J.P. Morgan Private Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $643K | Sell |
19,133
-4,641
| -20% | -$156K | ﹤0.01% | 1143 |
|
|
2023
Q2 | $805K | Sell |
23,774
-2,939
| -11% | -$99.5K | ﹤0.01% | 843 |
|
|
2023
Q1 | $956K | Buy |
26,713
+9,988
| +60% | +$357K | ﹤0.01% | 1179 |
|
|
2022
Q4 | $797K | Sell |
16,725
-8,460
| -34% | -$403K | ﹤0.01% | 1257 |
|
|
2022
Q3 | $1.2M | Buy |
25,185
+3,564
| +16% | +$170K | ﹤0.01% | 1050 |
|
|
2022
Q2 | $1.07M | Sell |
21,621
-576
| -3% | -$28.4K | ﹤0.01% | 1122 |
|
|
2022
Q1 | $1.31M | Buy |
22,197
+1,006
| +5% | +$59.3K | ﹤0.01% | 1084 |
|
|
2021
Q4 | $1.31M | Buy |
21,191
+1,329
| +7% | +$82.1K | ﹤0.01% | 1105 |
|
|
2021
Q3 | $1.2M | Sell |
19,862
-2,908
| -13% | -$176K | ﹤0.01% | 1126 |
|
|
2021
Q2 | $1.31M | Sell |
22,770
-4,597
| -17% | -$264K | ﹤0.01% | 1067 |
|
|
2021
Q1 | $1.55M | Buy |
27,367
+12,430
| +83% | +$704K | 0.01% | 863 |
|
|
2020
Q4 | $677K | Buy |
14,937
+2,867
| +24% | +$130K | ﹤0.01% | 1162 |
|
|
2020
Q3 | $395K | Buy |
12,070
+1,298
| +12% | +$42.5K | ﹤0.01% | 1243 |
|
|
2020
Q2 | $364K | Hold |
10,772
| – | – | ﹤0.01% | 1233 |
|
|
2020
Q1 | $311K | Sell |
10,772
-800
| -7% | -$23.1K | ﹤0.01% | 1124 |
|
|
2019
Q4 | $590K | Buy |
11,572
+490
| +4% | +$25K | ﹤0.01% | 985 |
|
|
2019
Q3 | $516K | Sell |
11,082
-60
| -0.5% | -$2.79K | ﹤0.01% | 992 |
|
|
2019
Q2 | $511K | Sell |
11,142
-225
| -2% | -$10.3K | ﹤0.01% | 979 |
|
|
2019
Q1 | $494K | Hold |
11,367
| – | – | ﹤0.01% | 1042 |
|
|
2018
Q4 | $453K | Sell |
11,367
-100
| -0.9% | -$3.99K | ﹤0.01% | 1005 |
|
|
2018
Q3 | $562K | Sell |
11,467
-541
| -5% | -$26.5K | ﹤0.01% | 1029 |
|
|
2018
Q2 | $590K | Buy |
12,008
+257
| +2% | +$12.6K | ﹤0.01% | 954 |
|
|
2018
Q1 | $592K | Hold |
11,751
| – | – | ﹤0.01% | 812 |
|
|
2017
Q4 | $579K | Sell |
11,751
-300
| -2% | -$14.8K | ﹤0.01% | 823 |
|
|
2017
Q3 | $569K | Hold |
12,051
| – | – | ﹤0.01% | 797 |
|
|
2017
Q2 | $549K | Hold |
12,051
| – | – | ﹤0.01% | 807 |
|
|
2017
Q1 | $540K | Buy |
12,051
+300
| +3% | +$13.4K | ﹤0.01% | 820 |
|
|
2016
Q4 | $533K | Buy |
11,751
+435
| +4% | +$19.7K | ﹤0.01% | 777 |
|
|
2016
Q3 | $398K | Buy |
11,316
+541
| +5% | +$19K | ﹤0.01% | 873 |
|
|
2016
Q2 | $350K | Hold |
10,775
| – | – | ﹤0.01% | 909 |
|
|
2016
Q1 | $342K | Sell |
10,775
-2,900
| -21% | -$92K | ﹤0.01% | 896 |
|
|
2015
Q4 | $478K | Buy |
13,675
+2,575
| +23% | +$90K | ﹤0.01% | 704 |
|
|
2015
Q3 | $374K | Hold |
11,100
| – | – | ﹤0.01% | 717 |
|
|
2015
Q2 | $406K | Sell |
11,100
-200
| -2% | -$7.32K | ﹤0.01% | 749 |
|
|
2015
Q1 | $394K | Buy |
11,300
+1,600
| +16% | +$55.8K | ﹤0.01% | 792 |
|
|
2014
Q4 | $339K | Sell |
9,700
-550
| -5% | -$19.2K | ﹤0.01% | 833 |
|
|
2014
Q3 | $340K | Buy |
10,250
+2,100
| +26% | +$69.7K | ﹤0.01% | 807 |
|
|
2014
Q2 | $282K | Sell |
8,150
-1,000
| -11% | -$34.6K | ﹤0.01% | 726 |
|
|
2014
Q1 | $320K | Buy |
9,150
+200
| +2% | +$7K | 0.01% | 706 |
|
|
2013
Q4 | $296K | Buy |
8,950
+350
| +4% | +$11.6K | 0.01% | 535 |
|
|
2013
Q3 | $256K | Buy |
8,600
+250
| +3% | +$7.44K | 0.01% | 543 |
|
|
2013
Q2 | $244K | Buy |
+8,350
| New | +$244K | 0.01% | 526 |
|