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

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$232,362
-1.7%
6,620
+9.6%
0.00%0.0%
Q2 2023$236,3646,0400.00%
Other shareholders
PACER FDS TR shareholders Q4 2023
NameSharesValueWeighting ↓
CASTLE WEALTH MANAGEMENT LLC 58,898$2,067,3031.47%
Alaska Permanent Capital Management 338,681$11,886,1111.05%
Alaska Wealth Advisors 157,247$5,519,3700.88%
H&H Retirement Design & Management INC 35,299$1,220,0130.84%
Anfield Capital Management, LLC 45,818$1,608,2120.77%
Cedar Brook Financial Partners, LLC 44,776$1,571,6520.41%
Fermata Advisors, LLC 33,605$1,179,6280.33%
Paragon Private Wealth Management, LLC 10,828$380,0630.31%
DHK Financial Advisors, Inc. 9,025$316,7780.28%
Clay Northam Wealth Management, LLC 6,145$215,6900.21%
View complete list of PACER FDS TR shareholders