JMPWA
SECT icon

JP Morgan Private Wealth Advisors’s Main Sector Rotation ETF SECT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SECT Stock Details SECT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$213K Hold
5,072
– – ﹤0.01% 1612
2023
Q2 		$219K Buy
+5,072
New +$209K ﹤0.01% 1362

Other funds holding SECT

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its Main Sector Rotation ETF (SECT) position steady in Q3 2023 at 5,072 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

JP Morgan Private Wealth Advisors first reported a position in SECT in Q2 2023 and has held it in 2 quarters since. The position peaked at $219K in Q2 2023. 66 funds tracked by Wall St. Rank hold SECT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 5,072 shares of Main Sector Rotation ETF worth $213K as of Q3 2023.
  • JP Morgan Private Wealth Advisors left its Main Sector Rotation ETF share count unchanged in Q3 2023.
  • Main Sector Rotation ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1612 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Main Sector Rotation ETF in Q2 2023 and has held it in 2 quarters since.
  • JP Morgan Private Wealth Advisors's Main Sector Rotation ETF position peaked at $219K in Q2 2023.
  • 66 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q3 2023.

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