JP Morgan Private Wealth Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.99M	Buy	36,417 +1,145	+3%	+$65.9K	0.01%	737
2023 Q2	$2.03M	Buy	35,272 +26,406	+298%	+$1.44M	0.01%	557
2023 Q1	$486K	Buy	8,866 +3,114	+54%	+$175K	﹤0.01%	1491
2022 Q4	$306K	Sell	5,752 -16,417	-74%	-$882K	﹤0.01%	1657
2022 Q3	$1.1M	Buy	22,169 +10,481	+90%	+$579K	﹤0.01%	1088
2022 Q2	$603K	Sell	11,688 -6,945	-37%	-$393K	﹤0.01%	1383
2022 Q1	$1.16M	Sell	18,633 -175,786	-90%	-$10.8M	﹤0.01%	1143
2021 Q4	$12.9M	Buy	194,419 +188,594	+3,238%	+$12.6M	0.03%	392
2021 Q3	$374K	Buy	5,825 +3	+0.1%	+$195	﹤0.01%	1622
2021 Q2	$386K	Buy	5,822 +2,310	+66%	+$150K	﹤0.01%	1582
2021 Q1	$221K	Sell	3,512 -954	-21%	-$59K	﹤0.01%	1644
2020 Q4	$254K	Buy	+4,466	New	+$229K	﹤0.01%	1565

Other funds holding SMMD

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its iShares Russell 2500 ETF (SMMD) stake by 3.2% in Q3 2023, buying an estimated $65.9K and bringing the position to 36,417 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #737.

JP Morgan Private Wealth Advisors first reported a position in SMMD in Q4 2020 and has held it in 12 quarters since. The position peaked at $12.9M in Q4 2021. 129 funds tracked by Wall St. Rank hold SMMD as of Q3 2023.

JP Morgan Private Wealth Advisors held 36,417 shares of iShares Russell 2500 ETF worth $1.99M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 1,145 iShares Russell 2500 ETF shares in Q3 2023, an estimated $65.9K.
iShares Russell 2500 ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #737 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares Russell 2500 ETF in Q4 2020 and has held it in 12 quarters since.
JP Morgan Private Wealth Advisors's iShares Russell 2500 ETF position peaked at $12.9M in Q4 2021.
129 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2023.

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