JP Morgan Chase
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JP Morgan Chase’s iShares US Consumer Focused ETF IEDI Stock Holding History

JP Morgan Chase’s Portfolio IEDI Stock Details IEDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,573
Closed -$76.4K – 7537
2024
Q2 		$76.4K Buy
+1,573
New +$75.1K ﹤0.01% 5667

Other funds holding IEDI

UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JP Morgan Chase's IEDI Position: Q3 2024 in Review

JP Morgan Chase sold out of iShares US Consumer Focused ETF (IEDI) in Q3 2024, closing a stake of 1,573 shares — an estimated $76.4K sold.

JP Morgan Chase first reported a position in IEDI in Q2 2024 and held it in 1 quarter. The position peaked at $76.4K in Q2 2024. 12 funds tracked by Wall St. Rank hold IEDI as of Q3 2024.

  • JP Morgan Chase reported no remaining iShares US Consumer Focused ETF position as of Q3 2024 after selling out during the quarter.
  • JP Morgan Chase sold 1,573 iShares US Consumer Focused ETF shares in Q3 2024, an estimated $76.4K.
  • JP Morgan Chase first reported a position in iShares US Consumer Focused ETF in Q2 2024 and held it in 1 quarter.
  • JP Morgan Chase's iShares US Consumer Focused ETF position peaked at $76.4K in Q2 2024.
  • 12 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q3 2024.

Based on JP Morgan Chase's 13F filing for Q3 2024, filed 8 Nov 2024.