JMPWA
CIBR icon

JP Morgan Private Wealth Advisors’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CIBR Stock Details CIBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$21.6M Sell
475,436
-39,471
-8% -$1.81M 0.06% 265
2023
Q2 		$23.4M Sell
514,907
-43,477
-8% -$1.84M 0.12% 150
2023
Q1 		$23.9M Sell
558,384
-46,511
-8% -$1.89M 0.05% 285
2022
Q4 		$23.4M Sell
604,895
-39,024
-6% -$1.55M 0.05% 285
2022
Q3 		$24.8M Buy
643,919
+9,942
+2% +$422K 0.06% 254
2022
Q2 		$25.5M Buy
633,977
+11,619
+2% +$520K 0.07% 257
2022
Q1 		$33.1M Buy
622,358
+59,656
+11% +$2.92M 0.07% 249
2021
Q4 		$29.7M Buy
562,702
+90,601
+19% +$4.76M 0.06% 258
2021
Q3 		$23M Buy
472,101
+54,041
+13% +$2.67M 0.06% 287
2021
Q2 		$19.5M Buy
418,060
+12,850
+3% +$571K 0.05% 307
2021
Q1 		$16.9M Sell
405,210
-4,342
-1% -$190K 0.05% 301
2020
Q4 		$18.2M Sell
409,552
-11,701
-3% -$446K 0.06% 273
2020
Q3 		$14.7M Buy
421,253
+82,450
+24% +$2.88M 0.06% 263
2020
Q2 		$11.2M Buy
338,803
+10,733
+3% +$324K 0.05% 267
2020
Q1 		$8.45M Buy
328,070
+70,371
+27% +$2.06M 0.05% 285
2019
Q4 		$7.74M Buy
+257,699
New +$7.52M 0.04% 342
2018
Q4 		– Sell
-50,785
Closed -$1.45M – 1471
2018
Q3 		$1.45M Sell
50,785
-2,550
-5% -$70.4K 0.01% 702
2018
Q2 		$1.41M Buy
+53,335
New +$1.41M 0.01% 677

Other funds holding CIBR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 7.7% in Q3 2023, selling an estimated $1.81M and leaving 475,436 shares worth $21.6M. The position accounts for 0.06% of the portfolio, ranked #265.

JP Morgan Private Wealth Advisors first reported a position in CIBR in Q2 2018 and has held it in 18 quarters since. The position peaked at $33.1M in Q1 2022. 434 funds tracked by Wall St. Rank hold CIBR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 475,436 shares of First Trust NASDAQ Cybersecurity ETF worth $21.6M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 39,471 First Trust NASDAQ Cybersecurity ETF shares in Q3 2023, an estimated $1.81M.
  • First Trust NASDAQ Cybersecurity ETF made up 0.06% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #265 holding.
  • JP Morgan Private Wealth Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2018 and has held it in 18 quarters since.
  • JP Morgan Private Wealth Advisors's First Trust NASDAQ Cybersecurity ETF position peaked at $33.1M in Q1 2022.
  • 434 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2023.

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