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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-10,465	Closed	-$395K	–	2012
2022 Q1	$395K	Buy	+10,465	New	+$390K	﹤0.01%	1635
2017 Q2	–	Sell	-16,585	Closed	-$346K	–	1339
2017 Q1	$346K	Buy	16,585 +3,375	+26%	+$69.9K	﹤0.01%	1013
2016 Q4	$262K	Buy	+13,210	New	+$253K	﹤0.01%	1059

Other funds holding RSPN

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

CCM

Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return

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

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

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

JP Morgan Private Wealth Advisors sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q2 2022, closing a stake of 10,465 shares — an estimated $395K sold.

JP Morgan Private Wealth Advisors first reported a position in RSPN in Q4 2016 and held it in 3 quarters. The position peaked at $395K in Q1 2022. 97 funds tracked by Wall St. Rank hold RSPN as of Q2 2022.

JP Morgan Private Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q2 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,465 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2022, an estimated $395K.
JP Morgan Private Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2016 and held it in 3 quarters.
JP Morgan Private Wealth Advisors's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $395K in Q1 2022.
97 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2022.

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