JP Morgan Private Wealth Advisors’s First Trust Cloud Computing ETF SKYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.21M	Sell	15,915 -7,870	-33%	-$613K	﹤0.01%	912
2023 Q2	$1.81M	Sell	23,785 -3,583	-13%	-$246K	0.01%	597
2023 Q1	$1.83M	Sell	27,368 -8,044	-23%	-$507K	﹤0.01%	914
2022 Q4	$2.04M	Sell	35,412 -33,143	-48%	-$2.01M	﹤0.01%	841
2022 Q3	$4.14M	Buy	68,555 +5,263	+8%	+$364K	0.01%	609
2022 Q2	$4.17M	Sell	63,292 -18,923	-23%	-$1.39M	0.01%	618
2022 Q1	$7.44M	Buy	82,215 +34,350	+72%	+$3.09M	0.02%	517
2021 Q4	$4.99M	Sell	47,865 -168	-0.3%	-$18.5K	0.01%	610
2021 Q3	$5.06M	Buy	48,033 +528	+1%	+$56.6K	0.01%	592
2021 Q2	$5.03M	Sell	47,505 -6,805	-13%	-$682K	0.01%	591
2021 Q1	$5.2M	Sell	54,310 -12,699	-19%	-$1.27M	0.02%	500
2020 Q4	$6.37M	Buy	67,009 +6,943	+12%	+$599K	0.02%	427
2020 Q3	$4.71M	Buy	60,066 +13,179	+28%	+$1.02M	0.02%	438
2020 Q2	$3.49M	Buy	46,887 +4,471	+11%	+$293K	0.02%	450
2020 Q1	$2.31M	Buy	42,416 +5,199	+14%	+$316K	0.01%	507
2019 Q4	$2.25M	Buy	37,217 +23,030	+162%	+$1.35M	0.01%	592
2019 Q3	$800K	Buy	14,187 +798	+6%	+$46.2K	﹤0.01%	835
2019 Q2	$774K	Buy	13,389 +323	+2%	+$19K	﹤0.01%	835
2019 Q1	$753K	Sell	13,066 -14,071	-52%	-$769K	﹤0.01%	876
2018 Q4	$1.31M	Buy	27,137 +1,493	+6%	+$76.5K	0.01%	673
2018 Q3	$1.46M	Buy	25,644 +1,233	+5%	+$68.4K	0.01%	699
2018 Q2	$1.3M	Buy	24,411 +1,817	+8%	+$93.9K	0.01%	698
2018 Q1	$1.09M	Hold	22,594	–	–	0.01%	630
2017 Q4	$1.04M	Buy	22,594 +1,325	+6%	+$58.8K	0.01%	645
2017 Q3	$891K	Buy	21,269 +4,391	+26%	+$179K	0.01%	664
2017 Q2	$667K	Buy	+16,878	New	+$665K	0.01%	738
2017 Q1	–	Sell	-7,565	Closed	-$261K	–	1361
2016 Q4	$261K	Buy	+7,565	New	+$261K	﹤0.01%	1061

Other funds holding SKYY

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its First Trust Cloud Computing ETF (SKYY) stake by 33% in Q3 2023, selling an estimated $613K and leaving 15,915 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #912.

JP Morgan Private Wealth Advisors first reported a position in SKYY in Q4 2016 and has held it in 27 quarters since. The position peaked at $7.44M in Q1 2022. 309 funds tracked by Wall St. Rank hold SKYY as of Q3 2023.

JP Morgan Private Wealth Advisors held 15,915 shares of First Trust Cloud Computing ETF worth $1.21M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 7,870 First Trust Cloud Computing ETF shares in Q3 2023, an estimated $613K.
First Trust Cloud Computing ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #912 holding.
JP Morgan Private Wealth Advisors first reported a position in First Trust Cloud Computing ETF in Q4 2016 and has held it in 27 quarters since.
JP Morgan Private Wealth Advisors's First Trust Cloud Computing ETF position peaked at $7.44M in Q1 2022.
309 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q3 2023.

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