JMPWA
RSPR icon

JP Morgan Private Wealth Advisors’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio RSPR Stock Details RSPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-83,491
Closed -$2.57M – 1990
2022
Q4 		$2.57M Sell
83,491
-465,571
-85% -$14.4M 0.01% 756
2022
Q3 		$16.4M Sell
549,062
-47,393
-8% -$1.63M 0.04% 311
2022
Q2 		$19.9M Buy
596,455
+96,407
+19% +$3.58M 0.05% 282
2022
Q1 		$20.3M Buy
+500,048
New +$19.7M 0.04% 321

Other funds holding RSPR

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Private Wealth Advisors's RSPR Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q1 2023, closing a stake of 83,491 shares — an estimated $2.57M sold.

JP Morgan Private Wealth Advisors first reported a position in RSPR in Q1 2022 and held it in 4 quarters. The position peaked at $20.3M in Q1 2022. 43 funds tracked by Wall St. Rank hold RSPR as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 83,491 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q1 2023, an estimated $2.57M.
  • JP Morgan Private Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q1 2022 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $20.3M in Q1 2022.
  • 43 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.