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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$8.11M	Buy	288,023 +59,753	+26%	+$1.74M	0.02%	407
2023 Q2	$6.71M	Buy	228,270 +16,300	+8%	+$446K	0.03%	292
2023 Q1	$5.85M	Buy	211,970 +35,170	+20%	+$927K	0.01%	547
2022 Q4	$4.3M	Sell	176,800 -20,020	-10%	-$489K	0.01%	613
2022 Q3	$4.46M	Sell	196,820 -16,660	-8%	-$426K	0.01%	585
2022 Q2	$5.04M	Sell	213,480 -38,180	-15%	-$988K	0.01%	564
2022 Q1	$7.28M	Buy	251,660 +42,470	+20%	+$1.23M	0.02%	525
2021 Q4	$6.78M	Sell	209,190 -1,150	-0.5%	-$35.6K	0.01%	530
2021 Q3	$6.06M	Buy	210,340 +7,470	+4%	+$222K	0.01%	549
2021 Q2	$5.88M	Buy	202,870 +17,380	+9%	+$486K	0.02%	546
2021 Q1	$5M	Buy	185,490 +10,990	+6%	+$288K	0.02%	508
2020 Q4	$4.42M	Buy	174,500 +20,510	+13%	+$476K	0.01%	516
2020 Q3	$3.24M	Buy	153,990 +4,400	+3%	+$91.6K	0.01%	527
2020 Q2	$2.98M	Sell	149,590 -2,120	-1%	-$39.3K	0.01%	483
2020 Q1	$2.42M	Buy	151,710 +2,600	+2%	+$49.2K	0.01%	498
2019 Q4	$2.95M	Buy	149,110 +4,070	+3%	+$76.4K	0.01%	536
2019 Q3	$2.59M	Buy	145,040 +3,300	+2%	+$59.2K	0.01%	538
2019 Q2	$2.52M	Buy	141,740 +20,010	+16%	+$347K	0.01%	543
2019 Q1	$2.07M	Buy	121,730 +58,780	+93%	+$937K	0.01%	604
2018 Q4	$886K	Sell	62,950 -9,450	-13%	-$143K	0.01%	786
2018 Q3	$1.22M	Buy	72,400 +2,210	+3%	+$36.6K	0.01%	768
2018 Q2	$1.11M	Buy	+70,190	New	+$1.1M	0.01%	737
2018 Q1	–	Sell	-96,280	Closed	-$1.38M	–	1367
2017 Q4	$1.38M	Buy	96,280 +7,860	+9%	+$112K	0.01%	580
2017 Q3	$1.19M	Buy	88,420 +45,220	+105%	+$589K	0.01%	584
2017 Q2	$539K	Buy	43,200 +18,190	+73%	+$226K	﹤0.01%	814
2017 Q1	$302K	Buy	25,010 +4,450	+22%	+$51.8K	﹤0.01%	1064
2016 Q4	$223K	Buy	+20,560	New	+$219K	﹤0.01%	1123

Other funds holding RSPT

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 26% in Q3 2023, buying an estimated $1.74M and bringing the position to 288,023 shares worth $8.11M. The position accounts for 0.02% of the portfolio, ranked #407.

JP Morgan Private Wealth Advisors first reported a position in RSPT in Q4 2016 and has held it in 27 quarters since. 312 funds tracked by Wall St. Rank hold RSPT as of Q3 2023.

JP Morgan Private Wealth Advisors held 288,023 shares of Invesco S&P 500 Equal Weight Technology ETF worth $8.11M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 59,753 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2023, an estimated $1.74M.
Invesco S&P 500 Equal Weight Technology ETF made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #407 holding.
JP Morgan Private Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2016 and has held it in 27 quarters since.
312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2023.

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