JP Morgan Private Wealth Advisors’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.32M	Sell	42,705 -63,385	-60%	-$2.05M	﹤0.01%	882
2023 Q2	$3.44M	Sell	106,090 -181,170	-63%	-$5.72M	0.02%	416
2023 Q1	$9.35M	Sell	287,260 -3,650	-1%	-$121K	0.02%	443
2022 Q4	$9.23M	Buy	290,910 +9,690	+3%	+$307K	0.02%	433
2022 Q3	$8.01M	Sell	281,220 -17,125	-6%	-$548K	0.02%	442
2022 Q2	$9.24M	Buy	298,345 +10,985	+4%	+$387K	0.02%	419
2022 Q1	$10.6M	Buy	287,360 +19,395	+7%	+$684K	0.02%	429
2021 Q4	$9.65M	Buy	267,965 +17,430	+7%	+$601K	0.02%	444
2021 Q3	$8.02M	Buy	250,535 +25,135	+11%	+$833K	0.02%	475
2021 Q2	$7.42M	Buy	225,400 +16,545	+8%	+$555K	0.02%	489
2021 Q1	$6.51M	Buy	208,855 +11,950	+6%	+$356K	0.02%	448
2020 Q4	$5.49M	Buy	196,905 +51,130	+35%	+$1.33M	0.02%	457
2020 Q3	$3.41M	Buy	+145,775	New	+$3.27M	0.01%	517

Other funds holding RSPM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

OPPS

Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Invesco S&P 500 Equal Weight Materials ETF (RSPM) stake by 60% in Q3 2023, selling an estimated $2.05M and leaving 42,705 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #882.

JP Morgan Private Wealth Advisors first reported a position in RSPM in Q3 2020 and has held it in 13 quarters since. The position peaked at $10.6M in Q1 2022. 85 funds tracked by Wall St. Rank hold RSPM as of Q3 2023.

JP Morgan Private Wealth Advisors held 42,705 shares of Invesco S&P 500 Equal Weight Materials ETF worth $1.32M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 63,385 Invesco S&P 500 Equal Weight Materials ETF shares in Q3 2023, an estimated $2.05M.
Invesco S&P 500 Equal Weight Materials ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #882 holding.
JP Morgan Private Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q3 2020 and has held it in 13 quarters since.
JP Morgan Private Wealth Advisors's Invesco S&P 500 Equal Weight Materials ETF position peaked at $10.6M in Q1 2022.
85 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2023.

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