JP Morgan Private Wealth Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$5.66M	Buy	62,011 +8,400	+16%	+$783K	0.02%	479
2023 Q2	$4.87M	Sell	53,611 -24,786	-32%	-$2.14M	0.03%	343
2023 Q1	$6.69M	Buy	78,397 +8,556	+12%	+$740K	0.01%	525
2022 Q4	$5.77M	Buy	69,841 +6,287	+10%	+$518K	0.01%	543
2022 Q3	$4.76M	Buy	63,554 +11,053	+21%	+$919K	0.01%	570
2022 Q2	$4.18M	Buy	+52,501	New	+$4.47M	0.01%	617

Other funds holding SPGP

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

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SVCP

Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors increased its Invesco S&P 500 GARP ETF (SPGP) stake by 16% in Q3 2023, buying an estimated $783K and bringing the position to 62,011 shares worth $5.66M. The position accounts for 0.02% of the portfolio, ranked #479.

JP Morgan Private Wealth Advisors first reported a position in SPGP in Q2 2022 and has held it in 6 quarters since. The position peaked at $6.69M in Q1 2023. 249 funds tracked by Wall St. Rank hold SPGP as of Q3 2023.

JP Morgan Private Wealth Advisors held 62,011 shares of Invesco S&P 500 GARP ETF worth $5.66M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 8,400 Invesco S&P 500 GARP ETF shares in Q3 2023, an estimated $783K.
Invesco S&P 500 GARP ETF made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #479 holding.
JP Morgan Private Wealth Advisors first reported a position in Invesco S&P 500 GARP ETF in Q2 2022 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's Invesco S&P 500 GARP ETF position peaked at $6.69M in Q1 2023.
249 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2023.

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