13,123 -18,227	-58%	-$1M	﹤0.01%	1131
2023 Q2	$1.84M	Sell	31,350 -3,975	-11%	-$218K	0.01%	591
2023 Q1	$1.93M	Sell	35,325 -705	-2%	-$36.8K	﹤0.01%	892
2022 Q4	$1.67M	Buy	36,030 +535	+2%	+$24.4K	﹤0.01%	912
2022 Q3	$1.47M	Buy	35,495 +5,670	+19%	+$268K	﹤0.01%	967
2022 Q2	$1.34M	Sell	29,825 -340	-1%	-$17K	﹤0.01%	996
2022 Q1	$1.76M	Sell	30,165 -4,631	-13%	-$282K	﹤0.01%	954
2021 Q4	$2.44M	Sell	34,796 -224	-0.6%	-$15.3K	0.01%	826
2021 Q3	$2.26M	Sell	35,020 -50	-0.1%	-$3.32K	0.01%	850
2021 Q2	$2.29M	Sell	35,070 -14,221	-29%	-$911K	0.01%	818
2021 Q1	$3.13M	Sell	49,291 -1	-0%	-$66	0.01%	627
2020 Q4	$3M	Buy	49,292 +13,882	+39%	+$751K	0.01%	615
2020 Q3	$1.71M	Buy	35,410 +1,590	+5%	+$74.4K	0.01%	700
2020 Q2	$1.47M	Sell	33,820 -1,123	-3%	-$44.6K	0.01%	678
2020 Q1	$1.17M	Sell	34,943 -3,620	-9%	-$142K	0.01%	663
2019 Q4	$1.62M	Sell	38,563 -8,446	-18%	-$340K	0.01%	657
2019 Q3	$1.8M	Buy	47,009 +325	+0.7%	+$12.3K	0.01%	609
2019 Q2	$1.86M	Sell	46,684 -1,877	-4%	-$73.7K	0.01%	607
2019 Q1	$1.88M	Sell	48,561 -17,074	-26%	-$630K	0.01%	626
2018 Q4	$2.14M	Sell	65,635 -38,121	-37%	-$1.38M	0.01%	556
2018 Q3	$4.34M	Sell	103,756 -1,396	-1%	-$57.5K	0.02%	458
2018 Q2	$4.21M	Buy	105,152 +2,918	+3%	+$121K	0.02%	434
2018 Q1	$4.28M	Buy	102,234 +12,915	+14%	+$559K	0.03%	347
2017 Q4	$3.69M	Buy	89,319 +12,031	+16%	+$488K	0.02%	375
2017 Q3	$2.99M	Buy	77,288 +17,359	+29%	+$632K	0.02%	396
2017 Q2	$2.06M	Buy	59,929 +30,444	+103%	+$1.03M	0.02%	455
2017 Q1	$949K	Buy	+29,485	New	+$914K	0.01%	651

Other funds holding ROBO

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fountainhead AM Warren, New Jersey $135M AUM 24.26% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 58% in Q3 2023, selling an estimated $1M and leaving 13,123 shares worth $661K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

JP Morgan Private Wealth Advisors first reported a position in ROBO in Q1 2017 and has held it in 27 quarters since. The position peaked at $4.34M in Q3 2018. 212 funds tracked by Wall St. Rank hold ROBO as of Q3 2023.

JP Morgan Private Wealth Advisors held 13,123 shares of ROBO Global Robotics & Automation Index ETF worth $661K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 18,227 ROBO Global Robotics & Automation Index ETF shares in Q3 2023, an estimated $1M.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1131 holding.
JP Morgan Private Wealth Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2017 and has held it in 27 quarters since.
JP Morgan Private Wealth Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $4.34M in Q3 2018.
212 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2023.

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