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JP Morgan Private Wealth Advisors’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SMLV Stock Details SMLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$291K Buy
2,939
+16
+0.5% +$1.67K ﹤0.01% 1493
2023
Q2 		$302K Sell
2,923
-240
-8% -$24.4K ﹤0.01% 1240
2023
Q1 		$333K Buy
3,163
+19
+0.6% +$2.09K ﹤0.01% 1638
2022
Q4 		$338K Buy
3,144
+274
+10% +$29.6K ﹤0.01% 1612
2022
Q3 		$283K Buy
2,870
+13
+0.5% +$1.4K ﹤0.01% 1674
2022
Q2 		$298K Buy
2,857
+305
+12% +$33K ﹤0.01% 1651
2022
Q1 		$291K Buy
+2,552
New +$292K ﹤0.01% 1755

Other funds holding SMLV

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 0.55% in Q3 2023, buying an estimated $1.67K and bringing the position to 2,939 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

JP Morgan Private Wealth Advisors first reported a position in SMLV in Q1 2022 and has held it in 7 quarters since. The position peaked at $338K in Q4 2022. 69 funds tracked by Wall St. Rank hold SMLV as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,939 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $291K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 16 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2023, an estimated $1.67K.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1493 holding.
  • JP Morgan Private Wealth Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2022 and has held it in 7 quarters since.
  • JP Morgan Private Wealth Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $338K in Q4 2022.
  • 69 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2023.

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