JP Morgan Private Wealth Advisors’s Direxion Work From Home ETF WFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,654	Closed	-$229K	–	2007
2022 Q4	$229K	Hold	5,654	–	–	﹤0.01%	1763
2022 Q3	$240K	Hold	5,654	–	–	﹤0.01%	1744
2022 Q2	$268K	Hold	5,654	–	–	﹤0.01%	1703
2022 Q1	$371K	Sell	5,654 -250	-4%	-$16.4K	﹤0.01%	1658
2021 Q4	$438K	Hold	5,904	–	–	﹤0.01%	1604
2021 Q3	$437K	Buy	5,904 +555	+10%	+$42.4K	﹤0.01%	1552
2021 Q2	$405K	Buy	5,349 +60	+1%	+$4.31K	﹤0.01%	1556
2021 Q1	$361K	Buy	5,289 +1,000	+23%	+$70.1K	﹤0.01%	1456
2020 Q4	$290K	Buy	+4,289	New	+$258K	﹤0.01%	1509

Other funds holding WFH

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Direxion Work From Home ETF (WFH) in Q1 2023, closing a stake of 5,654 shares — an estimated $229K sold.

JP Morgan Private Wealth Advisors first reported a position in WFH in Q4 2020 and held it in 9 quarters. The position peaked at $438K in Q4 2021. 21 funds tracked by Wall St. Rank hold WFH as of Q1 2023.

JP Morgan Private Wealth Advisors reported no remaining Direxion Work From Home ETF position as of Q1 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 5,654 Direxion Work From Home ETF shares in Q1 2023, an estimated $229K.
JP Morgan Private Wealth Advisors first reported a position in Direxion Work From Home ETF in Q4 2020 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's Direxion Work From Home ETF position peaked at $438K in Q4 2021.
21 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q1 2023.

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