JMPWA
RSPS icon

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

JP Morgan Private Wealth Advisors’s Portfolio RSPS Stock Details RSPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-7,960
Closed -$209K – 1451
2019
Q1 		$209K Buy
+7,960
New +$198K ﹤0.01% 1365

Other funds holding RSPS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Private Wealth Advisors's RSPS Position: Q2 2019 in Review

JP Morgan Private Wealth Advisors sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q2 2019, closing a stake of 7,960 shares — an estimated $209K sold.

JP Morgan Private Wealth Advisors first reported a position in RSPS in Q1 2019 and held it in 1 quarter. The position peaked at $209K in Q1 2019. 96 funds tracked by Wall St. Rank hold RSPS as of Q2 2019.

  • JP Morgan Private Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q2 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 7,960 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q2 2019, an estimated $209K.
  • JP Morgan Private Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q1 2019 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $209K in Q1 2019.
  • 96 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.