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JP Morgan Private Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.71M Hold
42,622
– – 0.01% 649
2023
Q2 		$2.83M Sell
42,622
-684
-2% -$44K 0.01% 462
2023
Q1 		$2.75M Sell
43,306
-30,461
-41% -$1.9M 0.01% 763
2022
Q4 		$4.41M Buy
73,767
+45,800
+164% +$2.71M 0.01% 606
2022
Q3 		$1.55M Hold
27,967
– – ﹤0.01% 937
2022
Q2 		$1.68M Hold
27,967
– – ﹤0.01% 901
2022
Q1 		$1.93M Sell
27,967
-117
-0.4% -$8.09K ﹤0.01% 914
2021
Q4 		$2.04M Sell
28,084
-262
-0.9% -$18.9K ﹤0.01% 906
2021
Q3 		$1.98M Hold
28,346
– – ﹤0.01% 906
2021
Q2 		$2M Sell
28,346
-2,523
-8% -$175K 0.01% 881
2021
Q1 		$2.07M Hold
30,869
– – 0.01% 755
2020
Q4 		$1.98M Sell
30,869
-10
-0% -$611 0.01% 729
2020
Q3 		$1.79M Sell
30,879
-110
-0.4% -$6.34K 0.01% 678
2020
Q2 		$1.7M Sell
30,989
-6,267
-17% -$326K 0.01% 628
2020
Q1 		$1.77M Sell
37,256
-12,190
-25% -$667K 0.01% 563
2019
Q4 		$2.87M Buy
49,446
+1,151
+2% +$64.9K 0.01% 542
2019
Q3 		$2.65M Sell
48,295
-1,111
-2% -$60.5K 0.01% 534
2019
Q2 		$2.73M Sell
49,406
-771
-2% -$41.6K 0.01% 524
2019
Q1 		$2.69M Buy
50,177
+117
+0.2% +$6.07K 0.01% 550
2018
Q4 		$2.43M Buy
+50,060
New +$2.56M 0.01% 530

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AOA Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q3 2023 at 42,622 shares worth $2.71M. The position accounts for 0.01% of the portfolio, ranked #649.

JP Morgan Private Wealth Advisors first reported a position in AOA in Q4 2018 and has held it in 20 quarters since. The position peaked at $4.41M in Q4 2022. 276 funds tracked by Wall St. Rank hold AOA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 42,622 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.71M as of Q3 2023.
  • JP Morgan Private Wealth Advisors left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q3 2023.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #649 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2018 and has held it in 20 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $4.41M in Q4 2022.
  • 276 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.