JP Morgan Private Wealth Advisors’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$287K	Hold	3,056	–	–	﹤0.01%	1501
2023 Q2	$294K	Sell	3,056 -41	-1%	-$3.68K	﹤0.01%	1248
2023 Q1	$281K	Hold	3,097	–	–	﹤0.01%	1702
2022 Q4	$266K	Hold	3,097	–	–	﹤0.01%	1698
2022 Q3	$230K	Sell	3,097 -49	-2%	-$4.08K	﹤0.01%	1756
2022 Q2	$246K	Sell	3,146 -273	-8%	-$23.5K	﹤0.01%	1750
2022 Q1	$315K	Buy	3,419 +7	+0.2%	+$637	﹤0.01%	1728
2021 Q4	$323K	Buy	+3,412	New	+$315K	﹤0.01%	1723

Other funds holding RWK

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

FFW

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

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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors held its Invesco S&P MidCap 400 Revenue ETF (RWK) position steady in Q3 2023 at 3,056 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

JP Morgan Private Wealth Advisors first reported a position in RWK in Q4 2021 and has held it in 8 quarters since. The position peaked at $323K in Q4 2021. 88 funds tracked by Wall St. Rank hold RWK as of Q3 2023.

JP Morgan Private Wealth Advisors held 3,056 shares of Invesco S&P MidCap 400 Revenue ETF worth $287K as of Q3 2023.
JP Morgan Private Wealth Advisors left its Invesco S&P MidCap 400 Revenue ETF share count unchanged in Q3 2023.
Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1501 holding.
JP Morgan Private Wealth Advisors first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2021 and has held it in 8 quarters since.
JP Morgan Private Wealth Advisors's Invesco S&P MidCap 400 Revenue ETF position peaked at $323K in Q4 2021.
88 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2023.

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