J.P. Morgan Private Wealth Advisors’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $46.5M | Buy |
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|
2023
Q2 | $45.9M | Buy |
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|
2023
Q1 | $22M | Sell |
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|
2022
Q4 | $22.4M | Buy |
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|
2022
Q3 | $20.4M | Buy |
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|
2022
Q2 | $20.4M | Buy |
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|
2022
Q1 | $23.9M | Sell |
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|
2021
Q4 | $25.7M | Sell |
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|
2021
Q3 | $23.7M | Buy |
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|
2021
Q2 | $19.4M | Buy |
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|
2021
Q1 | $16.4M | Sell |
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|
2020
Q4 | $16.9M | Buy |
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|
2020
Q3 | $15.2M | Buy |
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|
2020
Q2 | $13.7M | Buy |
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|
2020
Q1 | $10.9M | Buy |
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|
2019
Q4 | $12M | Buy |
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|
2019
Q3 | $8.78M | Sell |
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|
2019
Q2 | $30.5M | Sell |
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|
2019
Q1 | $106M | Buy |
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|
2018
Q4 | $93.7M | Sell |
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|
2018
Q3 | $119M | Sell |
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|
2018
Q2 | $112M | Sell |
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|
2018
Q1 | $127M | Buy |
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|
2017
Q4 | $111M | Sell |
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|
2017
Q3 | $104M | Sell |
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|
2017
Q2 | $113M | Sell |
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|
2017
Q1 | $126M | Buy |
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|
2016
Q4 | $105M | Sell |
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|
2016
Q3 | $104M | Sell |
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|
2016
Q2 | $106M | Sell |
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|
2016
Q1 | $224M | Sell |
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|
2015
Q4 | $232M | Buy |
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|
2015
Q3 | $107M | Sell |
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|
2015
Q2 | $124M | Sell |
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|
2015
Q1 | $124M | Buy |
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|
2014
Q4 | $124M | Sell |
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|
2014
Q3 | $120M | Buy |
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|
2014
Q2 | $14.7M | Sell |
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|
2014
Q1 | $18.9M | Buy |
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|
2013
Q4 | $17.6M | Buy |
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|
2013
Q3 | $1.62M | Buy |
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|
2013
Q2 | $1.3M | Buy |
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