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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$702K	Buy	8,721 +10	+0.1%	+$813	﹤0.01%	1107
2023 Q2	$693K	Buy	8,711 +512	+6%	+$38.6K	﹤0.01%	895
2023 Q1	$619K	Buy	8,199 +1,041	+15%	+$79.8K	﹤0.01%	1386
2022 Q4	$539K	Buy	7,158 +1,434	+25%	+$110K	﹤0.01%	1446
2022 Q3	$399K	Buy	5,724 +22	+0.4%	+$1.68K	﹤0.01%	1545
2022 Q2	$406K	Buy	5,702 +17	+0.3%	+$1.36K	﹤0.01%	1529
2022 Q1	$491K	Buy	5,685 +12	+0.2%	+$1.02K	﹤0.01%	1542
2021 Q4	$516K	Buy	+5,673	New	+$514K	﹤0.01%	1544

Other funds holding XMMO

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.11% in Q3 2023, buying an estimated $813 and bringing the position to 8,721 shares worth $702K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

JP Morgan Private Wealth Advisors first reported a position in XMMO in Q4 2021 and has held it in 8 quarters since. 156 funds tracked by Wall St. Rank hold XMMO as of Q3 2023.

JP Morgan Private Wealth Advisors held 8,721 shares of Invesco S&P MidCap Momentum ETF worth $702K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 10 Invesco S&P MidCap Momentum ETF shares in Q3 2023, an estimated $813.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1107 holding.
JP Morgan Private Wealth Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2021 and has held it in 8 quarters since.
156 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2023.

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