JP Morgan Private Wealth Advisors’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.17M	Sell	45,131 -54,770	-55%	-$1.56M	﹤0.01%	920
2023 Q2	$2.92M	Sell	99,901 -13,928	-12%	-$404K	0.02%	457
2023 Q1	$3.38M	Sell	113,829 -2,950	-3%	-$89.2K	0.01%	705
2022 Q4	$3.39M	Sell	116,779 -16,065	-12%	-$465K	0.01%	685
2022 Q3	$3.8M	Sell	132,844 -2,483	-2%	-$85.2K	0.01%	630
2022 Q2	$4.66M	Buy	135,327 +2,528	+2%	+$92.8K	0.01%	584
2022 Q1	$5.18M	Buy	132,799 +14,988	+13%	+$563K	0.01%	601
2021 Q4	$5.1M	Buy	117,811 +1,964	+2%	+$79.8K	0.01%	603
2021 Q3	$4.51M	Buy	115,847 +4,900	+4%	+$201K	0.01%	617
2021 Q2	$4.48M	Sell	110,947 -71	-0.1%	-$2.75K	0.01%	628
2021 Q1	$4.02M	Sell	111,018 -9,569	-8%	-$340K	0.01%	566
2020 Q4	$4.32M	Buy	120,587 +8,046	+7%	+$286K	0.01%	521
2020 Q3	$3.98M	Buy	112,541 +24,513	+28%	+$888K	0.02%	484
2020 Q2	$3.13M	Buy	+88,028	New	+$2.97M	0.01%	473

Other funds holding SRVR

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

RJFSA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 55% in Q3 2023, selling an estimated $1.56M and leaving 45,131 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #920.

JP Morgan Private Wealth Advisors first reported a position in SRVR in Q2 2020 and has held it in 14 quarters since. The position peaked at $5.18M in Q1 2022. 114 funds tracked by Wall St. Rank hold SRVR as of Q3 2023.

JP Morgan Private Wealth Advisors held 45,131 shares of Pacer Data & Infrastructure Real Estate ETF worth $1.17M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 54,770 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2023, an estimated $1.56M.
Pacer Data & Infrastructure Real Estate ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #920 holding.
JP Morgan Private Wealth Advisors first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2020 and has held it in 14 quarters since.
JP Morgan Private Wealth Advisors's Pacer Data & Infrastructure Real Estate ETF position peaked at $5.18M in Q1 2022.
114 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2023.

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