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JP Morgan Private Wealth Advisors’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio RODM Stock Details RODM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.75M Sell
68,276
-99,731
-59% -$2.63M 0.01% 787
2023
Q2 		$4.42M Sell
168,007
-195,906
-54% -$5.24M 0.02% 365
2023
Q1 		$9.58M Buy
363,913
+10,827
+3% +$281K 0.02% 436
2022
Q4 		$8.75M Buy
353,086
+48,625
+16% +$1.16M 0.02% 447
2022
Q3 		$6.62M Buy
304,461
+3,506
+1% +$85.8K 0.02% 488
2022
Q2 		$7.49M Buy
300,955
+10,972
+4% +$299K 0.02% 480
2022
Q1 		$8.44M Sell
289,983
-74,945
-21% -$2.19M 0.02% 481
2021
Q4 		$11M Sell
364,928
-9,345
-2% -$284K 0.02% 419
2021
Q3 		$11.3M Buy
374,273
+107,519
+40% +$3.35M 0.03% 402
2021
Q2 		$8.19M Sell
266,754
-9,275
-3% -$288K 0.02% 465
2021
Q1 		$8.2M Buy
276,029
+3,222
+1% +$93.8K 0.03% 400
2020
Q4 		$7.72M Buy
272,807
+10,660
+4% +$290K 0.03% 394
2020
Q3 		$6.78M Buy
262,147
+55,143
+27% +$1.42M 0.03% 385
2020
Q2 		$5.1M Sell
207,004
-9,556
-4% -$227K 0.02% 367
2020
Q1 		$4.77M Buy
216,560
+147,387
+213% +$3.94M 0.03% 360
2019
Q4 		$2.03M Buy
69,173
+22,987
+50% +$660K 0.01% 617
2019
Q3 		$1.29M Buy
46,186
+17,401
+60% +$481K 0.01% 686
2019
Q2 		$811K Buy
+28,785
New +$811K ﹤0.01% 815

Other funds holding RODM

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 59% in Q3 2023, selling an estimated $2.63M and leaving 68,276 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #787.

JP Morgan Private Wealth Advisors first reported a position in RODM in Q2 2019 and has held it in 18 quarters since. The position peaked at $11.3M in Q3 2021. 117 funds tracked by Wall St. Rank hold RODM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 68,276 shares of Hartford Multifactor Developed Markets ex-US ETF worth $1.75M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 99,731 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2023, an estimated $2.63M.
  • Hartford Multifactor Developed Markets ex-US ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #787 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q2 2019 and has held it in 18 quarters since.
  • JP Morgan Private Wealth Advisors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $11.3M in Q3 2021.
  • 117 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2023.

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