JP Morgan Private Wealth Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$261K	Buy	6,777 +25	+0.4%	+$978	﹤0.01%	1539
2023 Q2	$262K	Buy	6,752 +25	+0.4%	+$936	﹤0.01%	1295
2023 Q1	$253K	Buy	6,727 +19	+0.3%	+$722	﹤0.01%	1744
2022 Q4	$252K	Buy	6,708 +35	+0.5%	+$1.31K	﹤0.01%	1727
2022 Q3	$228K	Buy	6,673 +32	+0.5%	+$1.2K	﹤0.01%	1758
2022 Q2	$241K	Buy	+6,641	New	+$258K	﹤0.01%	1758

Other funds holding USMF

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its WisdomTree US Multifactor Fund (USMF) stake by 0.37% in Q3 2023, buying an estimated $978 and bringing the position to 6,777 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

JP Morgan Private Wealth Advisors first reported a position in USMF in Q2 2022 and has held it in 6 quarters since. The position peaked at $262K in Q2 2023. 47 funds tracked by Wall St. Rank hold USMF as of Q3 2023.

JP Morgan Private Wealth Advisors held 6,777 shares of WisdomTree US Multifactor Fund worth $261K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 25 WisdomTree US Multifactor Fund shares in Q3 2023, an estimated $978.
WisdomTree US Multifactor Fund made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1539 holding.
JP Morgan Private Wealth Advisors first reported a position in WisdomTree US Multifactor Fund in Q2 2022 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's WisdomTree US Multifactor Fund position peaked at $262K in Q2 2023.
47 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2023.

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