JP Morgan Chase
JXI icon

JP Morgan Chase’s iShares Global Utilities ETF JXI Stock Holding History

JP Morgan Chase’s Portfolio JXI Stock Details JXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23K Buy
268
+48
+22% +$4.03K ﹤0.01% 6494
2025
Q4 		$17.3K Buy
+220
New +$17.6K ﹤0.01% 6541
2022
Q2 		– Sell
-5,000
Closed -$329K – 6682
2022
Q1 		$329K Buy
+5,000
New +$313K ﹤0.01% 4936
2021
Q4 		– Sell
-23,892
Closed -$1.41M – 6807
2021
Q3 		$1.41M Buy
23,892
+23,761
+18,138% +$1.47M ﹤0.01% 4053
2021
Q2 		$8K Buy
+131
New +$8.11K ﹤0.01% 6064
2020
Q4 		– Sell
-67
Closed -$4K – 5776
2020
Q3 		$4K Sell
67
-14,458
-100% -$811K ﹤0.01% 5343
2020
Q2 		$774K Buy
14,525
+40
+0.3% +$2.11K ﹤0.01% 3650
2020
Q1 		$734K Sell
14,485
-88
-0.6% -$5.1K ﹤0.01% 3611
2019
Q4 		$856K Buy
+14,573
New +$840K ﹤0.01% 3950
2016
Q4 		– Sell
-14,265
Closed -$678K – 5062
2016
Q3 		$678K Sell
14,265
-6,220
-30% -$301K ﹤0.01% 3295
2016
Q2 		$1.01M Sell
20,485
-180
-0.9% -$8.6K ﹤0.01% 3170
2016
Q1 		$993K Buy
20,665
+4,732
+30% +$214K ﹤0.01% 3075
2015
Q4 		$701K Buy
+15,933
New +$715K ﹤0.01% 3266
2013
Q4 		– Sell
-4,696
Closed -$206K – 4164
2013
Q3 		$206K Buy
+4,696
New +$203K ﹤0.01% 4035

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return