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JP Morgan Private Wealth Advisors’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio RSPD Stock Details RSPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$377K Buy
+8,955
New +$404K ﹤0.01% 1362

Other funds holding RSPD

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q3 2023: 8,955 shares worth $377K. The stake represents ﹤0.01% of the portfolio and ranks #1362 among its holdings.

100 funds tracked by Wall St. Rank hold RSPD as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 8,955 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF worth $377K as of Q3 2023.
  • Invesco S&P 500 Equal Weight Consumer Discretionary ETF was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Invesco S&P 500 Equal Weight Consumer Discretionary ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1362 holding.
  • 100 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q3 2023.

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