JP Morgan Private Wealth Advisors’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$760K	Sell	28,109 -200	-0.7%	-$5.68K	﹤0.01%	1079
2023 Q2	$819K	Hold	28,309	–	–	﹤0.01%	834
2023 Q1	$720K	Sell	28,309 -8,440	-23%	-$197K	﹤0.01%	1322
2022 Q4	$732K	Buy	+36,749	New	+$734K	﹤0.01%	1294

Other funds holding SOXQ

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Invesco PHLX Semiconductor ETF (SOXQ) stake by 0.71% in Q3 2023, selling an estimated $5.68K and leaving 28,109 shares worth $760K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

JP Morgan Private Wealth Advisors first reported a position in SOXQ in Q4 2022 and has held it in 4 quarters since. The position peaked at $819K in Q2 2023. 38 funds tracked by Wall St. Rank hold SOXQ as of Q3 2023.

JP Morgan Private Wealth Advisors held 28,109 shares of Invesco PHLX Semiconductor ETF worth $760K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 200 Invesco PHLX Semiconductor ETF shares in Q3 2023, an estimated $5.68K.
Invesco PHLX Semiconductor ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1079 holding.
JP Morgan Private Wealth Advisors first reported a position in Invesco PHLX Semiconductor ETF in Q4 2022 and has held it in 4 quarters since.
JP Morgan Private Wealth Advisors's Invesco PHLX Semiconductor ETF position peaked at $819K in Q2 2023.
38 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q3 2023.

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