JP Morgan Chase’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

JP Morgan Chase’s Portfolio IDGT Stock Details IDGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,043	Closed	-$73.5K	–	7582
2023 Q2	$73.5K	Buy	+1,043	New	+$69.4K	﹤0.01%	5606
2022 Q2	–	Sell	-1,163	Closed	-$86K	–	6656
2022 Q1	$86K	Buy	1,163 +999	+609%	+$73.4K	﹤0.01%	5580
2021 Q4	$14K	Buy	+164	New	+$12.5K	﹤0.01%	6280
2020 Q4	–	Sell	-4,800	Closed	-$225K	–	5761
2020 Q3	$225K	Buy	+4,800	New	+$243K	﹤0.01%	4306
2020 Q2	–	Sell	-9,787	Closed	-$423K	–	5520
2020 Q1	$423K	Sell	9,787 -11,343	-54%	-$576K	﹤0.01%	3895
2019 Q4	$1.17M	Buy	21,130 +7,887	+60%	+$421K	﹤0.01%	3744
2019 Q3	$704K	Sell	13,243 -1,267	-9%	-$68.1K	﹤0.01%	4023
2019 Q2	$782K	Sell	14,510 -299	-2%	-$16.7K	﹤0.01%	4002
2019 Q1	$836K	Buy	14,809 +4,418	+43%	+$235K	﹤0.01%	3913
2018 Q4	$491K	Buy	+10,391	New	+$522K	﹤0.01%	4137
2016 Q3	–	Sell	-450,000	Closed	-$15.7M	–	4661
2016 Q2	$15.7M	Buy	+450,000	New	+$15.9M	﹤0.01%	1548

Other funds holding IDGT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase's IDGT Position: Q3 2023 in Review

JP Morgan Chase sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q3 2023, closing a stake of 1,043 shares — an estimated $73.5K sold.

JP Morgan Chase first reported a position in IDGT in Q2 2016 and held it in 11 quarters. The position peaked at $15.7M in Q2 2016. 26 funds tracked by Wall St. Rank hold IDGT as of Q3 2023.

JP Morgan Chase reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q3 2023 after selling out during the quarter.
JP Morgan Chase sold 1,043 iShares US Digital Infrastructure and Real Estate ETF shares in Q3 2023, an estimated $73.5K.
JP Morgan Chase first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2016 and held it in 11 quarters.
JP Morgan Chase's iShares US Digital Infrastructure and Real Estate ETF position peaked at $15.7M in Q2 2016.
26 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q3 2023.

Based on JP Morgan Chase's 13F filing for Q3 2023, filed 14 Nov 2023.