J.P. Morgan Private Wealth Advisors LLC - IMPACT SHS TR I ownership

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of IMPACT SHS TR I
ValueSharesWeighting
Q3 2023$425,246
-4.1%
13,760
-1.7%
0.00%
-50.0%
Q2 2023$443,240
+12.7%
14,005
+3.5%
0.00%
+100.0%
Q1 2023$393,307
+9.5%
13,5250.0%0.00%0.0%
Q4 2022$359,19013,5250.00%
Other shareholders
IMPACT SHS TR I shareholders Q4 2023
NameSharesValueWeighting ↓
Bradley & Co. Private Wealth Management, LLC 2,320$73,4250.07%
GTS SECURITIES LLC 36,519$1,155,7900.04%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 5,665$179,2890.01%
Ameritas Investment Partners, Inc. 11,746$371,7300.01%
Betterment LLC 99,534$3,1500.01%
Horan Securities, Inc. 689$21,7910.01%
Cambridge Investment Research Advisors, Inc. 41,498$1,3130.01%
Clearstead Advisors, LLC 2,618$82,8570.01%
Wealthfront Advisers LLC 19,172$606,7690.00%
J.P. Morgan Private Wealth Advisors LLC 14,005$443,2400.00%
View complete list of IMPACT SHS TR I shareholders