JMPWA
UFOX

JP Morgan Private Wealth Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio UFOX Stock Details UFOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6,174
Closed -$202K – 1940
2023
Q1 		$202K Buy
+6,174
New +$198K ﹤0.01% 1830
2022
Q1 		– Sell
-4,924
Closed -$205K – 2090
2021
Q4 		$205K Buy
+4,924
New +$194K ﹤0.01% 1901

Other funds holding UFOX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Osaic Holdings
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Private Wealth Advisors's UFOX Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2023, closing a stake of 6,174 shares — an estimated $202K sold.

JP Morgan Private Wealth Advisors first reported a position in UFOX in Q4 2021 and held it in 2 quarters. The position peaked at $205K in Q4 2021. 170 funds tracked by Wall St. Rank hold UFOX as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,174 Defiance Space and Connective Tech ETF shares in Q2 2023, an estimated $202K.
  • JP Morgan Private Wealth Advisors first reported a position in Defiance Space and Connective Tech ETF in Q4 2021 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Defiance Space and Connective Tech ETF position peaked at $205K in Q4 2021.
  • 170 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.