JMPWA
USLB

JP Morgan Private Wealth Advisors’s Invesco Russell 1000 Low Beta Equal Weight ETF USLB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio USLB Stock Details USLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,077
Closed -$381K – 2028
2022
Q4 		$381K Buy
10,077
+31
+0.3% +$1.16K ﹤0.01% 1566
2022
Q3 		$342K Buy
10,046
+39
+0.4% +$1.46K ﹤0.01% 1604
2022
Q2 		$359K Buy
10,007
+29
+0.3% +$1.11K ﹤0.01% 1574
2022
Q1 		$407K Buy
9,978
+20
+0.2% +$818 ﹤0.01% 1620
2021
Q4 		$428K Buy
9,958
+14
+0.1% +$578 ﹤0.01% 1612
2021
Q3 		$387K Buy
9,944
+7
+0.1% +$282 ﹤0.01% 1607
2021
Q2 		$389K Buy
9,937
+13
+0.1% +$504 ﹤0.01% 1577
2021
Q1 		$367K Buy
9,924
+17
+0.2% +$611 ﹤0.01% 1445
2020
Q4 		$348K Buy
9,907
+30
+0.3% +$1K ﹤0.01% 1439
2020
Q3 		$313K Buy
9,877
+56
+0.6% +$1.8K ﹤0.01% 1348
2020
Q2 		$295K Sell
9,821
-5,837
-37% -$171K ﹤0.01% 1310
2020
Q1 		$414K Buy
15,658
+79
+0.5% +$2.57K ﹤0.01% 1004
2019
Q4 		$541K Buy
15,579
+101
+0.7% +$3.43K ﹤0.01% 1020
2019
Q3 		$520K Buy
15,478
+43
+0.3% +$1.43K ﹤0.01% 990
2019
Q2 		$506K Buy
15,435
+69
+0.4% +$2.23K ﹤0.01% 983
2019
Q1 		$489K Buy
15,366
+3,219
+27% +$99.3K ﹤0.01% 1048
2018
Q4 		$340K Buy
12,147
+66
+0.5% +$2.03K ﹤0.01% 1107
2018
Q3 		$399K Buy
+12,081
New +$395K ﹤0.01% 1169

Other funds holding USLB

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Invesco Russell 1000 Low Beta Equal Weight ETF (USLB) in Q1 2023, closing a stake of 10,077 shares — an estimated $381K sold.

JP Morgan Private Wealth Advisors first reported a position in USLB in Q3 2018 and held it in 18 quarters. The position peaked at $541K in Q4 2019. 3 funds tracked by Wall St. Rank hold USLB as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Invesco Russell 1000 Low Beta Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,077 Invesco Russell 1000 Low Beta Equal Weight ETF shares in Q1 2023, an estimated $381K.
  • JP Morgan Private Wealth Advisors first reported a position in Invesco Russell 1000 Low Beta Equal Weight ETF in Q3 2018 and held it in 18 quarters.
  • JP Morgan Private Wealth Advisors's Invesco Russell 1000 Low Beta Equal Weight ETF position peaked at $541K in Q4 2019.
  • 3 funds tracked by Wall St. Rank held Invesco Russell 1000 Low Beta Equal Weight ETF as of Q1 2023.

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