JP Morgan Private Wealth Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$353K	Sell	9,007 -2,500	-22%	-$103K	﹤0.01%	1397
2023 Q2	$476K	Buy	11,507 +1,726	+18%	+$71K	﹤0.01%	1053
2023 Q1	$413K	Sell	9,781 -147,035	-94%	-$6.4M	﹤0.01%	1549
2022 Q4	$6.87M	Buy	156,816 +297	+0.2%	+$12.8K	0.02%	506
2022 Q3	$6.12M	Sell	156,519 -587,290	-79%	-$25.9M	0.02%	509
2022 Q2	$32.8M	Buy	743,809 +737,713	+12,102%	+$34.4M	0.08%	218
2022 Q1	$288K	Sell	6,096 -389	-6%	-$17.7K	﹤0.01%	1763
2021 Q4	$294K	Buy	6,485 +1,015	+19%	+$44.2K	﹤0.01%	1753
2021 Q3	$232K	Buy	+5,470	New	+$239K	﹤0.01%	1790

Other funds holding SPHD

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

RJFSA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 22% in Q3 2023, selling an estimated $103K and leaving 9,007 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

JP Morgan Private Wealth Advisors first reported a position in SPHD in Q3 2021 and has held it in 9 quarters since. The position peaked at $32.8M in Q2 2022. 312 funds tracked by Wall St. Rank hold SPHD as of Q3 2023.

JP Morgan Private Wealth Advisors held 9,007 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $353K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 2,500 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2023, an estimated $103K.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1397 holding.
JP Morgan Private Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2021 and has held it in 9 quarters since.
JP Morgan Private Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $32.8M in Q2 2022.
312 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2023.

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