JP Morgan Private Wealth Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$643K	Sell	8,233 -25	-0.3%	-$2.02K	﹤0.01%	1142
2023 Q2	$661K	Hold	8,258	–	–	﹤0.01%	917
2023 Q1	$628K	Sell	8,258 -25	-0.3%	-$1.9K	﹤0.01%	1372
2022 Q4	$612K	Sell	8,283 -425	-5%	-$31.4K	﹤0.01%	1383
2022 Q3	$584K	Buy	8,708 +75	+0.9%	+$5.52K	﹤0.01%	1388
2022 Q2	$603K	Sell	8,633 -527	-6%	-$39.9K	﹤0.01%	1382
2022 Q1	$739K	Buy	9,160 +877	+11%	+$69.2K	﹤0.01%	1353
2021 Q4	$662K	Buy	8,283 +1,550	+23%	+$120K	﹤0.01%	1439
2021 Q3	$490K	Hold	6,733	–	–	﹤0.01%	1509
2021 Q2	$496K	Buy	+6,733	New	+$491K	﹤0.01%	1481

Other funds holding RWL

Allworth Financial Folsom, California $23.6B AUM 20.99% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 0.3% in Q3 2023, selling an estimated $2.02K and leaving 8,233 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

JP Morgan Private Wealth Advisors first reported a position in RWL in Q2 2021 and has held it in 10 quarters since. The position peaked at $739K in Q1 2022. 169 funds tracked by Wall St. Rank hold RWL as of Q3 2023.

JP Morgan Private Wealth Advisors held 8,233 shares of Invesco S&P 500 Revenue ETF worth $643K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 25 Invesco S&P 500 Revenue ETF shares in Q3 2023, an estimated $2.02K.
Invesco S&P 500 Revenue ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1142 holding.
JP Morgan Private Wealth Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's Invesco S&P 500 Revenue ETF position peaked at $739K in Q1 2022.
169 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2023.

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