JP Morgan Private Wealth Advisors’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.59M	Buy	41,638 +2,756	+7%	+$180K	0.01%	665
2023 Q2	$2.58M	Buy	38,882 +24,865	+177%	+$1.52M	0.01%	487
2023 Q1	$857K	Buy	+14,017	New	+$833K	﹤0.01%	1237

Other funds holding TDV

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its ProShares S&P Technology Dividend Aristocrats ETF (TDV) stake by 7.1% in Q3 2023, buying an estimated $180K and bringing the position to 41,638 shares worth $2.59M. The position accounts for 0.01% of the portfolio, ranked #665.

JP Morgan Private Wealth Advisors first reported a position in TDV in Q1 2023 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold TDV as of Q3 2023.

JP Morgan Private Wealth Advisors held 41,638 shares of ProShares S&P Technology Dividend Aristocrats ETF worth $2.59M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 2,756 ProShares S&P Technology Dividend Aristocrats ETF shares in Q3 2023, an estimated $180K.
ProShares S&P Technology Dividend Aristocrats ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #665 holding.
JP Morgan Private Wealth Advisors first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q1 2023 and has held it in 3 quarters since.
57 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q3 2023.

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