JP Morgan Private Wealth Advisors’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$326K	Sell	2,000 -7,780	-80%	-$1.32M	﹤0.01%	1436
2023 Q2	$1.65M	Sell	9,780 -8,504	-47%	-$1.35M	0.01%	627
2023 Q1	$2.87M	Buy	18,284 +433	+2%	+$67.5K	0.01%	751
2022 Q4	$2.65M	Hold	17,851	–	–	0.01%	747
2022 Q3	$2.47M	Sell	17,851 -594	-3%	-$91.2K	0.01%	770
2022 Q2	$2.68M	Buy	18,445 +347	+2%	+$55K	0.01%	750
2022 Q1	$3.15M	Buy	18,098 +2,947	+19%	+$507K	0.01%	755
2021 Q4	$2.76M	Hold	15,151	–	–	0.01%	794
2021 Q3	$2.56M	Buy	15,151 +7,080	+88%	+$1.22M	0.01%	800
2021 Q2	$1.38M	Buy	+8,071	New	+$1.35M	﹤0.01%	1040

Other funds holding TILT

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return

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

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Northern Trust Morningstar US Market Factor Tilt ETF (TILT) stake by 80% in Q3 2023, selling an estimated $1.32M and leaving 2,000 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

JP Morgan Private Wealth Advisors first reported a position in TILT in Q2 2021 and has held it in 10 quarters since. The position peaked at $3.15M in Q1 2022. 81 funds tracked by Wall St. Rank hold TILT as of Q3 2023.

JP Morgan Private Wealth Advisors held 2,000 shares of Northern Trust Morningstar US Market Factor Tilt ETF worth $326K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 7,780 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q3 2023, an estimated $1.32M.
Northern Trust Morningstar US Market Factor Tilt ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1436 holding.
JP Morgan Private Wealth Advisors first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $3.15M in Q1 2022.
81 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q3 2023.

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