J.P. Morgan Private Wealth Advisors LLC - PACER FDS TR ownership

PACER FDS TR's ticker is SRVR and the CUSIP is 69374H741. A total of 113 filers reported holding PACER FDS TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$1,168,431
-59.9%
45,131
-54.8%
0.00%
-80.0%
Q2 2023$2,917,101
-13.6%
99,901
-12.2%
0.02%
+114.3%
Q1 2023$3,375,030
-0.4%
113,829
-2.5%
0.01%
-12.5%
Q4 2022$3,388,927
-10.9%
116,779
-12.1%
0.01%
-20.0%
Q3 2022$3,803,000
-18.4%
132,844
-1.8%
0.01%
-16.7%
Q2 2022$4,661,000
-10.1%
135,327
+1.9%
0.01%
+9.1%
Q1 2022$5,184,000
+1.7%
132,799
+12.7%
0.01%0.0%
Q4 2021$5,099,000
+13.1%
117,811
+1.7%
0.01%0.0%
Q3 2021$4,509,000
+0.7%
115,847
+4.4%
0.01%
-8.3%
Q2 2021$4,476,000
+11.4%
110,947
-0.1%
0.01%
-7.7%
Q1 2021$4,019,000
-7.0%
111,018
-7.9%
0.01%
-7.1%
Q4 2020$4,323,000
+8.7%
120,587
+7.1%
0.01%
-12.5%
Q3 2020$3,976,000
+27.1%
112,541
+27.8%
0.02%
+14.3%
Q2 2020$3,129,00088,0280.01%
Other shareholders
PACER FDS TR shareholders Q2 2023
NameSharesValueWeighting ↓
DHK Financial Advisors, Inc. 43,768$1,133,1441.01%
FOSTER & MOTLEY INC 404,316$10,4680.86%
TAP Consulting, LLC 119,297$3,088,6030.80%
New England Private Wealth Advisors LLC 89,910$2,365,3960.49%
Proquility Private Wealth Partners, LLC 37,362$967,3200.40%
Cornerstone Management, Inc. 53,054$1,373,5690.37%
Commonwealth Financial Services, LLC 37,865$980,3250.29%
CREATIVE FINANCIAL DESIGNS INC /ADV 65,923$1,706,7450.20%
Intrepid Financial Planning Group LLC 12,446$322,2270.17%
SILVERLAKE WEALTH MANAGEMENT LLC 9,569$247,7370.14%
View complete list of PACER FDS TR shareholders