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JP Morgan Private Wealth Advisors’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio USMC Stock Details USMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$754K Buy
17,612
+2,510
+17% +$111K ﹤0.01% 1082
2023
Q2 		$659K Buy
+15,102
New +$620K ﹤0.01% 920

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWM
Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 17% in Q3 2023, buying an estimated $111K and bringing the position to 17,612 shares worth $754K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

JP Morgan Private Wealth Advisors first reported a position in USMC in Q2 2023 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold USMC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 17,612 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $754K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 2,510 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q3 2023, an estimated $111K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1082 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q2 2023 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q3 2023.

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