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JP Morgan Private Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$32.5M Sell
655,286
-79,051
-11% -$4.09M 0.09% 209
2023
Q2 		$37.8M Buy
734,337
+44,103
+6% +$2.22M 0.2% 106
2023
Q1 		$34.5M Buy
690,234
+38,353
+6% +$1.93M 0.07% 236
2022
Q4 		$32.6M Buy
651,881
+25,175
+4% +$1.24M 0.07% 236
2022
Q3 		$27.9M Buy
626,706
+28,272
+5% +$1.39M 0.07% 240
2022
Q2 		$28.5M Buy
598,434
+41,322
+7% +$2.08M 0.07% 238
2022
Q1 		$29.8M Buy
557,112
+225,458
+68% +$12M 0.06% 261
2021
Q4 		$18.4M Buy
331,654
+15,195
+5% +$811K 0.04% 329
2021
Q3 		$15.9M Buy
316,459
+55,034
+21% +$2.85M 0.04% 350
2021
Q2 		$13.2M Buy
261,425
+51,241
+24% +$2.57M 0.03% 380
2021
Q1 		$10.1M Sell
210,184
-29,464
-12% -$1.36M 0.03% 370
2020
Q4 		$10.7M Buy
239,648
+5,739
+2% +$244K 0.03% 350
2020
Q3 		$9.31M Buy
233,909
+54,780
+31% +$2.18M 0.04% 338
2020
Q2 		$6.74M Buy
179,129
+1,825
+1% +$66.4K 0.03% 334
2020
Q1 		$5.78M Sell
177,304
-190,444
-52% -$7.45M 0.03% 334
2019
Q4 		$15.5M Buy
367,748
+9,624
+3% +$389K 0.07% 241
2019
Q3 		$14M Sell
358,124
-30,064
-8% -$1.16M 0.07% 237
2019
Q2 		$14.8M Sell
388,188
-78,952
-17% -$2.96M 0.08% 225
2019
Q1 		$17.2M Buy
467,140
+39,456
+9% +$1.4M 0.09% 210
2018
Q4 		$14.2M Buy
427,684
+39,701
+10% +$1.4M 0.09% 213
2018
Q3 		$14.4M Buy
387,983
+42,092
+12% +$1.53M 0.07% 240
2018
Q2 		$11.9M Buy
345,891
+46,097
+15% +$1.59M 0.07% 251
2018
Q1 		$10.2M Buy
299,794
+277,479
+1,243% +$9.79M 0.07% 230
2017
Q4 		$776K Sell
22,315
-500
-2% -$16.9K 0.01% 730
2017
Q3 		$741K Buy
22,815
+3,900
+21% +$124K 0.01% 710
2017
Q2 		$592K Buy
18,915
+240
+1% +$7.42K ﹤0.01% 784
2017
Q1 		$569K Buy
18,675
+3,550
+23% +$107K ﹤0.01% 801
2016
Q4 		$437K Buy
15,125
+7,775
+106% +$219K ﹤0.01% 850
2016
Q3 		$203K Hold
7,350
– – ﹤0.01% 1140
2016
Q2 		$200K Sell
7,350
-300
-4% -$8.05K ﹤0.01% 1159
2016
Q1 		$202K Buy
+7,650
New +$192K ﹤0.01% 1077

Other funds holding DGRO

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 11% in Q3 2023, selling an estimated $4.09M and leaving 655,286 shares worth $32.5M. The position accounts for 0.09% of the portfolio, ranked #209.

JP Morgan Private Wealth Advisors first reported a position in DGRO in Q1 2016 and has held it in 31 quarters since. The position peaked at $37.8M in Q2 2023. 897 funds tracked by Wall St. Rank hold DGRO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 655,286 shares of iShares Core Dividend Growth ETF worth $32.5M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 79,051 iShares Core Dividend Growth ETF shares in Q3 2023, an estimated $4.09M.
  • iShares Core Dividend Growth ETF made up 0.09% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #209 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2016 and has held it in 31 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $37.8M in Q2 2023.
  • 897 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2023.

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