JP Morgan Private Wealth Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,994	Closed	-$1.3M	–	1854
2023 Q1	$1.3M	Buy	+10,994	New	+$1.31M	﹤0.01%	1046
2022 Q4	–	Sell	-8,336	Closed	-$869K	–	1998
2022 Q3	$869K	Buy	8,336 +1,582	+23%	+$184K	﹤0.01%	1207
2022 Q2	$743K	Buy	+6,754	New	+$810K	﹤0.01%	1283

Other funds holding SIZE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

MPW

MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SIZE Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2023, closing a stake of 10,994 shares — an estimated $1.3M sold.

JP Morgan Private Wealth Advisors first reported a position in SIZE in Q2 2022 and held it in 3 quarters. The position peaked at $1.3M in Q1 2023. 68 funds tracked by Wall St. Rank hold SIZE as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,994 iShares MSCI USA Size Factor ETF shares in Q2 2023, an estimated $1.3M.
JP Morgan Private Wealth Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q2 2022 and held it in 3 quarters.
JP Morgan Private Wealth Advisors's iShares MSCI USA Size Factor ETF position peaked at $1.3M in Q1 2023.
68 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.