J.P. Morgan Private Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio ITOT Stock Details ITOT Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$34.9M	Sell	370,257 -30,502	-8%	-$2.87M	0.1%	202
2023 Q2	$39.2M	Sell	400,759 -39,941	-9%	-$3.91M	0.2%	104
2023 Q1	$39.9M	Buy	440,700 +25,763	+6%	+$2.33M	0.08%	214
2022 Q4	$35.2M	Buy	414,937 +147,217	+55%	+$12.5M	0.08%	227
2022 Q3	$21.3M	Buy	267,720 +101,034	+61%	+$8.04M	0.06%	276
2022 Q2	$14M	Sell	166,686 -92,662	-36%	-$7.76M	0.04%	344
2022 Q1	$26.2M	Buy	259,348 +196,110	+310%	+$19.8M	0.06%	280
2021 Q4	$6.77M	Buy	63,238 +2,006	+3%	+$215K	0.01%	532
2021 Q3	$6.02M	Buy	61,232 +8,050	+15%	+$792K	0.01%	550
2021 Q2	$5.25M	Buy	53,182 +32,080	+152%	+$3.17M	0.01%	583
2021 Q1	$1.93M	Sell	21,102 -13,058	-38%	-$1.2M	0.01%	781
2020 Q4	$2.95M	Buy	34,160 +15,023	+79%	+$1.3M	0.01%	618
2020 Q3	$1.45M	Buy	19,137 +4,168	+28%	+$315K	0.01%	745
2020 Q2	$1.04M	Sell	14,969 -3,803	-20%	-$264K	﹤0.01%	796
2020 Q1	$1.07M	Sell	18,772 -1,908	-9%	-$109K	0.01%	690
2019 Q4	$1.5M	Buy	20,680 +7,999	+63%	+$581K	0.01%	671
2019 Q3	$851K	Buy	12,681 +3,747	+42%	+$251K	﹤0.01%	814
2019 Q2	$595K	Sell	8,934 -13,000	-59%	-$866K	﹤0.01%	921
2019 Q1	$1.41M	Sell	21,934 -2,192	-9%	-$141K	0.01%	691
2018 Q4	$1.37M	Buy	24,126 +3,325	+16%	+$189K	0.01%	656
2018 Q3	$1.39M	Buy	20,801 +544	+3%	+$36.2K	0.01%	722
2018 Q2	$1.27M	Buy	20,257 +1,250	+7%	+$78.1K	0.01%	704
2018 Q1	$1.15M	Sell	19,007 -808	-4%	-$48.8K	0.01%	614
2017 Q4	$1.21M	Hold	19,815	–	–	0.01%	608
2017 Q3	$1.14M	Sell	19,815 -1,305	-6%	-$75.1K	0.01%	593
2017 Q2	$1.17M	Buy	21,120 +700	+3%	+$38.8K	0.01%	579
2017 Q1	$1.1M	Sell	20,420 -4,032	-16%	-$218K	0.01%	605
2016 Q4	$1.26M	Buy	24,452 +8,064	+49%	+$414K	0.01%	538
2016 Q3	$812K	Buy	16,388 +190	+1%	+$9.41K	0.01%	640
2016 Q2	$771K	Buy	+16,198	New	+$771K	0.01%	658