JP Morgan Private Wealth Advisors’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.72M	Sell	47,319 -468	-1%	-$18K	﹤0.01%	794
2023 Q2	$1.81M	Sell	47,787 -4,713	-9%	-$172K	0.01%	596
2023 Q1	$1.96M	Sell	52,500 -6,537	-11%	-$254K	﹤0.01%	883
2022 Q4	$2.14M	Sell	59,037 -1,596	-3%	-$58K	﹤0.01%	818
2022 Q3	$1.94M	Sell	60,633 -795	-1%	-$28.8K	0.01%	853
2022 Q2	$2.08M	Buy	61,428 +46,398	+309%	+$1.74M	0.01%	835
2022 Q1	$601K	Buy	15,030 +21	+0.1%	+$837	﹤0.01%	1457
2021 Q4	$616K	Buy	+15,009	New	+$613K	﹤0.01%	1466
2018 Q2	–	Sell	-12,945	Closed	-$293K	–	1515
2018 Q1	$293K	Buy	12,945 +228	+2%	+$5.3K	﹤0.01%	1051
2017 Q4	$296K	Buy	12,717 +681	+6%	+$15.5K	﹤0.01%	1063
2017 Q3	$275K	Hold	12,036	–	–	﹤0.01%	1046
2017 Q2	$265K	Sell	12,036 -1,011	-8%	-$22.1K	﹤0.01%	1058
2017 Q1	$289K	Buy	+13,047	New	+$291K	﹤0.01%	1084

Other funds holding RWJ

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 0.98% in Q3 2023, selling an estimated $18K and leaving 47,319 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #794.

JP Morgan Private Wealth Advisors first reported a position in RWJ in Q1 2017 and has held it in 13 quarters since. The position peaked at $2.14M in Q4 2022. 152 funds tracked by Wall St. Rank hold RWJ as of Q3 2023.

JP Morgan Private Wealth Advisors held 47,319 shares of Invesco S&P SmallCap 600 Revenue ETF worth $1.72M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 468 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2023, an estimated $18K.
Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #794 holding.
JP Morgan Private Wealth Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2017 and has held it in 13 quarters since.
JP Morgan Private Wealth Advisors's Invesco S&P SmallCap 600 Revenue ETF position peaked at $2.14M in Q4 2022.
152 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2023.

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