JP Morgan Private Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$389K	Buy	12,750 +4,250	+50%	+$137K	﹤0.01%	1348
2023 Q2	$281K	Sell	8,500 -515	-6%	-$15.8K	﹤0.01%	1263
2023 Q1	$283K	Buy	9,015 +165	+2%	+$4.87K	﹤0.01%	1699
2022 Q4	$226K	Buy	+8,850	New	+$223K	﹤0.01%	1768
2022 Q3	–	Sell	-12,235	Closed	-$323K	–	1991
2022 Q2	$323K	Sell	12,235 -25	-0.2%	-$730	﹤0.01%	1613
2022 Q1	$421K	Buy	12,260 +3,215	+36%	+$115K	﹤0.01%	1607
2021 Q4	$374K	Buy	+9,045	New	+$396K	﹤0.01%	1658

Other funds holding ARTY

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors increased its iShares Future AI & Tech ETF (ARTY) stake by 50% in Q3 2023, buying an estimated $137K and bringing the position to 12,750 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

JP Morgan Private Wealth Advisors first reported a position in ARTY in Q4 2021 and has held it in 7 quarters since. The position peaked at $421K in Q1 2022. 123 funds tracked by Wall St. Rank hold ARTY as of Q3 2023.

JP Morgan Private Wealth Advisors held 12,750 shares of iShares Future AI & Tech ETF worth $389K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 4,250 iShares Future AI & Tech ETF shares in Q3 2023, an estimated $137K.
iShares Future AI & Tech ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1348 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares Future AI & Tech ETF in Q4 2021 and has held it in 7 quarters since.
JP Morgan Private Wealth Advisors's iShares Future AI & Tech ETF position peaked at $421K in Q1 2022.
123 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2023.

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