JP Morgan Private Wealth Advisors’s Invesco Russell 1000 Enhanced Equal Weight ETF USEQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,074
Closed -$204K 2020
2022
Q4
$204K Buy
+6,074
New +$202K ﹤0.01% 1821
2022
Q2
Sell
-5,987
Closed -$223K 2053
2022
Q1
$223K Buy
5,987
+23
+0.4% +$853 ﹤0.01% 1871
2021
Q4
$233K Buy
5,964
+6
+0.1% +$227 ﹤0.01% 1852
2021
Q3
$212K Buy
5,958
+25
+0.4% +$914 ﹤0.01% 1837
2021
Q2
$214K Buy
5,933
+21
+0.4% +$754 ﹤0.01% 1814
2021
Q1
$202K Buy
+5,912
New +$194K ﹤0.01% 1691
2018
Q4
Sell
-11,026
Closed -$316K 1619
2018
Q3
$316K Buy
+11,026
New +$314K ﹤0.01% 1266

JP Morgan Private Wealth Advisors's USEQ Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Invesco Russell 1000 Enhanced Equal Weight ETF (USEQ) in Q1 2023, closing a stake of 6,074 shares — an estimated $204K sold.

JP Morgan Private Wealth Advisors first reported a position in USEQ in Q3 2018 and held it in 7 quarters. The position peaked at $316K in Q3 2018. 0 funds tracked by Wall St. Rank hold USEQ as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Invesco Russell 1000 Enhanced Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,074 Invesco Russell 1000 Enhanced Equal Weight ETF shares in Q1 2023, an estimated $204K.
  • JP Morgan Private Wealth Advisors first reported a position in Invesco Russell 1000 Enhanced Equal Weight ETF in Q3 2018 and held it in 7 quarters.
  • JP Morgan Private Wealth Advisors's Invesco Russell 1000 Enhanced Equal Weight ETF position peaked at $316K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Invesco Russell 1000 Enhanced Equal Weight ETF as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.