JP Morgan Private Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-14,018	Closed	-$625K	–	1463
2018 Q1	$625K	Hold	14,018	–	–	﹤0.01%	797
2017 Q4	$630K	Hold	14,018	–	–	﹤0.01%	791
2017 Q3	$628K	Hold	14,018	–	–	﹤0.01%	771
2017 Q2	$611K	Hold	14,018	–	–	﹤0.01%	774
2017 Q1	$594K	Buy	14,018 +408	+3%	+$17K	﹤0.01%	789
2016 Q4	$552K	Hold	13,610	–	–	﹤0.01%	767
2016 Q3	$560K	Buy	13,610 +810	+6%	+$33K	0.01%	750
2016 Q2	$512K	Buy	+12,800	New	+$507K	0.01%	768

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $557M AUM 16.94% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AOR Position: Q2 2018 in Review

JP Morgan Private Wealth Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2018, closing a stake of 14,018 shares — an estimated $625K sold.

JP Morgan Private Wealth Advisors first reported a position in AOR in Q2 2016 and held it in 8 quarters. The position peaked at $630K in Q4 2017. 156 funds tracked by Wall St. Rank hold AOR as of Q2 2018.

JP Morgan Private Wealth Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 14,018 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2018, an estimated $625K.
JP Morgan Private Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2016 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $630K in Q4 2017.
156 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.