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JP Morgan Private Wealth Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio XMHQ Stock Details XMHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,410
Closed -$443K – 2008
2022
Q4 		$443K Buy
+6,410
New +$447K ﹤0.01% 1517

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q1 2023, closing a stake of 6,410 shares — an estimated $443K sold.

JP Morgan Private Wealth Advisors first reported a position in XMHQ in Q4 2022 and held it in 1 quarter. The position peaked at $443K in Q4 2022. 86 funds tracked by Wall St. Rank hold XMHQ as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Invesco S&P MidCap Quality ETF position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,410 Invesco S&P MidCap Quality ETF shares in Q1 2023, an estimated $443K.
  • JP Morgan Private Wealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q4 2022 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Invesco S&P MidCap Quality ETF position peaked at $443K in Q4 2022.
  • 86 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2023.

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